Stanley Druckenmiller / Portfolio / 2019-Q3

    Company Shares Market value Share price
    Microsoft Corporation 4M $555M $139
    Amazon.com, Inc. 152K $263M $1.7K
    General Electric Co 17M $148M $8.9
    ServiceNow, Inc. 508K $129M $254
    Workday, Inc. 680K $116M $170
    The Home Depot, Inc. 414K $96M $232
    MercadoLibre, Inc. 171K $94M $551
    Visa Inc. 546K $94M $172
    Netflix, Inc. 347K $93M $268
    Activision Blizzard, Inc. 1.7M $87M $53
    Alibaba Group Holding Limited 481K $80M $167
    Abbott Laboratories 916K $77M $84
    Sea Limited 2.4M $76M $31
    Coupa Software Incorporated 569K $74M $130
    Barrick Gold Corporation 3.9M $68M $17
    Shopify Inc 212K $66M $312
    Anaplan, Inc. 1.3M $62M $47
    Ishares Tr 1.5M $50M $34
    HDFC Bank Limited 849K $48M $57
    Alteryx, Inc. 430K $46M $107
    Agnico Eagle Mines Ltd 586K $31M $54
    Medicines Co 586K $29M $50
    Meta Platforms, Inc. 142K $25M $178
    Okta, Inc. 239K $24M $98
    Fidelity National Information Services, Inc. 125K $17M $133
    Electronic Arts Inc. 162K $16M $98
    Intuitive Surgical, Inc. 28K $15M $540
    Smartsheet Inc. 387K $14M $36
    Reata Pharmaceuticals, Inc. 173K $14M $80
    Twilio Inc. 113K $12M $110
    Adobe Inc. 31K $8.5M $276
    Eagle Materials Inc. 77K $7M $90
    Realpage Inc 83K $5.2M $63
    Uber Technologies, Inc. 167K $5.1M $30
    Zoom Video Communications, Inc. 62K $4.7M $76
    CrowdStrike Holdings, Inc. 80K $4.7M $58
    Atlassian Corp Plc 26K $3.2M $125
    Mastercard Incorporated 11K $3M $272
    Wayfair Inc. 27K $3M $112
    New Relic, Inc. 48K $2.9M $61
    Fastly, Inc. 114K $2.7M $24
    Sailpoint Technlgies Hldgs I 16K $297K $19

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