Stanley Druckenmiller / Portfolio / 2023-Q2

    Company Shares Market value Share price
    NVIDIA Corporation 950K $402M $423
    Coupang, Inc. 21M $364M $17
    Microsoft Corporation 829K $282M $341
    Eli Lilly and Company 536K $252M $469
    Lamb Weston Holdings, Inc. 2.1M $238M $115
    T-Mobile US, Inc. 1.2M $164M $139
    Teck Resources Ltd 3.4M $144M $42
    Option Care Health, Inc. 4.4M $143M $32
    News Corporation 4.5M $88M $20
    General Electric Company 736K $81M $110
    Taiwan Semiconductor Manufacturing Company Limited 486K $49M $101
    IQVIA Holdings Inc. 199K $45M $225
    Natera, Inc. 893K $43M $49
    Builders FirstSource, Inc. 310K $42M $136
    PTC Inc. 273K $39M $142
    Chevron Corporation 224K $35M $157
    KBR, Inc. 506K $33M $65
    Oracle Corporation 271K $32M $119
    Vertiv Holdings Co 1.2M $31M $25
    Amazon.com, Inc. 218K $28M $130
    Cameco Corp 870K $27M $31
    Tempur Sealy International, Inc. 525K $21M $40
    WESCO International, Inc. 117K $21M $179
    Skechers U.S.A., Inc. 371K $20M $53
    Marvell Technology, Inc. 314K $19M $60
    Cadence Design Systems, Inc. 75K $18M $235
    DoorDash, Inc. 207K $16M $76
    Meta Platforms, Inc. 55K $16M $287
    Ubs Group Ag 760K $15M $20
    Arista Networks Inc 94K $15M $162
    News Corporation 731K $14M $20
    Micron Technology, Inc. 222K $14M $63
    Warby Parker Inc. 1.1M $12M $12
    Charter Communications, Inc. 30K $11M $367
    Vornado Realty Trust 594K $11M $18
    World Wrestling Entertainment, Inc. 98K $11M $108
    Recursion Pharmaceuticals, Inc. 1.4M $10M $7.5
    Illumina, Inc. 55K $10M $187
    Canadian Pacific Kansas City 124K $10M $81
    Opendoor Technologies Inc. 1.5M $6.2M $4
    Ihs Holding Limited 770K $6M $7.8
    H.B. Fuller Company 76K $5.4M $72
    Carlisle Companies Incorporated 21K $5.3M $257
    RPM International Inc. 59K $5.3M $90
    Jacobs Engineering Group Inc. 43K $5.2M $119
    First Solar, Inc. 25K $4.7M $190
    Abcellera Biologics Inc 660K $4.3M $6.5
    CCC Intelligent Solutions Holdings Inc. 282K $3.2M $11
    ACADIA Pharmaceuticals Inc. 74K $1.8M $24
    Compass, Inc. 399K $1.4M $3.5
    Grove Collaborative Holdings, Inc. 197K $348K $1.8
    Joby Aviation Inc 11K $115K $10
    Sensei Biotherapeutics, Inc. 100K $114K $1.1

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