Stanley Druckenmiller / Portfolio / 2024-Q1

    Company Shares Market value Share price
    Ishares Tr 3.2M $664M $210
    Microsoft Corporation 1.1M $468M $421
    Coupang, Inc. 22M $400M $18
    Teck Resources Ltd 4.6M $208M $46
    Vistra Corp. 2.6M $183M $70
    Natera, Inc. 1.9M $176M $91
    NVIDIA Corporation 176K $159M $904
    Coherent, Inc. 2.5M $153M $61
    General Electric Company 853K $150M $176
    Woodward, Inc. 954K $147M $154
    Seagate Technology Hldngs Pl 1.4M $134M $93
    Arista Networks Inc 428K $124M $290
    Flex Ltd 3.9M $111M $29
    ZoomInfo Technologies Inc. 5.9M $94M $16
    News Corporation 3.3M $87M $26
    Discover Financial Services 645K $85M $131
    Vertiv Holdings Co 999K $82M $82
    Kinder Morgan, Inc. 3.9M $71M $18
    Freeport-McMoRan Inc. 1.4M $65M $47
    KBR, Inc. 981K $62M $64
    Marvell Technology, Inc. 823K $58M $71
    Westinghouse Air Brake Technologies Corporation 387K $56M $146
    Eli Lilly and Company 62K $48M $778
    Palo Alto Networks, Inc. 139K $39M $284
    Cameco Corp 849K $37M $43
    Meta Platforms, Inc. 64K $31M $486
    News Corporation 1.1M $29M $27
    KeyCorp 1.7M $26M $16
    Citigroup Inc. 400K $25M $63
    Madison Square Garden Entertainment Corp. 640K $25M $39
    Option Care Health, Inc. 686K $23M $34
    Daktronics, Inc. 2.1M $21M $10
    Apple Inc. 115K $20M $171
    Cinemark Holdings, Inc. 1.1M $19M $18
    Palantir Technologies Inc. 770K $18M $23
    Stellantis N.V 588K $17M $28
    Sphere Entertainment Co. 337K $17M $49
    Capital One Financial Corporation 108K $16M $149
    Spdr Ser Tr 307K $15M $50
    IQVIA Holdings Inc. 60K $15M $253
    Crinetics Pharmaceuticals, Inc. 309K $14M $47
    Booz Allen Hamilton Holding Corporation 84K $12M $148
    Bank OZK 234K $11M $45
    Global X Fds 194K $10M $54
    Banco Macro S.A. 209K $10M $48
    Barclays PLC 1.1M $9.9M $9.5
    Sana Biotechnology, Inc. 984K $9.8M $10
    Reddit, Inc. 175K $8.6M $49
    Fusion Pharmaceuticals Inc 400K $8.5M $21
    Silence Therapeutics plc 387K $8.4M $22
    Take-Two Interactive Software, Inc. 55K $8.2M $148
    Grupo Financiero Galicia S.A. 322K $8.2M $25
    Constellation Energy Corporation 39K $7.2M $185
    Cabaletta Bio, Inc. 417K $7.1M $17
    NRG Energy, Inc. 97K $6.6M $68
    Legend Biotech Corporation 115K $6.4M $56
    Veracyte, Inc. 260K $5.8M $22
    The AES Corporation 315K $5.6M $18
    Nexgen Energy Ltd 712K $5.5M $7.8
    Arcellx, Inc. 74K $5.2M $70
    Western Digital Corporation 74K $5M $68
    Tower Semiconductor Ltd 146K $4.9M $33
    Bicycle Therapeutics plc 190K $4.7M $25
    Liberty Global Ltd 275K $4.7M $17
    Liberty Global Ltd 262K $4.6M $18
    Moonlake Immunotherapeutics 88K $4.4M $50
    TG Therapeutics, Inc. 280K $4.3M $15
    TriSalus Life Sciences, Inc. 316K $3.1M $9.8
    Ihs Holding Limited 770K $2.7M $3.5
    Telecom Argentina S.A. 143K $1.1M $8
    Nurix Therapeutics, Inc. 44K $650K $15
    Eaton Corp Plc 1.1K $341K $313
    Joby Aviation Inc 22K $121K $5.4

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