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Billionaire investor Stanley Druckenmiller has liquidated his entire position in Palantir Technologies (NASDAQ: PLTR) within the past year, a notable decision given the stock’s surge of over 2,400% since the start of 2023. As of March 31, Duquesne Family Office, which manages over $4 billion in assets, held nearly 770,000 shares of Palantir, but by June 30, all shares had been sold.
In contrast, Druckenmiller’s fund has significantly increased its holdings in Taiwan Semiconductor Manufacturing (NYSE: TSM), making it the fifth-largest position in his portfolio. Over four consecutive quarters, the fund acquired a total of 765,085 shares, with quarterly purchases of 57,355 in Q3 2024, 50,160 in Q4 2024, 491,265 in Q1 2025, and 166,305 in Q2 2025. TSMC plays a crucial role in AI-graphics processing unit production and is diversifying its operations beyond just AI, positioning it well amid market fluctuations.
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