斯坦利·德鲁肯米勒——索罗斯旧部，以「从无亏损年份」著称；宏观驱动、集中、动作快。
| 持仓 | 市值 | 占比 | 较上季 |
|---|---|---|---|
| NTRANatera Inc | $864.9M | 19.9% | 加仓 +4% |
| TSMTaiwan Semiconductor Manufac | $281.6M | 6.5% | 加仓 +19% |
| STMStmicroelectronics N V | $232.4M | 5.3% | 加仓 +19% |
| INSMInsmed Inc | $151.9M | 3.5% | 加仓 +23% |
| YPFYpf Sociedad Anonima | $142.7M | 3.3% | 减仓 -3% |
| AMZNAmazon Com Inc | $129.1M | 3.0% | 加仓 +1083% |
| TBBBBbb Foods Inc | $120.9M | 2.8% | 减仓 -7% |
| GOOGLAlphabet Inc | $120.2M | 2.8% | 新建仓 |
| EWZIshares Inc | $118.5M | 2.7% | 持平 |
| STXSeagate Technology Hldngs Pl | $117.7M | 2.7% | 加仓 +141% |
| FOXAFox Corp | $115.0M | 2.6% | 新建仓 |
| UALUnited Airls Hldgs Inc | $108.1M | 2.5% | 加仓 +203% |
| SESea Ltd | $105.4M | 2.4% | 持平 |
| CDWCdw Corp | $104.6M | 2.4% | 新建仓 |
| NAMSNewamsterdam Pharma Company | $104.0M | 2.4% | 持平 |
13F 列出的是管理规模超 1 亿美元的机构在美股的多头持仓，季末后 45 天内申报。空头、期权结构和非美持仓不在内。来源：SEC EDGAR。