In this article, we will take a look at billionaire Stanley Druckenmiller’s 10 best stock picks.
Stanley Druckenmiller originally rose to prominence by managing George Soros’ Quantum Fund, where he oversaw the $10 billion currency bet that “broke the Bank of England” in 1992. Having launched Duquesne Capital in 1981, he delivered annualized returns exceeding 30% before the fund closed in 2010. After the closure, Stanley has been managing his investments through Duquesne Family Office LLC.
Druckenmiller, known for his rigorous, well-timed trading rhythm, employs a top-down approach that blends long and short bets to capitalize on market shifts. According to the Financial Times, the seasoned investor has never experienced a negative year while operating his hedge fund and family office.
The market is once again paying attention to the billionaire, especially after President Trump’s selection of Kevin Warsh as chairman of the Federal Reserve, which thrust Druckenmiller into the spotlight, given that he was Warsh’s long-time boss. Druckenmiller had expressed to several on Wall Street that he was hopeful Warsh would obtain the post. Speaking to the Financial Times, the billionaire stated:
“I’m really excited about the partnership between [Warsh] and Bessent. Having an accord between the Treasury secretary and Fed chair is ideal.”
In addition to his longstanding criticism of excessive government borrowing, Druckenmiller holds former Fed Chairman Paul Volcker in high regard as the man who controlled inflation by raising interest rates high enough to trigger a severe recession and restore the Fed’s reputation.
Our Methodology
To curate our list of the best stocks to buy according to billionaire Stanley Druckenmiller, we scanned Duquesne Family Office LLC’s Q3 2025 13F filings, using Insider Monkey’s 13F database.
We have added performance for each stock from the end of Q3 2025 through February 13, providing readers with insight into how Duquesne Family Office LLC’s portfolio picks have performed over that period.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. Unity Software Inc. (NYSE:U)
Share Price Performance (Sep 30 – Feb 13): -53.35%
Duquesne Family Office’s Stake Value: $35.33 million
Number of Hedge Fund Holders: 74
Unity Software Inc. (NYSE:U) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On February 12, Benchmark maintained its Hold rating on Unity Software Inc. (NYSE:U), citing the company’s fourth-quarter financial results, which topped forecasts. Unity Software Inc. (NYSE:U) posted revenue of $503 million in the quarter, up 10% year-over-year and exceeding the average forecast of $492.8 million. At the same time, Unity’s adjusted EBITDA came in at $125 million, with a 25% margin, exceeding the average estimate of $117.8 million.
Unity’s first-quarter projection suggests a major reset, despite the company’s impressive fourth-quarter results. Although the company recorded solid actual results, management provided a forecast for first-quarter revenue between $480 million and $490 million, essentially the same range as the initial estimate for the fourth quarter.
Benchmark sees Unity’s position at the forefront of the AI revolution as misguided, arguing that the company remains part of an older development and ad tech stack that is susceptible to reshaping by frontier AI models that will transform both creation and monetization.
Unity Software Inc. (NYSE:U) operates a platform for creating and growing games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices worldwide.
9. GE Vernova Inc. (NYSE:GEV)
Share Price Performance (Sep 30 – Feb 13): 30.45%
Duquesne Family Office’s Stake Value: $47.54 million
Number of Hedge Fund Holders: 108
GE Vernova Inc. (NYSE:GEV) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. Baird upgraded GE Vernova Inc. (NYSE:GEV) to Outperform on February 4, stating that the firm is well-positioned to be among the largest beneficiaries of a growing energy-infrastructure cycle and that the market had misjudged the timing and magnitude of a potential surplus in gas power.
According to analyst Ben Kallo, earlier worries over industry overcapacity “will not materialize in the near- to intermediate-term,” citing recent assessments spanning conferences, investor talks, and company commentary.
Baird highlighted that margin growth is merely getting started, with adjusted EBITDA margins expected to rise “to 13.2% in full-year 2026 and eventually hit 20% to 21% by 2030.” The firm also emphasized GE Vernova’s backlog potential, noting that the company ended 2025 with “83 GW of gas turbine capacity contracted,” with approximately half in firm orders and half in slot-reservation contracts.
GE Vernova Inc. (NYSE:GEV) is an energy company that provides products and services for generating, transmitting, orchestrating, converting, and storing electricity in the US, Europe, Asia, the Middle East, and Africa.
8. Sea Limited (NYSE:SE)
Share Price Performance (Sep 30 – Feb 13): -40.28%
Duquesne Family Office’s Stake Value: $49 million
Number of Hedge Fund Holders: 102
Sea Limited (NYSE:SE) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On February 11, Morgan Stanley reduced Sea Limited’s (NYSE:SE) price target to $173 from $209, retaining an Overweight rating on the company’s shares. As e-commerce develops with the rise of AI, the firm believes Sea Limited (NYSE:SE) will prioritize operational expenditures to strengthen its competitive edge.
Given a wider base, Morgan Stanley predicts that Sea’s e-commerce gross merchandise value growth would surpass 20% in 2026, capping off a solid 2025.
Additionally, on February 9, BofA Securities maintained its Buy rating on Sea Limited (NYSE:SE) but reduced its price target from $182 to $150. Although BofA anticipates steady revenue momentum across all business sectors, the revision reflects the firm’s expectation of pressure on Sea’s e-commerce margins from ongoing investments in Southeast Asia, Taiwan, and Brazil.
Sea Limited (NYSE:SE) is a leading internet and technology company based in Singapore. It operates across three main business segments: Digital Entertainment, E-commerce, and Digital Financial Services.
7. Carpenter Technology Corporation (NYSE:CRS)
Share Price Performance (Sep 30 – Feb 13): 54.68%
Duquesne Family Office’s Stake Value: $54 million
Number of Hedge Fund Holders: 67
Carpenter Technology Corporation (NYSE:CRS) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On January 29, Carpenter Technology Corporation (NYSE:CRS) reported second-quarter fiscal year 2026 earnings results, with an operating income of $155.2 million, a rise of 31% from $118.9 million in the second quarter of the previous year.
Carpenter’s largest division, the Specialty Alloys Operations (SAO), delivered notable performance, with operating income of $174.6 million, up 29% from $135.6 million in Q2 of the last fiscal year. The division also set a historical high in adjusted operating margin at 33.1%, marking its sixteenth consecutive quarter of improved margins.
That said, Aerospace and Defense remains Carpenter’s core growth driver, accounting for 65% of net sales and growing 15% year-over-year. Notably, commercial aerospace bookings increased 23% sequentially, indicating robust sector demand.
Looking ahead, Carpenter Technology Corporation (NYSE:CRS) updated its full-year estimate, predicting adjusted operating income of $680-700 million this year, a 30-33% increase over the previous. Moreover, the company added an operational income target of $765-800 million for fiscal year 2027.
Carpenter Technology Corporation (NYSE:CRS) is a global provider of high-performance specialty alloys and advanced materials for critical applications. The company also offers process solutions such as additive manufacturing and custom-engineered products.
6. Roku, Inc. (NASDAQ:ROKU)
Share Price Performance (Sep 30 – Feb 13): -10.06%
Duquesne Family Office’s Stake Value: $82.35 million
Number of Hedge Fund Holders:
Roku, Inc. (NASDAQ:ROKU) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On February 13, Evercore ISI boosted Roku, Inc. (NASDAQ:ROKU)’s price target to $150 from $145 while keeping an Outperform rating following the company’s fourth-quarter results announcement. The streaming company posted what Evercore deemed a “clean beat and raise” quarter, with quarterly revenue and EBITDA surpassing street estimates by 3% and 17%, respectively.
Even with a 10-percentage-point harsher comparison, platform sales growth surged to 18% year-over-year in Q4 versus 17% in the previous quarter, and this is anticipated to further improve to above 21% in Q1 2026.
Evercore cited several possible drivers for Roku, Inc. (NASDAQ:ROKU), including Amazon DSP adoption, a Home Screen revamp, and U.S. political advertising, all of which are likely to add to growth through 2026, with Roku Ad Manager viewed as a potential long-term growth driver.
Founded in 2002, Roku, Inc. (NASDAQ:ROKU) is an American company specializing in smart TVs and streaming devices. The company licenses its streaming technology to other manufacturers and runs an advertising campaign via its streaming network.
5. MercadoLibre, Inc. (NASDAQ:MELI)
Share Price Performance (Sep 30 – Feb 13): -14.92%
Duquesne Family Office’s Stake Value: $136.3 million
Number of Hedge Fund Holders: 56
MercadoLibre, Inc. (NASDAQ:MELI) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. JPMorgan raised MercadoLibre, Inc. (NASDAQ:MELI) from Neutral to Overweight on February 12, given indications of softening competition, lower risk earnings projections, and ongoing strong growth in Brazil. The firm claimed that since Shopee has increased its take rates to levels comparable to MercadoLibre’s on higher-end items, the pressures from competition began to diminish.
JPMorgan stated that it no longer anticipates any major downside to market projections for 2026 and 2027 financial results. Estimates have been drastically reduced since mid-2025, when worries about competition grew when Shopee reduced its free delivery criteria.
The firm also stated that it projects continuing growth in Brazil, which is MercadoLibre’s largest market. It predicts that the country’s GMV will increase by more than 30% in local currency during the fourth quarter, aided by clearer comparisons and a spike in app usage. JPMorgan now anticipates revenue, operating profit, and earnings to rise by 35%, 34%, and 41% in 2026, respectively, owing to currency appreciation in Brazil and Mexico, margin improvement, and rapid credit growth.
MercadoLibre, Inc. (NASDAQ:MELI) provides an online commerce platform and related services. It works in four geographical segments: Brazil, Argentina, Mexico, and Other Countries.
4. Woodward, Inc. (NASDAQ:WWD)
Share Price Performance (Sep 30 – Feb 13): 50.13%
Duquesne Family Office’s Stake Value: $159.9 million
Number of Hedge Fund Holders: 52
Woodward, Inc. (NASDAQ:WWD) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. UBS reaffirmed its Buy rating on Woodward, Inc. (NASDAQ:WWD) but increased the company’s price target from $378 to $417 on February 3. The hike came after Woodward’s impressive quarterly results and guidance increases across all divisions, despite management’s cautious forecast for the second through fourth fiscal quarters.
UBS stated that growth is strong in both the aerospace and industrial end markets, with Woodward, Inc. (NASDAQ:WWD) benefiting from content yield amplification and pricing power, while productivity initiatives are becoming more evident in margin improvements.
The firm isn’t expecting these positive trends to weaken in the near future, and expects profitability to surpass estimates “for potentially years to come,” despite what it called “abnormally strong spares sales” in the first fiscal quarter.
Woodward, Inc. (NASDAQ:WWD) designs and manufactures energy conversion and control solutions. Its solutions are used in the aerospace and industrial markets, including power generation and renewable energy systems.
3. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Share Price Performance (Sep 30 – Feb 13): 31.18%
Duquesne Family Office’s Stake Value: $213.6 million
Number of Hedge Fund Holders: 194
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On February 12, DA Davidson began coverage of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), issuing it a Buy rating and a $450 price target. The firm stated that the company’s “compounding execution moat in leading edge manufacturing” results in a “durable, self-reinforcing advantage” as interest in artificial intelligence processing grows.
Taiwan Semi’s competitive edge, according to DA Davidson, comes from its capacity to “repeatedly industrialize architectural transitions into predictable, high volume platforms,” pointing out that consumers ultimately choose timely delivery of products at a reasonable cost.
Although rivals can match specific characteristics “on paper,” the firm states that Taiwan Semi’s advantage lies in its capacity to transform new devices and power architectures into “high yield, high throughput manufacturing with validated enablement and predictable ramps.”
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a leading Taiwanese semiconductor manufacturer. The company’s core offerings include wafer fabrication, mask manufacturing, and engineering support services.
2. Teva Pharmaceutical Industries Limited (NYSE:TEVA)
Share Price Performance (Sep 30 – Feb 13): 68.22%
Duquesne Family Office’s Stake Value: $335.1 million
Number of Hedge Fund Holders: 60
Teva Pharmaceutical Industries Limited (NYSE:TEVA) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. Truist Securities boosted Teva Pharmaceutical Industries Limited (NYSE:TEVA)’s price target to $38 from $36 on January 28, retaining a Buy rating for the pharma company. The revision comes after Teva’s Q4 2025 results that featured a one-time $500 million Duvakitug Phase 3 landmark contribution.
Truist emphasized that the upcoming enactment of the Inflation Reduction Act and recent inventory loading will make comparisons more difficult for Teva’s Austedo franchise in 2026. The firm also stated that the generics division will have to deal with the loss of about $300 million in sales of gRevlimid during the first quarter of 2026.
Despite these obstacles, Truist believes Teva’s expansion remains in its early stages, with several pipeline drivers anticipated in 2026. The firm also mentioned a possible FDA ruling on Olanzapine LAI in the latter half of 2026, which might open what Truist calls a “de-risked $3B peak sales opportunity” for Teva’s schizophrenia portfolio.
Teva Pharmaceutical Industries Limited (NYSE:TEVA) develops, manufactures, markets, and distributes generic and other medicines & biopharmaceutical products in the US, Europe, Israel, and internationally.
1. Insmed Inc. (NASDAQ:INSM)
Share Price Performance (Sep 30 – Feb 13): 3.29%
Duquesne Family Office’s Stake Value: $348.9 million
Number of Hedge Fund Holders: 73
Insmed Inc. (NASDAQ:INSM) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On January 23, Roth/MKM began coverage of Insmed Inc. (NASDAQ:INSM) with a Buy rating and a $212 price target. The firm pointed to Insmed’s solid position for further upside in 2026, with predictions that the company’s Brinsupri medication will continue to exceed market expectations.
Moreover, the firm assigned a 75% probability of success to the company’s Phase 3 ENCORE trial, with results expected in March or April. A favorable outcome might generate roughly $1.3 billion in frontline Arikayce sales.
Although Roth/MKM views the brensocatib CEDAR trial for hidradenitis suppurativa as risky, the firm believes the recent CRSsNP setback has reset investor expectations ahead of the second-quarter 2026 report, boosting the stock’s risk/reward outlook.
Insmed Inc. (NASDAQ:INSM) is a biopharmaceutical company that develops and commercializes therapies for patients with serious and rare diseases. The company’s most advanced programs focus on pulmonary and inflammatory conditions.
While we acknowledge the potential of INSM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than INSM and that has 100x upside potential, check out our report about this cheapest AI stock.
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