JUST IN: Stanley Druckenmiller just updated his portfolio This is everything Duquesne Family and Stanley Druckenmiller owned as of the end of Q1 Natera $NTRA: $576.7M Taiwan Semiconductor $TSM: $201.2M STMicroelectronics $STM: $161.1M YPF Sociedad Anonima $YPF: $142.0M Insmed $INSM: $126.3M Brazil ETF $EWZ: $124.6M BBB Foods $TBBB: $113.6M NewAmsterdam Pharma $NAMS: $109.2M Sea Limited $SE: $96.8M Roku $ROKU: $93.2M Alcoa $AA: $92.9M Broadcom $AVGO: $83.7M Teva Pharmaceutical $TEVA: $82.1M Woodward $WWD: $73.6M Sandisk $SNDK: $54.1M Figure Technology $FIGR: $51.2M Revolution Medicines $RVMD: $46.0M Intel $INTC: $44.9M Coupang $CPNG: $43.5M Humana $HUM: $42.1M Seagate $STX: $40.6M CRH $CRH: $39.0M Lattice Semiconductor $LSCC: $39.0M Bloom Energy $BE: $38.6M Option Care Health $OPCH: $36.5M Twilio $TWLO: $36.0M Restaurant Brands $QSR: $34.6M Global X MSCI Argentina ETF $ARGT: $33.7M Jabil $JBL: $28.2M Caris Life Sciences $CAI: $28.1M Wabtec $WAB: $25.0M United Airlines $UAL: $24.6M Cleveland-Cliffs $CLF: $23.8M Arm Holdings $ARM: $22.5M iShares GSCI Commodity $GSG: $22.0M Southern Copper $SCCO: $21.7M Linde $LIN: $20.9M Unity Software $U: $20.4M Nuvation Bio $NUVB: $20.1M Qnity Electronics $Q: $19.8M Micron Technology $MU: $17.2M Protagonist Therapeutics $PTGX: $16.4M Coherent $COHR: $15.8M Belite Bio $BLTE: $15.2M Olema Pharmaceuticals $OLMA: $13.4M Xenon Pharmaceuticals $XENE: $13.0M ADMA Biologics $ADMA: $12.8M StubHub Holdings $STUB: $12.2M PureCycle Technologies $PCT: $12.1M Amazon $AMZN: $12.1M Celestica CLS: $12.0M Daktronics DAKT: $10.7M Cloudflare NET: $10.4M Twist Bioscience TWST: $10.1M LyondellBasell LYB: $9.9M Vista Energy VIST: $9.8M JBS JBS: $8.9M EchoStar SATS: $8.3M Almonty Industries ALM: $8.2M DBV Technologies DBVT: $7.5M Lumentum LITE: $6.8M Solstice Advanced Materials SOLS: $5.3M MercadoLibre MELI: $4.3M Westlake WLK: $1.9M Wave Life Sciences WVE: $1.2M

All these stocks hit new 52 WEEK HIGHS at some point today Nvidia $NVDA Taiwan Semiconductor $TSM Broadcom $AVGO Nebius $NBIS Marvell $MRVL Applied Materials $AMAT Rocket Lab $RKLB Ford $F Cisco $CSCO Bloom Energy $BE Nokia $NOK ASML Holdings $ASML Palo Alto Networks $PANW Crowdstrike $CRWD Texas Instruments $TXN Lam Research $LRCX Hewlett Packard Enterprise $HPE ON Semiconductor $ON Vertiv Holdings $VRT Knight-Swift $KNX Enbridge $ENB Tower Semiconductor $TSEM Applied Digital Corp $APLD Intuitive Machines $LUNR STMicroelectronics $STM Starbucks $SBUX CVS Corp $CVS Philip Morris $PM Echostar $SATS Morgan Stanley $MS J.B. Hunt Transport $JBHT Viking Holdings $VIK Fortinet $FTNT Sterling Infrastructure $STRL British American Tobacco $BTI Comfort Systems USA $FIX Core Scientific $CORZ Vicor Corp $VICR United Microelectronics $UMC Casey's General Stores $CASY Interactive Brokers $IBKR Borgwarner $BWA Targa Resources $TRGP Royalty Pharma $RPRX Arrowhead Pharma $ARWR Viasat $VSAT Ericsson $ERIC Docusign $DOC Madison Square Garden Sports $MSGS