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When billionaire investors make big moves, smart money pays attention. That’s why 13F filings—quarterly disclosures submitted by institutional investment managers with over $100 million in assets—are one of the best ways to track where the heavy hitters are placing their bets. While they don’t reveal real-time trades, these filings offer a peek behind the curtain into how the world’s most successful investors are positioning themselves. And one of the most eye-catching recent filings came from Stanley Druckenmiller’s Duquesne Family Office. In the most recent round of 13F disclosures, Druckenmiller significantly boosted his holdings in two very different companies—Teva Pharmaceuticals (SYM: TEVA) and MercadoLibre (SYM: MELI)—but it was the Teva buy that truly raised eyebrows. Stanley Druckenmiller is no stranger to bold, contrarian bets. His legendary track record includes managing George Soros’ Quantum Fund and correctly shorting the British pound in the 1990s. So when he picks up over 7.5 million shares of a controversial generic drug company, investors take notice. |
Pacaso
You can join these former Zillow execs’ new venture for $2.80/share
The wealthiest companies tend to target the biggest markets. For example, NVIDIA skyrocketed nearly 200% higher last year with the $214B AI market’s tailwind.
That’s why investors like SoftBank are so excited about Pacaso.
Created by the team that grew Zillow to a $16B valuation, Pacaso’s digital marketplace offers easy purchase, ownership, and enjoyment of luxury vacation homes. And their target market is worth a whopping $1.3T.
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Company: Teva Pharmaceuticals (SYM: TEVA) At the end of 2024, Druckenmiller’s firm disclosed ownership of 7,569,450 shares of TEVA, increasing its position by a staggering 530%. This move instantly made Teva the fourth-largest holding in Duquesne’s portfolio. Why the sudden interest in a company that was, until recently, written off by much of Wall Street? Let’s break it down. Teva Pharmaceuticals was once a darling of the healthcare sector. Known for its dominant position in the generic drug space, the company also had a blockbuster branded drug—Copaxone, used for multiple sclerosis—that brought in billions in annual sales. But the last decade hasn’t been kind to Teva. Between July 2015 and early 2025, the stock plunged from $65.81 to under $8. That’s a drop of nearly 90%, caused by a perfect storm of headwinds:
Investors fled in droves, and analysts wrote Teva off as a “zombie stock.” But sometimes, the darkest nights are just before the dawn. Fast forward to 2025, and Teva is starting to show signs of life again—and Druckenmiller clearly sees opportunity. Here’s why the outlook is improving:
For a patient investor, the risk-reward setup here is compelling. TEVA doesn’t need to return to $60 to be a huge winner—just a partial recovery could yield triple-digit gains from current levels. |
Behind the Markets
How War with China Could Start in 128 Days
Most folks don’t realize that trade wars often lead to real wars.
Japan attacked Pearl Harbor on December 7, 1941 – just 128 days after the United States started a trade war with Japan.
By the time they realize what’s happening, it will already be too late.
I’ve identified 43 investments we believe are in immediate danger.
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Company: MercadoLibre (SYM: MELI) While Teva represents a beaten-down value play, Druckenmiller is also leaning into growth—adding 5,620 more shares of MercadoLibre, Latin America’s e-commerce and fintech giant. MercadoLibre, often referred to as the “Amazon of Latin America,” is a dominant player in online retail, digital payments (via Mercado Pago), and logistics infrastructure across countries like Brazil, Argentina, and Mexico. Why the continued confidence in MELI?
MercadoLibre offers Druckenmiller exposure to macro themes like emerging market digitization, fintech disruption, and demographic expansion—all while riding the wave of long-term structural growth. |
