Billionaire Stanley Druckenmiller Betting on Three High-Growth Stocks and Two Strong Banking Stocks

#3 HDFC Bank Limited (ADR) (NYSE:HDB)

– Shares Owned by the Duquesne Capital (as of September 30): 1.00 Million

– Value of Holding (as of September 30): $61.31 Million

Duquesne Capital’s position in HDFC Bank Limited (ADR) (NYSE:HDB) remained untouched during the latest quarter. The second-largest private sector bank in India by assets has seen its shares gain slightly over 13% in 2015. Furthermore, the stock is up by nearly 80% over the past two-year period, which reflects the underlying growth generated by the bank over the years. HDFC Bank’s fiscal second quarter net revenue reached $1.4 billion, which denotes an increase of roughly 22% year-over-year. Its net interest income came to $1 billion for the quarter that ended September 30, compared with $845 million reported last year. Ken Fisher’s Fisher Asset Management reported owning 7.22 million shares of HDFC Bank Limited (ADR) (NYSE:HDB) via its most up-to-date quarterly filing.

#2 Microsoft Corporation (NASDAQ:MSFT)

– Shares Owned by the Duquesne Capital (as of September 30): 1.39 Million

– Value of Holding (as of September 30): $61.48 Million

Stanley Druckenmiller’s family office reduced its position in Microsoft Corporation (NASDAQ:MSFT) by a mere 9,100 shares in the stormy third quarter. Microsoft has managed to perform quite strongly in the dynamic and highly-competitive market for software and cloud-based services. It shares are 17% in the green year-to-date, while several financial services firms and analysts believe the stock can go even higher. The technology giant’s third quarter revenue decreased year-over-year to $20.38 billion from $23.20 billion, mainly owing to the company’s strategy overhaul for the Windows Phone business. Even so, Microsoft’s diluted earnings per share grew to $0.57 from $0.54 reported for the same quarter a year ago. Jeffrey Ubben’s ValueAct Capital holds a 75.27 million-share position in Microsoft Corporation (NASDAQ:MSFT) as of the end of the third quarter.

#1 Facebook Inc. (NASDAQ:FB)

– Shares Owned by the Duquesne Capital (as of September 30): 4.09 Million

– Value of Holding (as of September 30): $367.99 Million

Facebook Inc. (NASDAQ:FB) was the largest equity holding of Duquesne Capital at the end of the September quarter. The family office increased its exposure to the tech giant by 2.22 million shares, while the overall position accounted for 31.29% of the firm’s portfolio on September 30. Facebook has seen its stock gain 36% since the beginning of the year, and the company’s recently-disclosed financial figures can surely justify this performance. When analyzing a potential investment in Facebook, most investors tend to look at the social platform’s daily active users. The logic is quite straightforward and simple: this metric impacts Facebook’s top-line and other figures by influencing the number of ads the company is showing. Facebook’s average number of daily active users in September was 1.01 billion, which was up by 17% year-over-year. Meanwhile, Facebook’s third quarter financial figures point to the company’s success in capitalizing on the shift to mobile, which also includes the expansion of ads on Instagram. Stephen Mandel’s Lone Pine Capital upped its holdings in Facebook Inc. (NASDAQ:FB) by 940,537 shares during the recent quarter, to 10.70 million shares.

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