Stanley Druckenmiller / Portfolio / 2020-Q1

    Company Shares Market value Share price
    Amazon.com, Inc. 181K $352M $1.9K
    Netflix, Inc. 847K $318M $376
    Workday, Inc. 1.6M $215M $130
    Meta Platforms, Inc. 1.2M $207M $167
    Microsoft Corporation 1.1M $174M $158
    Alphabet Inc. 140K $162M $1.2K
    Activision Blizzard, Inc. 1.6M $93M $59
    PayPal Holdings, Inc. 931K $89M $96
    Alibaba Group Holding Limited 412K $80M $194
    Barrick Gold Corporation 4.3M $78M $18
    Reata Pharmaceuticals, Inc. 532K $77M $144
    General Electric Co 8.4M $67M $7.9
    Abbott Laboratories 791K $62M $79
    The Home Depot, Inc. 309K $58M $187
    Sea Limited 1.2M $52M $44
    Fidelity National Information Services, Inc. 345K $42M $122
    Alnylam Pharmaceuticals, Inc. 368K $40M $109
    IQVIA Holdings Inc. 303K $33M $108
    QUALCOMM Incorporated 472K $32M $68
    ServiceNow, Inc. 110K $32M $287
    JD.com, Inc. 580K $23M $41
    DISH Network Corporation 966K $19M $20
    Adobe Inc. 60K $19M $318
    Ishares Tr 750K $18M $24
    TAL Education Group 312K $17M $53
    Tricida, Inc. 688K $15M $22
    Coupa Software Incorporated 94K $13M $140
    2U Inc 445K $9.4M $21
    Freeport-McMoRan Inc. 1.4M $9.4M $6.8
    CrowdStrike Holdings, Inc. 159K $8.9M $56
    New Oriental Ed & Tech Grp I 80K $8.7M $108
    Sony Group Corporation 146K $8.7M $59
    Las Vegas Sands Corp. 176K $7.5M $42
    NextCure, Inc. 141K $5.2M $37
    Anaplan, Inc. 171K $5.2M $30
    Flex Ltd 459K $3.8M $8.4
    The Walt Disney Company 30K $2.9M $97
    Twilio Inc. 27K $2.4M $90
    Fastly, Inc. 116K $2.2M $19
    Tencent Music Entertainment Group 214K $2.2M $10
    Xp Inc 50K $965K $19
    Datadog, Inc. 26K $929K $36
    Luckin Coffee Inc. 21K $578K $27
    Intelsat S A 25K $38K $1.5
    Uber Technologies, Inc. 400 $11K $28

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