Stanley Druckenmiller / Portfolio / 2020-Q2

    Company Shares Market value Share price
    Microsoft Corporation 1.8M $366M $204
    Amazon.com, Inc. 85K $235M $2.8K
    T-Mobile US, Inc. 1.6M $164M $104
    JPMorgan Chase & Co. 1.6M $152M $94
    Netflix, Inc. 309K $141M $455
    PayPal Holdings, Inc. 769K $134M $174
    Workday, Inc. 696K $130M $187
    Alphabet Inc. 87K $123M $1.4K
    Spdr Ser Tr 1.1M $123M $112
    Barrick Gold Corporation 4.3M $115M $27
    Sea Limited 990K $106M $107
    Alibaba Group Holding Limited 435K $94M $216
    JD.com, Inc. 1.5M $90M $60
    Reata Pharmaceuticals, Inc. 533K $83M $156
    The Home Depot, Inc. 309K $77M $251
    Freeport-McMoRan Inc. 6.5M $75M $12
    Starbucks Corporation 906K $67M $74
    Booking Holdings Inc. 37K $59M $1.6K
    Alnylam Pharmaceuticals, Inc. 368K $55M $148
    Meta Platforms, Inc. 232K $53M $227
    Smartsheet Inc. 1M $52M $51
    Carnival Corp 2.8M $46M $16
    Wells Fargo & Company 1.5M $40M $26
    Live Nation Entertainment, Inc. 829K $37M $44
    Chubb Limited 283K $36M $127
    MercadoLibre, Inc. 36K $35M $986
    Insmed Incorporated 1.2M $34M $28
    General Electric Co 4.8M $33M $6.8
    PENN Entertainment, Inc. 1M $32M $31
    Sarepta Therapeutics, Inc. 169K $27M $160
    Fastly, Inc. 297K $25M $85
    Regeneron Pharmaceuticals, Inc. 39K $24M $624
    BioMarin Pharmaceutical Inc. 193K $24M $123
    The Wendy's Company 1M $22M $22
    Fidelity National Information Services, Inc. 168K $22M $134
    TAL Education Group 312K $21M $68
    AutoZone, Inc. 19K $21M $1.1K
    Marriott International, Inc. 247K $21M $86
    The Walt Disney Company 173K $19M $112
    CrowdStrike Holdings, Inc. 190K $19M $100
    Tricida, Inc. 688K $19M $27
    Activision Blizzard, Inc. 211K $16M $76
    Synchrony Financial 703K $16M $22
    Zimmer Biomet Holdings, Inc. 122K $15M $119
    BioNTech SE 204K $14M $67
    DISH Network Corporation 393K $14M $35
    Yum! Brands, Inc. 151K $13M $87
    Lennar Corporation 185K $11M $62
    IQVIA Holdings Inc. 72K $10M $142
    FLEETCOR Technologies, Inc. 40K $10M $252
    Anaplan, Inc. 213K $9.6M $45
    Draftkings Inc 278K $9.2M $33
    Delta Air Lines, Inc. 325K $9.1M $28
    Verizon Communications Inc. 161K $8.9M $55
    U.S. Bancorp 232K $8.5M $37
    Flex Ltd 711K $7.3M $10
    Guidewire Software, Inc. 58K $6.4M $111
    CarMax, Inc. 63K $5.6M $90
    Bill.com Holdings, Inc. 59K $5.3M $90
    OneMain Holdings, Inc. 209K $5.1M $25
    BeiGene, Ltd. 26K $4.9M $188
    Las Vegas Sands Corp. 98K $4.5M $46
    NextCure, Inc. 141K $3M $21
    Ford Motor Company 498K $3M $6.1
    DocuSign, Inc. 18K $3M $172
    D.R. Horton, Inc. 46K $2.6M $55
    Penske Automotive Group, Inc. 40K $1.5M $39
    Vapotherm Inc 24K $969K $41
    T-Mobile Us Inc 1.1M $177K $0.17
    Intelsat S A 25K $14K $0.56

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