By James Brumley
Publication Date: 2026-06-03 19:36:00
Your personal portfolio doesn’t necessarily need to mirror a billionaire investor’s holdings. But let’s face it — they manage billion-dollar portfolios for a reason.
And that’s what makes Stanley Druckenmiller’s current positions so interesting to investors on the hunt for a new pick. The former hedge fund manager doesn’t own the obvious and usual suspects, such as Nvidia or Alphabet, even though these names are currently the world’s biggest and most ownable publicly traded companies. Rather, Druckenmiller’s family’s top holding right now is its $600 million position — 18% of the portfolio — in a healthcare company called Natera (NTRA 0.41%).
Here’s a closer look.
Image source: Getty Images.
What’s Natera?
With a market cap of just over $30 billion, Natera is not exactly a household name. But Druckenmiller seems to think it could eventually become one. And for good reason.
Natera offers a wide range of genetic testing, including prenatal testing for potential birthing-related problems to determining how a tumor is likely to respond to a particular cancer treatment to figuring out the likelihood that a patient’s body will reject a transplanted organ. This information would have been difficult, if not impossible, to know before medical science was able to study DNA in detail.
Natera has taken this young science and made great strides in putting it to marketable use. Last year’s top line of $2.3 billion was up 35% year over year. Analysts are looking for revenue of $2.8…
