Billionaire Stanley Druckenmiller’s Top Picks

Microsoft Corporation (NASDAQ:MSFT) is a stock Druckenmiller sought to reduce his exposure to during the fourth quarter, having offloaded 17% of his stake by the end of December. In its latest quarterly 13F filing, Duquesne Capital indicated ownership of 1.16 million Microsoft shares valued at $64.6 million. Ever since Satya Nadella replaced Steve Ballmer as CEO of Microsoft Corporation (NASDAQ:MSFT), the tech giant has focused heavily on its cloud business, establishing itself as a key player in the market. The success on that front was mirrored by the company’s financial performance, having again surpassed market expectations in the fourth quarter. Microsoft Corporation (NASDAQ:MSFT) reported $25.7 billion in revenue and a profit of $0.78 per share, above estimates of $25.2 billion in revenue and earnings of $0.71 per share.

Druckenmiller sees Amazon.com, Inc. (NASDAQ:AMZN) as a great stock to own, having further increased his stake during the fourth quarter. As reported in its 13F filing, Duquesne currently holds 190,000 shares of the e-commerce giant, almost double the amount reported as of the end of September. The battle for cloud-based services between Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc (NASDAQ:GOOGL) is heating up, with Spotify AB, one of Amazon’s key customers, having decided to move the largest part of its music streaming technology to Google’s Cloud Platform. Amazon.com, Inc. (NASDAQ:AMZN), nevertheless, remains a leader in the cloud business, with giants like Comcast Corporation (NASDAQ:CMCSA) and Samsung Electronics Co. among its customers.

Facebook Inc (NASDAQ:FB) continues to be Druckenmiller’s top equity position but, despite the stake being reduced by approximately 40% over the fourth quarter. As a result, Duquesne Capital now holds 2.53 million shares worth in excess of $264 million. 2015 was a great year for Facebook Inc (NASDAQ:FB) shareholders, with the stock having ended the year up by 35%. Facebook Inc (NASDAQ:FB) ended the year on a high note, having reported revenue of $5.84 billion and earnings of $0.79 per share for the fourth quarter, beating analysts’ estimates of $5.67 billion in revenue and earnings of $0.75 per share.

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