Billionaire Stanley Druckenmiller Dumped Micron, Intel, and Broadcom: Here Are the AI Infrastructure Stocks He Bought Instead

Stanley Druckenmiller’s Duquesne Family Office exited Micron, Intel, and Broadcom in the second quarter, according to the fund’s Form 13F as of June 30, 2026, filed August 14, 2026. The sales closed out 23,400 shares of Micron, 411,400 shares of Intel, and 195,955 shares of Broadcom. In the same filing, Duquesne opened new stakes in Equinix (NASDAQ:EQIX | EQIX Price Prediction) and Lam Research (NASDAQ:LRCX). A 13F is a point-in-time snapshot of U.S.-listed long equity holdings disclosed roughly 45 days after quarter end, so it says nothing about what Druckenmiller owns today.

Three Exits, One Common Thread

The Micron (NASDAQ:MU) exit came after a fierce run. Micron trades near $955.72 and is up 669.05% over one year. Intel (NASDAQ:INTC) is up 266.65% over one year despite carrying a GAAP loss-adjacent profile complicated by the CHIPS Act escrow. Broadcom (NASDAQ:AVGO) is the surprise: management is…