Legendary investor Stanley Druckenmiller has made a major portfolio shift, completely exiting his position in SanDisk (SNDK) after its massive rally. According to the latest 13F filings from his Duquesne Family Office, he used the proceeds to more than triple his stake in Alphabet Inc. (GOOGL) during the fourth quarter of 2025. This repositioning occurred as market commentators suggested SanDisk had peaked, while Google’s stock faced recent downward pressure.
The billionaire hedge fund manager Stanley Druckenmiller liquidated his entire SanDisk holding in Q4 2025. He reallocated the capital to purchase Google Class A shares, significantly increasing his exposure to the search giant’s parent company, Alphabet.
Market observers called the SanDisk sale the right move as the stock had risen 2,200% in a year. It has risen 2,200% in a year and soared despite Trump’s tariffs and trade wars, and the Middle East war.
This major portfolio adjustment was detailed in the quarterly regulatory filing made public recently. The data shows Druckenmiller now owns 385,000 shares of GOOGL, having added 282,800 in the last quarter of 2025. This stake is currently valued at approximately $114.3 million.
Alphabet now represents one of his top technology holdings alongside a position in Amazon.com Inc. He also increased his stake in Amazon stock by 69% during the same quarter.
Investors often watch Druckenmiller’s moves closely for market signals. However, the disclosed transactions are from Q4, which ended nearly three months before the filing became public.
Since the start of the year, GOOGL’s stock price has declined nearly 5%. It fell to a yearly low of $273 in late March before recovering to around $297.
