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I always follow the smart money, but I've noticed that sometimes, as these legends age, their performance can decline. I know that sounds harsh, but it's something I believe.

That being said, here are the latest 13F filings for Stan Druckenmiller:

  • He is missing some names he should have

  • The only thing we have in common is $PANW.

Here are some noteworthy points from Stanley Druckenmiller’s latest 13F filings:

  • Added:

    • $IWM: $664M worth of calls. This is incredible, as it shows he sees a broadening market to small caps.

    • $KRE: 307K shares. Stan likes regional banks.

    • $RDDT (Reddit): 175K shares. He seems to recognize the need for real-time data from platforms like Reddit.

    • $PANW (Palo Alto Networks): 74K shares, likely bought on the Q1 dip with Nancy - like me.

  • Sold:

    • All of his $ABCL and $DKNG.

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Comments

dougart11

I am unable to understand Trader talk but I aesily understand my portfolio numbers. All crypto, stocks confuse me. My numbers are up 200% mostly because of James advice on Bitcoin and Solana. Thats all I got and keeping it simple is working,thanks James.

SolSurf

Keeping it simple and focused has really changed the game for me. Doing the same with Sol alts now too. Interesting Stan is into regional banks. I work for one and it's been a tough biz but really starting to make a turn now. just so everyone knows.

Joshy

Tough one. It pays somewhat to be a contrarian until you see the big money follow the moves you already made. But then your contrarian play has to be proven right long term or you're SOL haha. Agree it also pays to see what those in the know are doing, as they may have heard something you haven't yet.

Praachan

I came out of NVDA last week. Got a bag full of dry power..waiting for an entry point for more Tesla..looking for a 230 240 entry!!!

Mauiman

I must be an amazing trader then because I switched 80% of my 401(k) to small caps a couple of months ago😀

RadRich

Same but add Tesla if u wanna be monkey see and monkey do . Like me .

Cyber Doodle

Perhaps calls on the Russell

onedollaretc

As Jensen Huang repeatedly stated that AI is just the beginning of the Fourth Industrial Revolution, NVDA will go much much higher(at least $10T market cap).

Mario Gomez

I see you mention that you purchased PANW in Q1. And that it is the only stock in common with Druckenmiller. Have you since sold out of that position?

dougart11

I bought some a couple months ago and lost money after a week, so I figured stick with whats working, I am a horrible investor.

Donald

What’s going on with the Render swap?