Stanley Druckenmiller / Transactions / 2023-Q2

    Company Shares change Shares owned end of quarter Transaction type Price range
    Amazon.com, Inc.
    US0231351067
    -590K 218K SELL $88.99–$119.41
    Builders FirstSource, Inc.
    US12008R1077
    +141K 310K BUY $78.16–$125.65
    Coupang, Inc.
    US22266T1097
    +620K 21M BUY $13.60–$16.00
    Meta Platforms, Inc.
    US30303M1027
    -185K 55K SELL $188.88–$263.75
    First Solar, Inc.
    US3364331070
    -215K 25K SELL $158.26–$210.95
    Illumina, Inc.
    US4523271090
    -54K 55K SELL $168.24–$214.60
    IQVIA Holdings Inc.
    US46266C1053
    -276K 199K SELL $165.40–$202.50
    KBR, Inc.
    US48242W1062
    -1.3M 506K SELL $49.60–$60.00
    Lamb Weston Holdings, Inc.
    US5132721045
    +88K 2.1M BUY $94.40–$106.20
    Eli Lilly and Company
    US5324571083
    -70K 536K SELL $319.80–$428.80
    Marvell Technology, Inc.
    US5738741041
    -257K 314K SELL $52.71–$58.38
    Microsoft Corporation
    US5949181045
    +100K 829K BUY $254.70–$318.50
    Micron Technology, Inc.
    US5951121038
    +38K 222K BUY $52.30–$69.20
    News Corporation
    US65249B1098
    +1.8M 4.5M BUY $14.90–$17.90
    News Corporation
    US65249B2088
    +118K 731K BUY $14.70–$18.00
    NVIDIA Corporation
    US67066G1040
    +1.6M 9.5M BUY $23.92–$40.14
    Option Care Health, Inc.
    US68404L2016
    +3.6M 4.4M BUY $23.60–$29.00
    PTC Inc.
    US69370C1009
    -176K 273K SELL $111.60–$131.40
    Skechers U.S.A., Inc.
    US8305661055
    -169K 371K SELL $41.90–$50.66
    T-Mobile US, Inc.
    US8725901040
    +681K 1.2M BUY $118.10–$137.66
    Taiwan Semiconductor Manufacturing Company Limited
    US8740391003
    -92K 486K SELL $74.20–$99.70
    Tempur Sealy International, Inc.
    US88023U1016
    +23K 525K BUY $32.20–$36.60
    Vertiv Holdings Co
    US92537N1081
    -806K 1.2M SELL $10.90–$22.00
    Warby Parker Inc.
    US93403J1060
    +418K 1.1M BUY

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