The Motley Fool8. aug. 2026, 18.15
Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.
Billionaire investor Stanley Druckenmiller has dramatically reduced his exposure to megacap tech stocks, holding only Amazon as a minor position (0.32%) among the Magnificent Seven and completely exiting Alphabet. Instead, he's concentrating his $3 billion portfolio in biotech (Natera at 21%), semiconductors (Taiwan Semiconductor at 5.7%), and emerging markets, while adding positions in semiconductor suppliers like Broadcom, Micron, and STMicroelectronics.
