Billionaire With 30 Years of 30% CAGR Gains Dumped Nvidia, Palantir, and Eli Lilly

• Stanley Druckenmiller delivered implicit 30% mean yearly returns for 3 decades astatine Duquesne Capital without a azygous losing year.

• Druckenmiller sold each his Nvidia (NVDA) shares by Q3 2024. His apical 3 holdings outperformed Nvidia since then.

• Druckenmiller exited Palantir successful Q1 2025 and sold each Eli Lilly shares successful Q3 2025.

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Very fewer investors tin lucifer Stanley Druckenmiller. He delivered an mean yearly instrumentality of implicit 30% implicit 3 decades astatine Duquesne Capital without a azygous losing year, but helium does not ain Nvidia (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and Eli Lilly (NYSE:LLY) today. We'll look into wherefore successful a bit.

Druckenmiller is simply a timeless icon who has done precise good successful the caller past, with his portfolio up 9.07% successful conscionable Q3 2025 alone.

His existent portfolio contains 62 holdings.

You'd expect his apical holdings to beryllium the accustomed Mag 7, positive immoderate AI stocks. After all, however tin you execute good without investing successful these stocks? Almost each hedge money and ETF that tried to sidestep these stocks ended up lagging the market.

Remember, Druckenmiller isn't conscionable any hedge money manager. He has managed to bash good with his apical holdings being astir devoid of immoderate AI bundle companies, with the lone AI stake being Taiwan Semiconductor (NYSE:TSM).

Let's instrumentality a look astatine his moves with these apical AI companies helium does not hold.

Stanley Druckenmiller started adding Nvidia shares successful precocious 2022, precise aboriginal connected aft ChatGPT's release. He bought successful Q4 2022, Q1 2023, and Q2 2023.

But starting successful Q3 2023, helium started shedding his NVDA stake. He sold for 5 consecutive quarters arsenic NVDA banal climbed higher and higher. He sold his past NVDA stock successful Q3 2024, erstwhile NVDA banal reached astir $135.

The banal is astatine $178 today, truthful did Druckenmiller marque a monolithic mistake? Likely not.

His apical 3 holdings contiguous person done a batch amended than Nvidia, and taking profits successful 2024 and shifting into those were thing but a miscalculation. Druckenmiller apt identified that NVDA banal became excessively costly for his liking and didn't person comparable upside imaginable vs. the stocks helium moved into.

Druckenmiller has had an on-and-off narration with Palantir. He sold implicit fractional his shares successful Q3 2021, past bought successful Q1 2022 and Q2 2022. Again, helium sold for implicit a twelvemonth consecutive from Q3 2022 to Q2 2023.

He took a interruption from the banal earlier buying successful Q1 2024, buying 770,000 shares earlier selling 94.6% of his shares (728,000) successful Q3 2024. He sold immoderate PLTR banal helium had near successful Q1 2025, presumably adjacent the highest terms of ~$120, arsenic Palantir's rally accelerated aggressively.