Stanley Druckenmiller / Portfolio / 2024-Q4

    Company Shares Market value Share price
    Natera, Inc. 3.6M $565M $158
    Coherent, Inc. 2.8M $267M $95
    Woodward, Inc. 1.2M $204M $166
    Teva Pharmaceutical Industries Limited 9M $198M $22
    Coupang, Inc. 8.9M $196M $22
    Seagate Technology Hldngs Pl 2.1M $179M $86
    Philip Morris International Inc. 1.4M $163M $120
    United Airlines Holdings, Inc. 1.3M $123M $97
    Delta Air Lines, Inc. 1.8M $107M $61
    MercadoLibre, Inc. 54K $91M $1.7K
    Skechers U.S.A., Inc. 1.1M $72M $67
    Amazon.com, Inc. 328K $72M $219
    YPF Sociedad AnĂ³nima 1.7M $72M $43
    Slm Corp 2.5M $70M $28
    Kinder Morgan, Inc. 2.2M $61M $27
    American Airlines Group Inc. 3.5M $61M $17
    United States Steel Corporation 1.6M $55M $34
    Westinghouse Air Brake Technologies Corporation 280K $53M $190
    Warner Bros. Discovery, Inc. 4.7M $49M $11
    Eli Lilly and Company 62K $48M $772
    Banco Macro S.A. 485K $47M $97
    Global X Fds 549K $45M $83
    Daktronics, Inc. 2.6M $44M $17
    Barclays PLC 3.2M $42M $13
    Verona Pharma plc 888K $41M $46
    Insmed Incorporated 593K $41M $69
    Vistra Corp. 283K $39M $138
    Ascendis Pharma A/S 265K $36M $138
    Brookfield Corporation 610K $35M $57
    Micron Technology, Inc. 409K $34M $84
    Spdr Ser Tr 554K $33M $60
    BWX Technologies, Inc. 299K $33M $111
    GE Vernova Inc. 100K $33M $329
    SpringWorks Therapeutics, Inc. 860K $31M $36
    Nvent Electric Plc 451K $31M $68
    Freeport-McMoRan Inc. 759K $29M $38
    Grupo Financiero Galicia S.A. 449K $28M $62
    Discover Financial Services 147K $25M $173
    Western Digital Corporation 417K $25M $60
    U.S. Bancorp 504K $24M $48
    Arm Holdings plc American Depositary Shares 178K $22M $123
    Taiwan Semiconductor Manufacturing Company Limited 108K $21M $197
    ZoomInfo Technologies Inc. 1.8M $19M $11
    Teck Resources Ltd 432K $17M $41
    PureCycle Technologies, Inc. 1.6M $16M $10
    Palo Alto Networks, Inc. 87K $16M $182
    Tesla, Inc. 38K $15M $404
    Alphabet Inc. 77K $15M $189
    Flex Ltd 349K $13M $38
    First Horizon Corporation 620K $12M $20
    Wells Fargo & Company 157K $11M $70
    First Citizens Bancshares, Inc. 5.2K $11M $2.1K
    Huntington Bancshares Incorporated 671K $11M $16
    Live Nation Entertainment, Inc. 80K $10M $130
    Truist Financial Corporation 234K $10M $43
    Ameris Bancorp 154K $9.6M $63
    KeyCorp 527K $9M $17
    TeraWulf Inc. 1.5M $8.3M $5.7
    Newamsterdam Pharma Company 288K $7.4M $26
    Vaxcyte, Inc. 86K $7.1M $82
    Crinetics Pharmaceuticals, Inc. 123K $6.3M $51
    Mirion Technologies, Inc. 343K $6M $17
    Sunrise Communications Ag Ads 133K $5.7M $43
    Arcellx, Inc. 74K $5.7M $77
    Citigroup Inc. 73K $5.1M $70
    Nu Hldgs Ltd 467K $4.8M $10
    e.l.f. Beauty, Inc. 37K $4.7M $126
    Flutter Entmt Plc 18K $4.7M $258
    IQVIA Holdings Inc. 22K $4.2M $197
    Ultragenyx Pharmaceutical Inc. 85K $3.6M $42
    Palantir Technologies Inc. 42K $3.2M $76
    TriSalus Life Sciences, Inc. 427K $2.1M $5
    Joby Aviation Inc 31K $256K $8.1
    Invivyd, Inc. 571K $253K $0.44

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