Stanley Druckenmiller / Portfolio / 2023-Q1

    Company Shares Market value Share price
    Coupang, Inc. 20M $302M $15
    NVIDIA Corporation 791K $220M $278
    Microsoft Corporation 729K $210M $288
    Eli Lilly and Company 606K $208M $343
    Lamb Weston Holdings, Inc. 2M $207M $105
    Teck Resources Ltd 3.2M $118M $37
    KBR, Inc. 1.8M $99M $55
    IQVIA Holdings Inc. 475K $94M $199
    Alphabet Inc. 878K $91M $104
    Amazon.com, Inc. 808K $83M $103
    T-Mobile US, Inc. 498K $72M $145
    Taiwan Semiconductor Manufacturing Company Limited 579K $54M $93
    Meta Platforms, Inc. 240K $51M $212
    Natera, Inc. 893K $50M $56
    News Corporation 2.8M $48M $17
    Chevron Corporation 224K $36M $163
    Freeport-McMoRan Inc. 838K $34M $41
    Advanced Micro Devices, Inc. 330K $32M $98
    Vertiv Holdings Co 2M $29M $14
    Skechers U.S.A., Inc. 540K $26M $48
    Option Care Health, Inc. 804K $26M $32
    Illumina, Inc. 109K $25M $233
    Marvell Technology, Inc. 571K $25M $43
    Barrick Gold Corp 1.2M $22M $19
    Palo Alto Networks, Inc. 75K $15M $200
    News Corporation 613K $11M $17
    Phillips 66 101K $10M $101
    WillScot Holdings Corporation 216K $10M $47
    Arch Resources, Inc. 76K $9.9M $131
    IVERIC bio, Inc. 400K $9.7M $24
    Recursion Pharmaceuticals, Inc. 1.4M $9.3M $6.7
    HubSpot, Inc. 20K $8.7M $429
    Warby Parker Inc. 647K $6.8M $11
    Palantir Technologies Inc. 701K $5.9M $8.5
    Toast, Inc. 328K $5.8M $18
    Ishares Tr 183K $5.4M $30
    Ihs Holding Limited 771K $5.4M $7
    Arista Networks Inc 32K $5.4M $168
    Alibaba Group Holding Limited 51K $5.2M $102
    Abcellera Biologics Inc 660K $5M $7.5
    BioNTech SE 39K $4.8M $125
    Moderna, Inc. 22K $3.4M $154
    Opendoor Technologies Inc. 1.5M $2.7M $1.8
    CCC Intelligent Solutions Holdings Inc. 282K $2.5M $9
    ACADIA Pharmaceuticals Inc. 74K $1.4M $19
    Compass, Inc. 399K $1.3M $3.2
    Sensei Biotherapeutics, Inc. 100K $150K $1.5
    Joby Aviation Inc 11K $38K $3.4

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