Stanley Druckenmiller / Portfolio / 2023-Q3

    Company Shares Market value Share price
    NVIDIA Corporation 875K $380M $435
    Coupang, Inc. 21M $355M $17
    Microsoft Corporation 1M $321M $316
    Eli Lilly and Company 454K $244M $537
    Teck Resources Ltd 4.1M $177M $43
    Lamb Weston Holdings, Inc. 1.8M $169M $92
    Alphabet Inc. 838K $110M $131
    T-Mobile US, Inc. 757K $106M $140
    News Corporation 4.8M $96M $20
    General Electric Company 736K $81M $111
    Vertiv Holdings Co 1.9M $70M $37
    Vistra Corp. 2M $66M $33
    Chevron Corporation 385K $65M $169
    Seagate Technology Hldngs Pl 915K $60M $66
    Builders FirstSource, Inc. 461K $57M $124
    Ubs Group Ag 2.2M $54M $25
    Broadcom Inc. 52K $43M $831
    Natera, Inc. 893K $40M $44
    Option Care Health, Inc. 1.2M $39M $32
    Cameco Corp 870K $34M $40
    KBR, Inc. 506K $30M $59
    Alibaba Group Holding Limited 308K $27M $87
    News Corporation 976K $20M $21
    Veeva Systems Inc. 96K $19M $203
    Danaher Corporation 76K $19M $248
    Amazon.com, Inc. 137K $17M $127
    Transocean Ltd 1.8M $15M $8.2
    Western Digital Corporation 230K $10M $46
    Jacobs Engineering Group Inc. 74K $10M $137
    Sphere Entertainment Co. 270K $10M $37
    Canadian Pacific Kansas City 119K $8.9M $74
    Recursion Pharmaceuticals, Inc. 907K $6.9M $7.7
    TKO Group Holdings, Inc. 61K $5.2M $84
    Constellation Energy Corporation 39K $4.2M $109
    Opendoor Technologies Inc. 1.5M $4.1M $2.6
    Ihs Holding Limited 770K $3.4M $4.4
    Abcellera Biologics Inc 660K $3M $4.6
    Louisiana-Pacific Corporation 54K $3M $55
    Compass, Inc. 399K $1.2M $2.9
    Joby Aviation Inc 22K $145K $6.5
    Sensei Biotherapeutics, Inc. 100K $80K $0.8

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