NVDA
NVIDIA
-- 138.850 TSLA
Tesla
-- 355.840 INTC
Intel
-- 23.600 BABA
Alibaba
-- 124.730 SMCI
Super Micro Computer
-- 47.910 
Stanley Druckenmiller bought the AI stocks before anyone was truly talking about it.
Let’s dig into his holdings![]()
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Here is the breakdown of his top positions.
32.14% of his portfolio is related to AI.
His top AI related holdings include:
$NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $Alphabet-A (GOOGL.US)$ $Amazon (AMZN.US)$ $Taiwan Semiconductor (TSM.US)$ $Meta Platforms (META.US)$ $Advanced Micro Devices (AMD.US)$
32.14% of his portfolio is related to AI.
His top AI related holdings include:
$NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $Alphabet-A (GOOGL.US)$ $Amazon (AMZN.US)$ $Taiwan Semiconductor (TSM.US)$ $Meta Platforms (META.US)$ $Advanced Micro Devices (AMD.US)$
AI stocks return this far:
NVDA +$94,264,662 or +75%
MSFT +$25,960,883 or +14%
GOOGL +$7,645,046 or +9%
AMZN +$7,167,001 or +9%
TSM +$3,604,174 or +7%
META +$19,020,636 or +60%
AMD +$9,600,551 or +42%
Total AI related gains: +$167,263,953
% gain vs AUM($2.3B): +7.2%
NVDA +$94,264,662 or +75%
MSFT +$25,960,883 or +14%
GOOGL +$7,645,046 or +9%
AMZN +$7,167,001 or +9%
TSM +$3,604,174 or +7%
META +$19,020,636 or +60%
AMD +$9,600,551 or +42%
Total AI related gains: +$167,263,953
% gain vs AUM($2.3B): +7.2%
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NorcalSalsa : A little late to help anybody now.
181332665 : Thanks for the info.
I have a question!
How do I view Drackenmiller's portfolio??