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 Click to see monthly returns in table format!

Lists

10 High Margin Food Products to Build a Business Around

The 10 Most Expensive Clothing Stores in the United States to Get Decked Out At

The 5 Biggest Kickstarter Scams That Swindled Backers’ Donations

The 10 Most Expensive Boarding Schools In the World

50 Crazy Facts About Japan You Won’t Believe

Top 10 Least Expensive Hybrid Cars to Save the Planet With

The 10 Biggest ‘Gate’ Controversies in History

The 10 States with the Highest Nursing Shortages Leaving Their Hospitals Depleted

The 10 Best Value Investment Blogs that Every Investor Must Read

The 6 Cheapest Boarding Schools in Europe 2015

The 5 Most Expensive Cars To Insure in the World

The 10 Most Common Genetically Modified Foods

10 Self-Made Billionaires Who Came From Nothing

The 10 Most Expensive Cities to Live in North America

The 13 Most Expensive Headphones in the World to Represent

The Top 20 Wealthiest Soccer Teams in 2014

4 BuzzWorthy Cannabis Stocks And Some Smoking Derivative Plays

The 10 Healthiest Fast Food Chains in America to Dine At

The 5 Most Expensive Cat Food Brands You Can Spoil Your Kitty With

The 6 Best eCommerce Platforms for Small Businesses

The 10 Worst Mistakes an Entrepreneur Can Make

The 5 Most OP Characters in League of Legends to Carry Games and Crush Foes With

The 5 Best Foods to Eat Before Running that Will Help You Pound the Pavement

10 Glaring Plot Holes in The Walking Dead that a Zombie-Filled Bus Could Drive Through

The 5 Biggest Celebrity Stoners Who Love Their Reefer

The 10 Most Overrated Movies Of All Time by Out-of-Touch Critics

Top 6 Least Expensive Cruise Destinations For 2015 that Will Take You to Paradise

10 States with Lowest Substance Abuse Rates in America

The 14 Most Watched TV Finales Ever

The 10 Best Selling Role Playing Games of All Time for PC

10 Most Influential Papers In Economics

Top 8 Biggest Charities in the US

10 Worst Celebrity Career Moves Ever

Top 10 Best Paid Tennis Stars in the World

Top 6 Cities For The Ultra Rich to Live in Comfort

10 Cities with High Demand for Nurses

6 of the Worst Greeting Card Messages Ever Crafted

How to Make Money in ArcheAge and Build Your Empire

10 Foods To Eat To Lower Cholesterol Levels

The 10 Most Hated Television Characters of All Time

The 30 Worst Halloween Costume Ideas Ever Brought to Horrible Life

10 Vocational Skills in Demand Today with Jobs Waiting to be Filled

10 Best Places to Visit in Central and South America

The 10 Greatest Empires in History Which Nearly Conquered the World

The 6 Cheapest Boarding Schools In America 2015

5 Clear Reasons LoL is Better than DotA, Continues to Rule MOBAs

The Only 9 Teams with a Chance to Win the Super Bowl

The 15 Most Common Phobias in America that Induce Fits of Panic

Top 6 Least Expensive Tourist Destinations in 2014

Jim Goetz, Peter Fenton, Jim Breyer: Top 6 Venture Investors for 2014

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!