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Amazon’s stock performance has lagged its peers in 2025.
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Meta Platforms has fallen since Druckenmiller bought it in Q3.
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MercadoLibre is a great way to gain international exposure.
Keeping tabs on what billionaire hedge fund managers are doing is considered by some to be a great way to initiate investment ideas. While you shouldn’t blindly follow what these hedge funds are doing with their investments because every investor has different goals for their portfolio, it can be a good strategy check to make sure you aren’t missing out on a good thing.
As for different goals, it’s important to remember that hedge funds tend to invest with an idea of holding a stock for 12 to 18 months, on average. Another reason for investors to do their own due diligence about a potential investment sourced from a hedge fund report is that there is a significant delay between when the stock was purchased and when the report is released. Any fund with greater than $100 million in assets must disclose its trades during the quarter to the Securities and Exchange Commission (SEC) in a Form 13F. That information is then released to the public 45 days after the end of the quarter. So, moves that these hedge funds may have made during Q3 could have happened as long as 135 days prior to release. Plenty could have happened for the company and the stock since then
Still, even after factoring in those parameters, I think the stocks that Stanley Druckenmiller at Duquesne Family Office purchased during Q3 are worthy buys right now. Here are my thoughts on three of them.
Druckenmiller opened a position in Q3 on Amazon (NASDAQ: AMZN). He’s had an on-again, off-again relationship with Amazon, as he previously owned shares during Q4 2024 and Q1 2025. He purchased 437,000 shares of Amazon during Q3, which is valued at nearly $100 million right now. The stock makes up about 2.4% of his total portfolio value, so it’s not an insignificant bet.
Amazon has delivered strong results throughout 2025, yet it has lagged behind its peers in stock price performance. Druckenmeiller’s bet could be on Amazon reemerging as a top investment pick, which wouldn’t surprise me considering how strong Amazon’s business looked during Q3.
During 2025’s Q3, Amazon’s e-commerce business grew at an impressive 10% pace year over year. This is a rare feat, because over the past few quarters, this growth rate has been around the high single digits. The bigger growth drivers of Amazon’s business continue to be its advertising service and cloud computing wing, Amazon Web Services (AWS). Both of these divisions grew revenue at their fastest pace in over a year.
Amazon is an excellent stock pick and is primed to go on a strong run in 2026 if its business can maintain its current trajectory. Druckenmiller is hoping to tap into that.
Meta Platforms (NASDAQ: META) looks a lot different now in Q4 than it did during the third quarter. After it reported its Q3 earnings in late October, the stock dropped like a rock.
This means that Druckenmiller’s brand new, $56 million position in Meta Platforms is very likely losing money for him right now. The drop occurred because of investors’ concern regarding guidance for increased data center capital expenditure to help boost its artificial intelligence capabilities. These raised capital expenditures have investors worried that the investments won’t pay off, and are giving some investors flashbacks to the company’s metaverse-related spending spree during 2022.
While I think AI has a far more relevant use case than the metaverse ever did, this spending has many investors concerned that it might outpace Meta’s cash flows and require added debt. The concerns, however, overshadowed Meta’s excellent Q3 results, which saw revenue grow 26% year over year on the back of strong advertising growth on its social media platforms like Facebook and Instagram.
I think this short-sighted thinking by the market provides investors with an excellent buying opportunity right now on what has become a discounted stock, and they can be confident that Meta will be a winning stock pick over the next few years, as it may take some time for the market to regain confidence in Meta after its AI spending spree is over.
Last is MercadoLibre (NASDAQ: MELI). MercadoLibre is a dominant force in Latin America and has a massive market share in e-commerce and payment processing in that region of the world. It has been a long-term successful stock pick, and is a great way to diversify away from U.S. markets and anything AI-centric.
MercadoLibre is already a fairly large holding for Druckenmiller, and it accounts for about 3.5% of his portfolio. Druckenmiller only added 4,600 shares during Q3, increasing his position by about 9%. With MercadoLibre still trading down from recent highs, I think this is another smart stock to add to, as it has a long track record of success and is a great diversification investment for investors of all types.
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Keithen Drury has positions in Amazon, MercadoLibre, and Meta Platforms. The Motley Fool has positions in and recommends Amazon, MercadoLibre, and Meta Platforms. The Motley Fool has a disclosure policy.
3 Genius Stocks Billionaire Stanley Druckenmiller Just Bought was originally published by The Motley Fool