Risk-averse investors are scrambling to protect their portfolios from volatility. As a result of the financial stability that has prevailed over the last decade, these types of portfolios have emerged. The 49 stocks in Druckenmiller’s portfolio are concentrated in the technology and basic materials industries. Between October and December, Druckenmiller’s fund sold 15 stocks. A $250 million drop in the value of the fund’s portfolio occurred in the fourth quarter. End-December 2021, Duquesne Capital’s portfolio included Alphabet Inc. and Microsoft Corporation.
Here is Insider Monkey’s list of the 10 best stocks to buy according to Stanley Druckenmiller. T-Mobile US, Inc. stockholder Viking Global owns more than 10 million shares worth more than $1.3 billion. During the fourth quarter, the fund reduced its holdings in the company by 7%. There were 824,440 shares worth $96.7 million in the fund’s portfolio of Chevron Corporation. Since the second quarter of 2020, Druckenmiller’s portfolio has included Booking Holdings Inc. 3.73 percent of the portfolio was held by Duquesne Capital, which owned a total of 42,917 shares worth close to $103 million. Carvana Co. was owned by Duquesne Capital, which held 522,127 shares worth $121 million, or 4.38 percent of the company’s total holdings. As a result, it amassed a 281% quarter-over-quarter increase in its stake in the business. Cybersecurity solutions are offered by Palo Alto Networks, Inc. The London-based Generation Investment Management has 1.6 million shares worth over $773 million, making it a significant shareholder. During the fourth quarter, the fund reduced its stake in the company by 43%. For more details, click the 10 Best Stocks To Buy According To Stanley Druckenmiller.