"Stanley Druckenmiller never had a losing year in three decades running money. When someone with that track record loads up on mega-cap tech, you pay attention. His Duquesne Family Office holds concentrated positions in five growth names trading at reasonable multiples. These are not speculative moonshots. They are dominant platforms compounding at 15% to 25% with valuations that will not kill you if the market hiccups."
"Q3 2025 revenue hit $180.17 billion, up 13.4% year-over-year, with net income of $21.19 billion growing 36.4%. Operating margin reached 11.1% as AWS profitability overwhelms retail's low margins. Forward P/E of 29x represents a 15% discount to the trailing 35x multiple. Amazon beat estimates by 27% in Q3 2025, continuing a streak of 20%+ surprises. Analysts set a $296 target, implying 27% upside."
Stanley Druckenmiller's Duquesne Family Office holds concentrated positions in five growth mega-cap technology companies trading at reasonable multiples. The portfolio targets dominant platforms compounding revenue and earnings roughly 15%–25% with durable moats rather than speculative moonshots. Amazon exhibits margin expansion as AWS leverage lifts operating margin and net income, trading at a forward P/E discount to historical multiples with analyst upside. Meta achieved an operational turnaround with higher margins, strong ROE, revenue growth, and initiated a dividend reflecting free cash flow confidence. Alphabet provides broad, cost-effective AI exposure supported by large earnings beats and attractive valuation metrics.
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