The Motley Fool8 Αυγ 2026, 6:15 μ.μ.
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.
