By Trevor Jennewine
Publication Date: 2026-01-17 08:05:00
Star fund manager Stanley Druckenmiller sold Broadcom and bought Sandisk in the third quarter.
Billionaire Stanley Druckenmiller ran Duquesne Capital between 1981 and 2010. The hedge fund returned 30% annually without a single down year during that period, which qualifies him as one of the most successful money managers in history. Druckenmiller does not take clients anymore, but he still manages his own wealth through Duquesne Family Office.
In the third quarter, Druckenmiller sold his position in semiconductor company Broadcom (AVGO +2.63%) and started a position in flash memory maker Sandisk (SNDK +1.07%), a stock that has added 1,050% since it was spun off from Western Digital in February 2025.
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Broadcom
Broadcom has a dominant position in three semiconductor markets: wireless networking, wired (Ethernet) networking, and application-specific integrated circuits (ASICs)….
