Billionaire Druckenmiller buys $152 million in megacap tech stocks

Stanley Druckenmiller likes to marque large bets.

The 72-year-old billionaire erstwhile said that if you spot thing truly exciting, “Bet the ranch connected it.”

With the tech-heavy Nasdaq Composite down astir 2% twelvemonth to date, possibly his caller moves tin connection investors immoderate hints.

Druckenmiller was formerly George Soros’s right-hand man. He helped marque the celebrated stake against the British lb successful 1992, a commercialized that “broke the Bank of England.”

He is the erstwhile president and president of Duquesne Capital Management, which helium founded successful 1981 and managed until it closed successful 2010. Over its astir 3 decades, the steadfast delivered an mean yearly instrumentality of 30%.

After Druckenmiller closed Duquesne Capital to extracurricular investors, helium actively managed his wealthiness and investments nether a household bureau structure, present called Duquesne Family Office.

Duquesne Family Office returned 37% implicit the past twelvemonth and gained 123.25% implicit the past 5 years, according to information from Stockcircle.

Some megacap exertion names were among Druckenmiller's astir notable buys successful the 4th fourth of 2025, according to Whalewisdom's information based connected 13F filings.

Amazon (AMZN) remained 1 of the fund’s largest positions, with Druckenmiller adding  300,870 shares worthy astir $63 million, expanding the involvement by 68.8%. Amazon is the fund's seventh-largest holding.

Notably, Amazon was besides 1 of George Soros's fund's largest buys successful the 4th quarter, with Soros Fund Management adding 133,385 shares.

Related: Billionaire George Soros buys $137M successful AI chips, trims Alphabet

Druckenmiller besides sharply raised his Alphabet (GOOGL) presumption by 276.7% from the erstwhile quarter, adding 282,800 shares worthy astir $89 million.

Druckenmiller's moves travel arsenic some companies proceed to ramp up spending connected artificial quality infrastructure and cloud. Shares of the Google genitor surged astir 30% during the 4th quarter, portion Amazon gained 5%.

In contrast, Druckenmiller afloat exited Meta, selling each 76,100 shares aft the banal tumbled 10% successful the erstwhile quarter.

Within semiconductors, Druckenmiller reduced his Taiwan Semiconductor (TSM) involvement by 29%, bringing it to his eighth-largest holding, down from the fourth-largest presumption successful Q3 2025.

TSMC is the world’s largest spot foundry and a captious shaper for Nvidia (NVDA) and different AI spot makers.

On Jan. 15, the institution posted beardown fourth-quarter results, arsenic net per ADR roseate 35% twelvemonth implicit twelvemonth to $3.14. Revenue for the 4th reached $33.73 billion, up 25.5% from a twelvemonth ago. Gross margin, a cardinal profitability measure, was 62.3%, up from 59.5% a twelvemonth ago.