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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Stanley Druckenmiller
✓ VerifiedInstitutional Investor • Duquesne Capital Management
Value
$4.5B
Stocks
45 Stocks
Turnover
0.0%
Top Holdings
NTRA(21.48%) 2330(7.00%) STM(5.77%) ERTH(4.34%) INSM(3.58%)
About Investor
Established investor leading Duquesne Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Investment philosophy details pending verification.
Stanley Druckenmiller Top Holdings
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NTRA | None | Natera, Inc. | Health Care | $864.9M | 0 | 21.5% | 0 | No Change |
| 2330 | None | Taiwan Semiconductor Manufacturing Company Limited | General | $281.6M | 0 | 7.0% | 0 | No Change |
| STM | None | STMicroelectronics NV | Information Technology | $232.4M | 0 | 5.8% | 0 | No Change |
| ERTH | None | INVESCO EXCHANGE TRADED FD T | Industrials | $174.7M | 0 | 4.3% | 0 | No Change |
| INSM | None | Insmed Inc | Health Care | $143.9M | 0 | 3.6% | 0 | No Change |
| YPF | None | YPF S.A. | General | $142.7M | 0 | 3.5% | 0 | No Change |
| TCNB | None | BBB Foods Inc. | General | $120.9M | 0 | 3.0% | 0 | No Change |
| GOOG | None | Alphabet Inc. | Communication Services | $120.2M | 0 | 3.0% | 0 | No Change |
| EWZ | None | iShares MSCI Brazil ETF | Financials | $118.5M | 0 | 2.9% | 0 | No Change |
| STX | None | Seagate Technology Holdings plc | Information Technology | $117.7M | 0 | 2.9% | 0 | No Change |
Recent Buys (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
Recent Sells (13F)
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
13F Sector Breakdown
Health Care26.3%
General22.1%
Information Technology15.5%
Industrials13.6%
Consumer Discretionary8.3%
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Health Care | 4 | $1057.8M | 26.3% |
| General | 10 | $888.1M | 22.1% |
| Information Technology | 8 | $622.7M | 15.5% |
| Industrials | 7 | $548.5M | 13.6% |
| Consumer Discretionary | 5 | $332.3M | 8.3% |
| Communication Services | 4 | $203.4M | 5.0% |
| Financials | 2 | $154.8M | 3.9% |
| Materials | 2 | $98.8M | 2.5% |
| Healthcare | 2 | $97.4M | 2.4% |
| Technology | 1 | $22.0M | 0.6% |