Stanley Druckenmiller / Portfolio / 2022-Q3

    Company Shares Market value Share price
    Coupang, Inc. 19M $324M $17
    Eli Lilly and Company 485K $157M $323
    Amazon.com, Inc. 906K $102M $113
    Chevron Corporation 690K $99M $144
    T-Mobile US, Inc. 719K $96M $134
    KBR, Inc. 1.8M $78M $43
    Lamb Weston Holdings, Inc. 947K $73M $77
    Datadog, Inc. 789K $70M $89
    Vertiv Holdings Co 4.9M $48M $9.7
    Microsoft Corporation 194K $45M $233
    Teck Resources Ltd 1.4M $42M $30
    WillScot Holdings Corporation 978K $39M $40
    Workday, Inc. 241K $37M $152
    Freeport-McMoRan Inc. 1.2M $32M $27
    Sea Limited 540K $30M $56
    Cabot Oil & Gas Corporation 1.1M $29M $26
    Palo Alto Networks, Inc. 155K $25M $164
    CrowdStrike Holdings, Inc. 154K $25M $165
    PPG Industries, Inc. 213K $24M $111
    Meta Platforms, Inc. 160K $22M $136
    Pioneer Natural Resources Company 92K $20M $217
    Palantir Technologies Inc. 2.4M $20M $8.1
    Alpha Metallurgical Resources, Inc. 137K $19M $137
    Natera, Inc. 415K $18M $44
    Alnylam Pharmaceuticals, Inc. 89K $18M $200
    Arch Resources, Inc. 148K $18M $119
    New Fortress Energy Inc. 387K $17M $44
    Edison International 288K $16M $57
    Recursion Pharmaceuticals, Inc. 1.4M $15M $11
    Cloudflare, Inc. 249K $14M $55
    Shopify Inc 490K $13M $27
    Cenovus Energy Inc 838K $13M $15
    Builders FirstSource, Inc. 170K $10M $59
    Option Care Health, Inc. 312K $9.8M $31
    EQT Corporation 240K $9.8M $41
    Ovintiv Inc. 194K $8.9M $46
    Las Vegas Sands Corp. 230K $8.6M $38
    Antero Resources Corporation 282K $8.6M $31
    Enovix Corporation 464K $8.5M $18
    Carrier Global Corporation 230K $8.2M $36
    Constellation Energy Corporation 89K $7.4M $83
    NextEra Energy, Inc. 93K $7.3M $78
    Abcellera Biologics Inc 660K $6.5M $9.9
    Taiwan Semiconductor Manufacturing Company Limited 88K $6M $69
    Smartsheet Inc. 152K $5.2M $34
    Liberty Media Corp Del 85K $5M $59
    Oscar Health, Inc. 994K $5M $5
    Opendoor Technologies Inc. 1.5M $4.8M $3.1
    Sunrun Inc. 139K $3.8M $28
    Avantor, Inc. 190K $3.7M $20
    Ihs Holding Limited 771K $3.4M $4.5
    10x Genomics, Inc. 117K $3.3M $28
    SolarEdge Technologies, Inc. 13K $3.1M $231
    Caribou Biosciences, Inc. 271K $2.9M $11
    Moderna, Inc. 22K $2.6M $118
    CCC Intelligent Solutions Holdings Inc. 282K $2.6M $9.1
    DISH Network Corporation 112K $1.6M $14
    Reata Pharmaceuticals, Inc. 59K $1.5M $25
    ACADIA Pharmaceuticals Inc. 74K $1.2M $16
    Compass, Inc. 399K $926K $2.3
    Peabody Energy Corporation 22K $536K $25
    Sensei Biotherapeutics, Inc. 100K $155K $1.6
    Cazoo Group Ltd 140K $64K $0.46
    Joby Aviation Inc 11K $49K $4.4

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