Stanley Druckenmiller / Portfolio / 2021-Q2

    Company Shares Market value Share price
    Microsoft Corporation 1.5M $409M $271
    Amazon.com, Inc. 94K $325M $3.4K
    Starbucks Corporation 2.3M $258M $112
    Alphabet Inc. 91K $222M $2.4K
    Freeport-McMoRan Inc. 5.5M $203M $37
    T-Mobile US, Inc. 1.3M $187M $145
    Palo Alto Networks, Inc. 411K $153M $371
    Carvana Co. 362K $109M $302
    Palantir Technologies Inc. 4M $106M $26
    Meta Platforms, Inc. 272K $95M $348
    Netflix, Inc. 172K $91M $528
    Reata Pharmaceuticals, Inc. 637K $90M $142
    Airbnb, Inc. 562K $86M $153
    Intuit Inc. 176K $86M $490
    Teck Resources Ltd 3.7M $86M $23
    Expedia Group, Inc. 506K $83M $164
    Cummins Inc. 325K $79M $244
    PENN Entertainment, Inc. 900K $69M $76
    Booking Holdings Inc. 30K $65M $2.2K
    General Electric Co 4.4M $59M $13
    Moderna, Inc. 222K $52M $235
    KBR, Inc. 1.3M $51M $38
    Mastercard Incorporated 134K $49M $365
    Visa Inc. 179K $42M $234
    Sea Limited 143K $39M $275
    Smartsheet Inc. 495K $36M $72
    US Foods Holding Corp. 890K $34M $38
    Caterpillar Inc. 156K $34M $218
    General Motors Company 566K $33M $59
    Flex Ltd 1.7M $31M $18
    Coupa Software Incorporated 108K $28M $262
    ON Semiconductor Corporation 706K $27M $38
    Builders FirstSource, Inc. 567K $24M $43
    Liberty Media Corp Del 486K $23M $48
    Marriott International, Inc. 136K $19M $137
    Nektar Therapeutics 1M $17M $17
    Option Care Health, Inc. 736K $16M $22
    Farfetch Ltd 293K $15M $50
    Snowflake Inc. 49K $12M $242
    CF Industries Holdings, Inc. 194K $10M $51
    Roblox Corporation 60K $5.4M $90
    The Mosaic Company 162K $5.2M $32
    OneMain Holdings, Inc. 84K $5M $60
    DISH Network Corporation 112K $4.7M $42
    SentinelOne, Inc. 100K $4.3M $43
    Dragoneer Growth Opportun Co 282K $2.8M $10
    ACADIA Pharmaceuticals Inc. 74K $1.8M $24
    Decarbonization Plus Acqu Ii 95K $984K $10
    Sensei Biotherapeutics, Inc. 100K $976K $9.8

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