Billionaire Stan Druckenmiller’s Top Stock Picks

In a latest 13F filing, Stanley Druckenmiller’s fund Duquesne Capital, revealed its holdings for the fourth quarter of 2013. The value of its equity portfolio advanced significantly to $1.50 billion at the end of the fourth quarter, versus $845.61 million in the previous quarter. In this piece we will discuss the top five holdings in terms of value, from Duquesne’s latest 13F.

DUQUESNE CAPITAL

The first on the list is Google Inc (NASDAQ:GOOG), in which the fund held 233,250 shares, up by 10,000 shares over the quarter. The value of the holding, however, increased significantly to $261.41 million from $223.25 million.

In Schlumberger Limited. (NYSE:SLB), a supplier of technology, integrated project management and information solutions, Duquesne Capital owns 993,000 shares, with a reported value of $89.48 million.

The air transportation for passengers and cargo provider, Delta Air Lines, Inc. (NYSE:DAL), stands on the third spot. The fund holds 3.11 million shares, worth $85.43 million, the value appreciating from $73.37 million at the end of the previous quarter.

The fourth-largest holding in Duquesne Capital’s equity portfolio is represented by Amazon.com, Inc. (NASDAQ:AMZN), a retail website, in which the fund owns 157,700 shares, worth $62.89 million.

And the last on our list of the top five picks is Illumina, Inc. (NASDAQ:ILMN) that develops and manufactures life science tools and integrated systems. The fund held 506,700 of the company worth $56.04 million.

Duquesne Capital added several new positions to its equity portfolio this quarter. FedEx Corporation (NYSE:FDX) was one of them, the fund disclosing ownership of 356,900 shares, with a reported value of $51.31 million. This company now stands on the sixth spot in Duquesne’s equity portfolio. Another new position is Bristol-Myers Squibb Co (NYSE:BMY), of which the fund reported owning 954,200 shares, worth $50.72 million.

A few more worth mentioning among the new position are Alcoa Inc (NYSE:AA), and Crown CastleInInternational Corp. (NYSE:CCI) of which the fund revealed owning 4.0 million shares, valued at $42.52 million, and 540,200 shares, worth $39.67 million. SBA Communications Corporation (NASDAQ:SBAC) is another company, which was added to Duquesne’s portfolio in the fourth quarter, the fund currently holding 397,400 shares.

Disclosure: none

Recommended reading:

Mark Rachesky and MHR Fund Management’s New Stock Moves

John Horseman’s Top Picks From the Latest 13F

Harbinger Capital Disposes Shares of Harbinger Group Inc (HRG)

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The 10 Best Countries To Work In the World

A Profitable Day At The Track: 5 Tips For Betting On Horses

Tearing You Apart: 6 Bad Habits That Ruin Relationships

Learning on the Job: The 6 Biggest Mistakes Parents Make

Shopaholics Rejoice: The 12 Biggest Malls in the World

Fright Night: 10 Horror Movies Based on True Stories

Mach Mania: The 10 Fastest Jets in the World

Military Heavyweights: The 10 Countries with the Most Tanks

All In: The 7 Richest Poker Players in the World

Abracadabra: The 10 Best Magicians in the World

The 10 Richest Asian Countries in the World in 2014

Eyes in the Sky: 10 Things You Need to Know About Drones

Rising Stars: The 6 Best Silicon Valley Startups

Military Muscle: The 5 Most Advanced Armies in South America

All that Glitters: The 7 Most Luxurious Jewelry Brands in the World

5 Things You Didn’t Know About ISIS but Should

Empowering Your Money: The 5 Best Energy Stocks to Invest In

The 11 Best Android Apps You Can’t Get on iOS

The 10 Most Important International Conflicts in 2014

Mood Enhancers: The 20 Most Uplifting Songs of all Time

Lover Beware: The 8 Countries that Cheat the Most

Breath of Fresh Air: The 25 Countries with the Best Air Quality on the Planet

Singles Beware: The 8 Worst Mistakes Made on First Dates

Healthy and Happy: The 10 Countries with Lowest Healthcare Costs

The 6 Best Company Team Building Activities to Build Workplace Camaraderie

Ships Ahoy: The 10 Busiest Shipping Ports in the World

10 Productivity Tips to Save You Time and Help You Do More With Less

Grab a Bite: The Most Popular Fast Food Restaurants in America

Friday Night Thirst: The 10 Most Popular Cocktails in the World

The 6 Greatest Unsolved Mysteries We May Never Figure Out

7 Useless Products You Never Should’ve Bought

The 5 Reasons Why You’re Single and Miserable

The 7 Most Addictive Foods in the World We Can’t Stop Eating (Even Though We Should)

5 Amazing Places You Can Swim with Dolphins

The Top 7 Most Livable Countries In The World

The 10 Most Expensive Baseball Cards Ever Pulled From A Pack

The 5 Easiest Second Languages to Learn for English Speakers

Silver Spoon: The 6 Richest Families in the World

The 20 Countries with the Largest Prison Populations in the World

The Top 10 Richest Actors in the World

The 10 Best Airline Stocks to Invest In Before They Fly Too High

Burger Kings: The 10 Most Expensive Burgers in the World

The 10 Most Ethnically Diverse Countries in the World

The 10 Most Exclusive Credit Cards in the World

The 10 Most Expensive Cruise Ships in the World

The 10 Fastest Supercomputers in the World

The 10 Best Countries for Doing Business 2015

6 Most Expensive Fruits In The World

10 Worst Airlines in the World

The 10 Biggest Tax Havens in the World to Stash Your Money

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!