portfolio holdings

2 articles
GlobeNewswire Inc.GlobeNewswire Inc.··Na

KYN Reports $2.7B in Assets, Strong Coverage Ratios Amid Energy Infrastructure Focus

$KYN reports $2.7B net assets, $15.90 NAV per share, with 739% debt coverage ratio. Portfolio heavily weighted to midstream energy companies.
EPDETETpIWMBenergy infrastructuremidstream energy
The Motley FoolThe Motley Fool··Lee Samaha

Druckenmiller's Portfolio Reflects Conviction in Growth and AI Exposure

Druckenmiller concentrates holdings in Natera and TSMC, betting on genetic diagnostics growth and AI-driven semiconductor demand while balancing near-term profitability with long-term structural tailwinds.
TSMNTRAcapital expendituresemiconductor