Stanley Druckenmiller Exits Nvidia and Palantir, Buys Alphabet and Meta Stock

TLDR

• Billionaire Stanley Druckenmiller sold his entire positions in Nvidia, Palantir Technologies, and Eli Lilly over the past year
• Druckenmiller cited rising valuation as a reason for selling Nvidia in a Bloomberg interview last year
• In Q3, Druckenmiller bought 102,200 shares of Alphabet and 76,100 shares of Meta Platforms
• Alphabet and Meta are the two cheapest Magnificent Seven stocks, trading at 27x and 22x forward earnings
• Both companies are investing heavily in AI to improve their advertising platforms and expand cloud services

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Stanley Druckenmiller has made major changes to his investment portfolio. The billionaire investor sold his positions in three high-flying stocks and bought into two Magnificent Seven companies.

Druckenmiller runs the Duquesne family office, which oversees about $4 billion in securities. He previously managed Duquesne Capital Management for three decades with an average annual return of 30%.

Exit from High Valuation Stocks

In Q3 2024, Druckenmiller sold all his Nvidia shares. He followed this by dumping his entire Palantir Technologies position in Q1 2025.

NVIDIA Corporation, NVDA

Most recently in Q3 2025, he sold all his Eli Lilly stock. Druckenmiller told Bloomberg that rising valuation drove his Nvidia sale.

Nvidia trades as the leading AI chip designer. The company has posted double and triple-digit revenue growth.

Palantir sells AI software platforms for data analysis. Eli Lilly makes weight loss drugs that remain in high demand.

All three stocks have seen massive price increases. Nvidia gained 1,000% over three years.

Palantir jumped 2,000% in the same period. Eli Lilly rose more than 180%.

The stocks also saw their valuations climb. Investors managing over $100 million must report trades quarterly on Form 13F filings.

New Positions in Tech Giants

Druckenmiller opened a position in Alphabet during Q3. He purchased 102,200 shares of the Google parent company.

Alphabet Inc., GOOGL

The stock represents his 44th-biggest holding among 65 positions. He also bought 76,100 shares of Meta Platforms.

Meta now sits as his 18th-largest position. Alphabet trades at 27 times forward earnings estimates.

Meta trades at 22 times forward earnings. These are the lowest valuations among the Magnificent Seven tech stocks.

Meta owns Facebook and Instagram social media platforms. The company earns revenue primarily through advertising.

Meta is investing in AI to keep users engaged longer. The technology also helps improve ad performance for advertisers.

Alphabet generates most revenue from advertising as well. The company offers AI products through Google Cloud.

Google Cloud posted 34% revenue growth in the recent quarter. Both companies have long-term earnings track records.

The stocks provide exposure to AI growth at lower valuations than peers. Druckenmiller’s moves show a shift toward value-focused AI investments.

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