Stanley Druckenmiller 13F Portfolio: Top 5 Stocks

In this piece, we will take a look at Stanley Druckenmiller’s 13F portfolio and its top five stock picks. If you want to learn more about the hedge fund investor’s history then on over to Stanley Druckenmiller 13F Portfolio: Top 15 Stocks.

5. Lamb Weston Holdings, Inc. (NYSE:LW)

Stanley Druckenmiller’s Q2 2023 Investment: $237.6 million

Lamb Weston Holdings, Inc. (NYSE:LW) is a frozen food products company that sells a variety of items such as vegetables and dairy products. Considering the fears of a recession in the U.S., the shares can provide a buffer against the losses due to the firm’s business model.

During Q2 2023, Mr. Druckenmiller’s firm owned a $237 million stake in Lamb Weston Holdings, Inc. (NYSE:LW). Along with him, 47 of the 910 hedge funds part of Insider Monkey’s database had also invested in the company. Out of these, Lamb Weston Holdings, Inc. (NYSE:LW)’s biggest investor is Sharlyn C. Heslam’s Stockbridge Partners since it owns a stake worth $345 million.

4. Eli Lilly and Company (NYSE:LLY)

Stanley Druckenmiller’s Q2 2023 Investment: $251.6 million

Eli Lilly and Company (NYSE:LLY) is one of the largest pharmaceutical companies in the world. The firm bucked the broader trend among pharmaceuticals as it beat analyst EPS estimates for its second quarter earnings.

By the end of June 2023, 87 of the 910 hedge funds polled by Insider Monkey had bought a stake in Eli Lilly and Company (NYSE:LLY). Ken Fisher’s Fisher Asset Management is the firm’s largest hedge fund shareholder through an investment of $1.9 billion.

3. Microsoft Corporation (NASDAQ:MSFT)

Stanley Druckenmiller’s Q2 2023 Investment: $282.3 million

Microsoft Corporation (NASDAQ:MSFT)’s position as Mr. Druckenmiller’s third biggest investment isn’t surprising due to his optimism about investing in the right artificial intelligence firms. The firm has invested more than a billion dollars in OpenAI, the firm behind ChatGPT.

Insider Monkey dug through 910 hedge funds for their second quarter of 2023 shareholdings and discovered that a whopping 300 had invested in the company. Out of these, Michael Larson’s Bill & Melinda Gates Foundation Trust is Microsoft Corporation (NASDAQ:MSFT)’s biggest investor since it owns 39.2 million shares that are worth $13.3 billion.

2. Coupang, Inc. (NYSE:CPNG)

Stanley Druckenmiller’s Q2 2023 Investment: $363.7 million

Coupang, Inc. (NYSE:CPNG) is an electronic commerce company that sells accessories, food, and other products. The firm has either met or beaten analyst EPS estimates for its four latest quarters and the stock is rated Buy on average.

Stanley Druckenmiller’s Duquesne Family Office owned 20.9 million shares that were worth $363 million during 2023’s June quarter. During the same time period, 47 of the 910 hedge funds part of Insider Monkey’s research had also bought the firm’s shares. Out of these, Coupang, Inc. (NYSE:CPNG)’s largest stakeholder is Lee Ainslie’s Maverick Capital courtesy of an investment worth $1.3 billion.

1. NVIDIA Corporation (NASDAQ:NVDA)

Stanley Druckenmiller’s Q2 2023 Investment: $401.9 million

If you’d read our introduction, you wouldn’t be surprised to learn that NVIDIA Corporation (NASDAQ:NVDA) is Stanley Druckenmiller’s largest investment as of June 2023. The firm is a crucial player in the artificial intelligence industry courtesy of its graphics processing units (GPUs) and computing products that power AI models.

175 of the 910 hedge funds polled by Insider Monkey had invested in NVIDIA Corporation (NASDAQ:NVDA) as of Q2 2023. Rajiv Jain’s GQG Partners is the biggest shareholder among these since it owns a $5.8 billion stake.

Disclosure: None.  You can also take a look at Jim Chanos’ 10 Short Positions in 2023 and 12 Best Performing Bank Stocks in 2023.

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