Stanley Druckenmiller / Portfolio / 2023-Q4

    Company Shares Market value Share price
    NVIDIA Corporation 1.1M $548M $495
    Microsoft Corporation 1.1M $408M $376
    Coupang, Inc. 23M $371M $16
    Eli Lilly and Company 403K $235M $583
    Teck Resources Ltd 5.5M $234M $42
    Seagate Technology Hldngs Pl 2.1M $181M $85
    Vertiv Holdings Co 2.3M $111M $48
    News Corporation 4M $99M $25
    General Electric Company 736K $94M $128
    Vistra Corp. 2.4M $92M $39
    Ubs Group Ag 2.4M $75M $31
    KBR, Inc. 1.2M $64M $55
    Lamb Weston Holdings, Inc. 539K $58M $108
    Cameco Corp 1.3M $57M $43
    Chevron Corporation 385K $57M $149
    Natera, Inc. 893K $56M $63
    Arista Networks Inc 234K $55M $236
    Woodward, Inc. 405K $55M $136
    Option Care Health, Inc. 1.5M $49M $34
    Tempur Sealy International, Inc. 749K $38M $51
    Flex Ltd 1.1M $35M $30
    Barrick Gold Corp 1.8M $32M $18
    Booz Allen Hamilton Holding Corporation 236K $30M $128
    TKO Group Holdings, Inc. 327K $27M $82
    News Corporation 976K $25M $26
    Marvell Technology, Inc. 364K $22M $60
    Freeport-McMoRan Inc. 472K $20M $43
    Newmont Corporation 474K $20M $41
    Palo Alto Networks, Inc. 65K $19M $295
    Pure Storage, Inc. 531K $19M $36
    Veeva Systems Inc. 96K $18M $193
    ZoomInfo Technologies Inc. 924K $17M $18
    DraftKings Inc. 424K $15M $35
    Western Digital Corporation 230K $12M $52
    Nutanix, Inc. 217K $10M $48
    Take-Two Interactive Software, Inc. 64K $10M $161
    Adobe Inc. 17K $10M $597
    Sphere Entertainment Co. 295K $10M $34
    Louisiana-Pacific Corporation 135K $9.6M $71
    Warby Parker Inc. 674K $9.5M $14
    Recursion Pharmaceuticals, Inc. 907K $8.9M $9.9
    Spdr Ser Tr 154K $8.1M $52
    Universal Display Corporation 28K $5.4M $191
    The Charles Schwab Corporation 72K $4.9M $69
    Constellation Energy Corporation 39K $4.5M $117
    Abcellera Biologics Inc 660K $3.8M $5.7
    Canadian Pacific Kansas City 48K $3.8M $79
    Ihs Holding Limited 770K $3.5M $4.6
    Joby Aviation Inc 22K $150K $6.7
    Sensei Biotherapeutics, Inc. 100K $69K $0.69

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