Stanley Druckenmiller / Portfolio / 2024-Q2

    Company Shares Market value Share price
    Coherent, Inc. 3.6M $260M $72
    Coupang, Inc. 11M $230M $21
    Vistra Corp. 2.6M $226M $86
    Natera, Inc. 2M $214M $108
    Philip Morris International Inc. 1.9M $188M $101
    Seagate Technology Hldngs Pl 1.8M $181M $103
    Microsoft Corporation 400K $179M $447
    Woodward, Inc. 954K $166M $174
    Kinder Morgan, Inc. 6.8M $134M $20
    Mid-America Apartment Communities, Inc. 644K $92M $143
    ZoomInfo Technologies Inc. 5.9M $75M $13
    Teck Resources Ltd 1.5M $70M $48
    Camden Property Trust 578K $63M $109
    Flutter Entmt Plc 335K $61M $183
    MercadoLibre, Inc. 36K $60M $1.6K
    Freeport-McMoRan Inc. 1.2M $56M $49
    Option Care Health, Inc. 1.9M $52M $28
    GE Vernova Inc. 297K $51M $172
    Flex Ltd 1.4M $43M $29
    SpringWorks Therapeutics, Inc. 1M $38M $38
    Daktronics, Inc. 2.5M $35M $14
    Palo Alto Networks, Inc. 89K $30M $339
    NVIDIA Corporation 214K $26M $124
    Westinghouse Air Brake Technologies Corporation 151K $24M $158
    Madison Square Garden Entertainment Corp. 694K $24M $34
    Barclays PLC 2.1M $22M $11
    Discover Financial Services 167K $22M $131
    Adobe Inc. 37K $20M $556
    Palantir Technologies Inc. 770K $20M $25
    News Corporation 684K $19M $28
    Arista Networks Inc 52K $18M $350
    News Corporation 636K $18M $28
    Global X Fds 282K $16M $57
    Banco Macro S.A. 273K $16M $57
    Grupo Financiero Galicia S.A. 476K $15M $31
    Crinetics Pharmaceuticals, Inc. 309K $14M $45
    Booz Allen Hamilton Holding Corporation 84K $13M $154
    YPF Sociedad AnĂ³nima 638K $13M $20
    IQVIA Holdings Inc. 60K $13M $211
    Live Nation Entertainment, Inc. 103K $9.7M $94
    TeraWulf Inc. 2.1M $9.3M $4.5
    Cinemark Holdings, Inc. 401K $8.7M $22
    Silence Therapeutics plc 387K $7.4M $19
    Veracyte, Inc. 260K $5.6M $22
    The AES Corporation 315K $5.5M $18
    Apple Inc. 24K $5.1M $211
    Tempur Sealy International, Inc. 103K $4.9M $47
    Liberty Global Ltd 275K $4.8M $17
    Sea Limited 67K $4.8M $71
    Liberty Global Ltd 262K $4.7M $18
    EQT Corporation 121K $4.5M $37
    Sphere Entertainment Co. 122K $4.3M $35
    Arcellx, Inc. 74K $4.1M $55
    Builders FirstSource, Inc. 29K $4.1M $138
    Bicycle Therapeutics plc 190K $3.9M $20
    Ihs Holding Limited 770K $2.5M $3.2
    TriSalus Life Sciences, Inc. 427K $2.4M $5.5
    Structure Therapeutics Inc. 38K $1.5M $39
    Insmed Incorporated 20K $1.3M $67
    Telecom Argentina S.A. 143K $1M $7.2
    Nurix Therapeutics, Inc. 44K $922K $21
    Invivyd, Inc. 571K $629K $1.1
    Joby Aviation Inc 22K $115K $5.1

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