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Copy Stanley Druckenmiller’s AI sleeve

Stanley Druckenmiller’s (Duquesne Family Office) current AI-related holdings, with the Compass Consensus Score of this "sleeve." For education and information only — not advice or a recommendation.

Disclaimer:For education and information only. Not investment advice.
Copying this sleeve at each filing-date close+187.2%2024-08-142026-08-14 · QQQ +59.6%See the full scorecard →
This sleeve’s Consensus Score0100SLEEVE0SplitOpen this sleeve in Portfolio CheckSee full thesis & sources
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AI-related holdings

TSMTSMC48Split

Largest AI position at 5.4%

AMZNAmazon68Consensus

4.6%

GOOGLAlphabet86Strong consensus

2.3%

STXSeagate16Weak

2.3% — data-center storage

SNDKSanDisk16Weak

1.5% — NAND storage

AMDAMD32Weak

0.8%

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