Billionaire Stanley Druckenmiller Still Isn’t Buying Nvidia. But He Just Loaded Up on These 3 Stocks Driving the Next Stages of the AI Boom. | The Motley Fool

Billionaire Stanley Druckenmiller Still Isn’t Buying Nvidia. But He Just Loaded Up on These 3 Stocks Driving the Next Stages of the AI Boom. | The Motley Fool

By Adria Cimino
Publication Date: 2026-05-18 22:10:00

It’s that time of year again. Billionaire investors have offered us a glimpse into their latest trades — in this case, during the first quarter of the year — and we may use this precious information for investing inspiration. How does this happen? Managers of more than $100 million in securities must file their latest moves on a quarterly basis with the Securities and Exchange Commission, and these 13F filings are publicly available.

Today, I’m focusing on the latest moves of Stanley Druckenmiller, an investor with an impressive track record over time. At the helm of Duquesne Capital Management, he delivered an average annual return of 30% over three decades — without losing money during any of those years. Druckenmiller has been retired for many years but today leads investing at the Duquesne Family Office.

And here, the billionaire recently made a few key moves concerning artificial intelligence (AI) stocks. Druckenmiller still isn’t buying Nvidia (NVDA 1.38%), a stock he sold a couple of years ago and said he would consider returning to, but he just loaded up on three stocks driving the next stages of the AI boom. Let’s check out this top investor’s latest moves.

Image source: Getty Images.

Stanley Druckenmiller and Nvidia

So, first, it’s important to note Druckenmiller’s past experience with Nvidia. The stock was the billionaire’s top position for part of 2023 — but he started cutting that position later in the year. A year later, Druckenmiller would go on to…