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Стэнли Дракенмиллер

13F AUM 5.21 B $
positions 90
filed August 14, 2026
NTRA · 16.6% NTRA 16.6% INSM · 5.7% INSM TSM · 5.4% TSM 5.4% EWZ · 5.1% EWZ 5.1% AMZN · 4.6% AMZN 4.6% STM · 4.5% STM 4.5% RSP · 3.7% RSP 3.7% YPF · 2.7% YPF CDW · 2.7% CDW TBBB · 2.3% TBBB GOOGL · 2.3% GOOGL STX · 2.3% STX FOXA · 2.2% FOXA UAL · 2.1% UAL SE · 2.0% SE NAMS · 2.0% NAMS IWM · 1.9% IWM SNDK · 1.5% SNDK RVMD · 1.4% RVMD SPY · 1.3% SPY BTDR · 1.2% BTDR CRH · 1.1% CRH DAL · 1.1% DAL TSLA · 1.0% TSLA FLR · 0.99% FLR DHI · 0.93% DHI CPNG · 0.89% CPNG AMD · 0.81% AMD PANW · 0.76% PANW CLF · 0.76% CLF HUT · 0.7% HUT CAI · 0.65% CAI ARGT · 0.58% ARGT FOX · 0.57% FOX WWD · 0.55% WWD META · 0.54% META NUVB · 0.49% NUVB PTGX · 0.49% PTGX ROKU · 0.49% ROKU CVCO · 0.47% CVCO ADMA · 0.45% ADMA PURR · 0.44% PURR RMBS · 0.44% RMBS RYTM · 0.43% RYTM SKY · 0.43% SKY DAKT · 0.42% DAKT PCT · 0.42% PCT SCCO · 0.41% LIN · 0.41% LIN ENTG · 0.41%

Small cells: SCCO 0.41%, ENTG 0.41%.

added new trimmed unchanged