Billionaire Stan Druckenmiller’s 5 Small and Mid-Cap Stock Picks with Huge Upside Potential

In this article, we will list Billionaire Stan Druckenmiller’s 5 small and mid-cap stock picks with huge upside potential. Please visit Billionaire Stan Druckenmiller’s 10 Small and Mid-Cap Stock Picks with Huge Upside Potential, if you would like to see the extended list and the methodology behind it.

Stan Druckenmiller

5. NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS)

Duquesne Capital’s Stake: $108 Million  

NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) is a relatively recent addition to the 13F portfolio of Duquesne Capital. The fund first disclosed a stake in the company in the third quarter of 2024. This position comprised over 280,000 shares. In the coming quarters, the fund gradually built up this position. In the first quarter of 2025, it improved the position by 178%. In the second quarter of 2025, the holding was increased by another 4%. In the third quarter of 2025, share ownership rose to nearly 1.9 million, up 131% compared to filings for the previous quarter. Filings for the fourth quarter of 2025 show that the fund owned more than 3 million shares in the firm, up nearly 60% compared to filings for the previous quarter.

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In recent years, the smart money has positioned itself for a multi-billion dollar transformation of the cardiovascular and Alzheimer’s markets. NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) is at the core of this transformation. Hedge funds are betting on obicetrapib, NewAmsterdam’s oral, once-daily CETP inhibitor. Over 1 in 4 high-risk cardiovascular patients fail to reach their LDL-C goals even with high-intensity statins. In the Phase 3 BROADWAY and BROOKLYN trials, finalized in 2025, obicetrapib demonstrated statistically significant LDL-C lowering of roughly 40-50% as an adjunct to statins. Institutional investors view this as a best-in-class oral alternative to expensive, injectable PCSK9 inhibitors.