Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks
Billionaire investor Stanley Druckenmiller has made significant changes to his portfolio, selling all shares of Alphabet while investing heavily in memory and storage stocks. His recent 13F filing revealed purchases of Sandisk, Micron Technology, and Seagate Technology. Druckenmiller's strategy appears to focus on capitalizing on the growing demand for high-capacity storage solutions amid the AI boom.
- ▪Stanley Druckenmiller sold his entire stake in Alphabet, amounting to 385,000 shares.
- ▪He invested in Sandisk, Micron Technology, and Seagate Technology, which are experiencing high demand due to AI data center infrastructure.
- ▪Druckenmiller's fund typically holds investments for around eight months, indicating a strategy of profit-taking.
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Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks Sean Williams, The Motley Fool Tue, May 19, 2026 at 2:26 AM PDT 4 min read You might not realize it, but Friday, May 15, was one of the most important days of the second quarter -- and not just because it marked Jerome Powell's final day as Fed chair. It was the deadline for institutional investors with over $100 million in assets under management to file Form 13F with regulators. With Warren Buffett retired, Stanley Druckenmiller of Duquesne Family Office might be the new most-followed billionaire money manager on Wall Street.
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