Billionaire investor Stanley Druckenmiller has significant holdings in Nvidia, Microsoft, and Coupang

From Nasdaq: 2024-05-04 08:15:00

Stanley Druckenmiller, a billionaire investor, has $3.4 billion in assets through Duquesne Family Office LLC. His top holdings in the fourth quarter of 2023 include Nvidia, controlling 16% of his portfolio. Nvidia dominates the AI chip market and has responded to competitors with Blackwell, a cheaper and more energy-efficient product.

Microsoft stock has risen significantly under CEO Satya Nadella. The company’s shift to cloud services and AI has been successful, making it the world’s largest company with a market cap of $3 trillion. With AI technology becoming crucial, Microsoft’s growth is expected to continue, making it 12% of the Duquesne portfolio.

Coupang, a leading e-commerce company in South Korea, was added to Druckenmiller’s portfolio in 2021. Despite facing a decline since its IPO, Coupang is improving its services and profitability. Analysts forecast significant earnings growth, making it a potential valuable investment with room for growth.

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Read more at Nasdaq: Billionaire Stanley Druckenmiller Has 39% of His Portfolio in These 3 Companies