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.

This sleeve’s Consensus ScoreOpen this sleeve in Portfolio Check →See full thesis & sources →

AI-related holdings

SNDKSanDisk24Weak

New position (NAND storage)

STXSeagate24Weak

New position (HDD / data-center storage)

MUMicron44Split

Added (HBM memory)

AVGOBroadcom24Weak

New position (custom AI silicon)

GOOGLAlphabet54Split

All 385,000 shares exited

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