Billionaire Loves These Stocks Most of All

Stanley Druckenmiller doesn’t toss around stock picks like confetti. When he makes a move, it matters not just because of his track record (which is ridiculous by the way) but because his strategy blends macro trends with razor-sharp stock selection.

In 2025, he’s not chasing headlines. He’s making some bold, high-conviction bets, and a few of them are pretty surprising.

You might expect a guy like Druckenmiller to stick with the usual suspects. Big tech. Maybe a dash of healthcare. But this year, he’s veered into some unexpected territory while doubling down on one very specific theme, artificial intelligence.

Here’s a look at what he’s buying most aggressively and what that says about where he sees the puck heading next.

Coherent: Druckenmiller’s Unmistakable Favorite

Let’s not bury the lead. The sixth largest position in Stanley Druckenmiller’s portfolio right now is Coherent. Not Nvidia. Not Apple. Coherent.

Coherent’s business leans into lasers, sensors, and components that feed the AI and semiconductor supply chain. It’s not flashy. You’re not seeing influencers tweet about it. But it’s playing a key role in powering AI datacenters and next-gen chip production.

Now here’s the kicker. In early 2025, Coherent’s revenue climbed 23.9 percent year-over-year in Q1, with its optics segment, the one most tied to AI infrastructure, growing 29 percent on its own.

That kind of growth isn’t happening across the board in hardware right now. Some peers are flatlining or shrinking. So when Druckenmiller sees a smaller company showing accelerating demand tied directly to AI infrastructure, he’s not dipping his toe. He’s diving in headfirst.

Valuation-wise, Coherent trades at around 18x forward earnings. Not cheap, but not nosebleed either when you consider the growth it’s posting. A re-rating to a 22x multiple as margins expand would push the stock significantly higher, without even factoring in further earnings upside.

Microsoft Is The AI Core Play

Microsoft isn’t new to Druckenmiller’s portfolio. But what is new is how much he’s still loading up.

In the first half of 2025, he added another chunk of shares, bringing the position close to $500 million. That’s a big swing, even for someone managing billions.

Why the continued conviction?

Start with Azure. It’s not just growing. It’s dominating. Microsoft’s Q1 2025 cloud revenue jumped by close to 20 percent, but more importantly, AI-specific services drove nearly half that growth. Enterprise adoption is hitting escape velocity.

And then there’s Copilot, the AI assistant baked into Office. In April 2025, Microsoft announced that over 70 percent of Fortune 500 firms had begun rolling it out across departments. The attach rate is climbing faster than anyone expected.

Earnings per share grew 11 percent in the quarter. The company raised full-year guidance. And they’re buying back shares aggressively, $20 billion worth already authorized for 2025.

Microsoft isn’t cheap at 34x earnings. But Druckenmiller doesn’t mind paying up when the moat is widening and growth is re-accelerating. Especially when AI is fueling both.

T-Mobile Is The Infrastructure Backbone

Now this one caught a lot of people off guard.

T-Mobile isn’t exactly an AI darling. It’s a telecom. Boring, right?

Not to Druckenmiller.

He’s been slowly building a position over the last few quarters and now holds more than $150 million in the stock. In 2025, the bet started to make more sense.

Here’s what stood out. T-Mobile is quietly powering the data infrastructure AI relies on. In Q1, they added over 1 million new postpaid subscribers — but more importantly, enterprise demand for 5G edge connectivity spiked. That’s the part that supports connected devices and real-time data delivery for AI systems at the edge.

Revenue grew 6 percent year-over-year and free cash flow hit an all-time high. They raised guidance. And they’re committed to returning over $16 billion to shareholders this year through buybacks and dividends.

It’s a cash machine. And with the valuation hovering around 12x forward earnings, the upside looks real — especially if infrastructure spending tied to AI continues flowing through telecom pipes.

Eli Lilly Is Betting Big on Biotech Breakthroughs

AI isn’t Druckenmiller’s only theme in 2025. He’s also going after healthcare innovation — and Eli Lilly is his top pick in that space.

This isn’t just a weight-loss drug story anymore, though Zepbound continues to crush expectations. It’s also about Alzheimer’s.

In March 2025, the company announced promising new Phase 3 trial data for its Alzheimer’s candidate, and analysts are already raising peak sales estimates into the $15 billion range. That’s massive.

Q1 results were equally impressive. Sales jumped 22 percent. EPS beat estimates by 18 percent. And the company raised full-year guidance for both revenue and earnings.

Druckenmiller’s not chasing hype here. He’s betting on a company with two potential mega-blockbusters in its pipeline — plus pricing power, strong IP, and the ability to scale manufacturing quickly.

With a forward P/E above 45, it’s not for value investors. But in Druckenmiller’s world, when a company is rewriting the standard of care for multiple diseases, you pay up.

Coupang Is The Wildcard

This one might be the most interesting move of all.

Coupang is a South Korean e-commerce company — think Amazon for Korea. In Q2 2025, Druckenmiller more than tripled his position. It’s now one of his top international bets.

Here’s why. Coupang is winning the e-commerce war in Korea. Its logistics are best-in-class. Delivery times are insanely fast. And customers love it.

Revenue in Q1 2025 climbed 24 percent. Active users jumped 18 percent. And for the first time, their third-party seller platform posted an operating profit. That signals scale.

Margins are expanding, and management is guiding for more than $1 billion in free cash flow this year. Yet the stock still trades under 2x forward sales. That’s low, especially for a company growing this fast.

Druckenmiller sees what others are missing — a winner in a market with high barriers to entry and a clear path to expanding margins.

Now What?

So what’s the thread connecting these picks?

It’s not just that Druckenmiller likes them. It’s that they’re riding real trends — AI, biotech breakthroughs, infrastructure scale — with tangible results already showing up in the numbers.

He’s not making twenty small bets. He’s going big on names where he sees asymmetric upside and staying power.

Coherent is powering the hardware side of AI. Microsoft owns the software layer. T-Mobile is moving the data. Eli Lilly is changing lives with new treatments. And Coupang is winning market share with unbeatable logistics.

The mix isn’t random. It’s a curated collection of category killers — and Druckenmiller’s not easing into them. He’s backing up the truck.

You don’t need to copy his playbook move for move. But you might want to keep an eye on the companies he’s betting big on in 2025. Because when Stanley swings hard, he usually connects.