Druckenmiller Cuts Sandisk, Boosts TSMC 19% and Adds Alphabet, Amazon AI Bets
Updated
Updated · Yahoo Finance · Aug 22
Druckenmiller Cuts Sandisk, Boosts TSMC 19% and Adds Alphabet, Amazon AI Bets
3 articles · Updated · Yahoo Finance · Aug 22
Summary
Duquesne Family Office trimmed its Sandisk stake in the second quarter and shifted more capital into Taiwan Semiconductor, Alphabet and Amazon, according to its latest 13-F filing.
A 19% increase in Taiwan Semiconductor made the chipmaker Duquesne's second-largest holding, underscoring Druckenmiller's bigger bet on AI infrastructure over memory after Sandisk's first-half rally.
The filing reflects positions held at quarter-end and was disclosed within the SEC's 45-day reporting window for managers overseeing more than $100 million.
The move highlights a broader view that chip production, cloud capacity and AI platforms offer stronger long-term upside than locking in further gains from Sandisk's sharp run.