Stanley Druckenmiller increased his stake in TSMC in the first quarter.

The 13F report shows that Stanley Druckenmiller's Duquesne Family Office LLC initiated long positions in DocuSign, CCC Intelligent Solutions, EQT, Caesars Entertainment, and Twilio in the first quarter. They exited positions in SLM, United States Steel Corporation, Warner Bros. Discovery, Vistra, among others. They increased their holdings in Flutter, TSMC, Insmed, Teva Pharmaceutical, and Eli Lilly. They reduced their holdings in related companies COHR, Seagate Technology, Natera, United Airlines, and Amazon. The top five holdings in their portfolio are Natera, Teva Pharmaceutical, South Korean e-commerce company Coupang, Woodward, and Philip Morris.