13F Track: Stanley Druckenmiller’s Latest Add & Sold

Capital_Insights
05-20

Some things people may have missed from Stanley Druckenmiller’s latest 13F filings:

He added:

$iShares Russell 2000 ETF(IWM)$ —> $664M worth of calls, this to me is incredible…he really sees the broadening of this market to small caps

$SPDR S&P Regional Banking ETF(KRE)$ —> 307K shares, Stan likes regional banks…

$Reddit(RDDT)$ Reddit —> 175K shares, seems like he saw the need for real time data from platforms like Reddit

$Palo Alto Networks(PANW)$ —> 74K shares, likely on the Q1 dip with Nancy

Sold:

All of his $AbCellera Biologics(ABCL)$ and $DraftKings Inc.(DKNG)$

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Stanley Druckenmiller’s holdings gained 26.23% in Q124,

The top 8 stocks by market value are: $Microsoft(MSFT)$ $Coupang, Inc.(CPNG)$ $Teck Resources Ltd(TECK)$ $Vistra Energy Corp.(VST)$ $Natera(NTRA)$ $NVIDIA Corp(NVDA)$ $COHERENT(COHR)$ $GE Aerospace(GE)$

Do you have interest in the above stocks？

>>Join to 🎁Track Q124 13F: Share Your Trusted Institutional Additions📈

13F: How Do Institutions Change Their Portfolio?
Hedge funds and institutions have released their holdings through 13F disclosures. Their reports will influence a great number of stocks. -------------------- How do they change their portfolio? What investing clue can we follow?
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Comments

  • VincentHughes
    05-20
    VincentHughes
    However, I'm not sure about the significance of his selling of ABCL and DKNG.
  • BlancheElsie
    05-20
    BlancheElsie
    Thank you!
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