Billionaire Stanley Druckenmiller is Betting $1.2 Billion in These 3 Stocks

Core Insights - Stanley Druckenmiller, a renowned Wall Street investor, has recently increased his investments in Natera, Insmed, and Teva Pharmaceuticals, indicating strong confidence in these companies' growth potential [1] Natera (NTRA) - Natera is a clinical genetic testing company specializing in non-invasive, cell-free DNA testing technology, and it constitutes 12.74% of Druckenmiller's portfolio, valued at $517.4 million [4][6] - The stock has gained over 500% since its low in October 2023, with a nearly 70% increase following a dip in Q3 2025 [4][5] - Revenue for Natera grew 34.66% year-over-year in Q3 2025, surpassing analyst expectations, although the company remains loss-making with projections for positive EPS by 2028 [6] Insmed (INSM) - Insmed focuses on biopharmaceuticals for pulmonary conditions, with its flagship product ARIKAYCE being the only FDA-approved therapy for refractory Mycobacterium avium complex [7] - Druckenmiller first invested in Insmed in Q2 2020 and has been consistently increasing his stake since Q4 2024, with current holdings representing 8.59% of his portfolio, valued at $349 million [8][9] - The company reported a revenue growth of 52.36% year-over-year in Q3 2025, indicating strong market traction [7] Teva Pharmaceuticals (TEVA) - Teva is the largest producer of generic medicines globally and is transitioning to high-growth specialty treatments, recovering from a 90% decline since its peak in 2015 [10] - The stock has rallied over 300% since June 2023, with Druckenmiller starting to accumulate shares from Q3 2024 to Q3 2025, representing 8.25% of his portfolio, valued at $335.2 million [11] - The investment reflects a belief that the market has undervalued Teva's potential to overcome historical debt and legal challenges [11]