Stanley Druckenmiller, Soros's former chief strategist, famed for never having a down year; macro-driven, concentrated, moves fast.
| Holding | Value | Weight | vs last quarter |
|---|---|---|---|
| NTRANatera Inc | $864.9M | 19.9% | added +4% |
| TSMTaiwan Semiconductor Manufac | $281.6M | 6.5% | added +19% |
| STMStmicroelectronics N V | $232.4M | 5.3% | added +19% |
| INSMInsmed Inc | $151.9M | 3.5% | added +23% |
| YPFYpf Sociedad Anonima | $142.7M | 3.3% | trimmed -3% |
| AMZNAmazon Com Inc | $129.1M | 3.0% | added +1083% |
| TBBBBbb Foods Inc | $120.9M | 2.8% | trimmed -7% |
| GOOGLAlphabet Inc | $120.2M | 2.8% | new |
| EWZIshares Inc | $118.5M | 2.7% | held |
| STXSeagate Technology Hldngs Pl | $117.7M | 2.7% | added +141% |
| FOXAFox Corp | $115.0M | 2.6% | new |
| UALUnited Airls Hldgs Inc | $108.1M | 2.5% | added +203% |
| SESea Ltd | $105.4M | 2.4% | held |
| CDWCdw Corp | $104.6M | 2.4% | new |
| NAMSNewamsterdam Pharma Company | $104.0M | 2.4% | held |
13F filings list US-listed long positions of managers above $100M, filed within 45 days of quarter end. Shorts, options structure and non-US holdings are not shown. Source: SEC EDGAR.