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Duquesne Family Office LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001536411

$5.2M

disclosed book value

90

positions

16.6%

largest position share

Positions, as of 2026-06-30

top 95 of 90 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NTRANatera Inc3.2M$864,92316.6%
2TSMTaiwan Semiconductor Manufac589,680$281,6135.4%
3STMStmicroelectronics N V3.1M$232,3754.5%
4RSPInvesco Exchange Traded Fd TCALL821,000$174,6843.4%
5INSMInsmed Inc1.4M$151,9002.9%
6EWZIshares IncCALL4.2M$145,8662.8%
7INSMInsmed IncCALL1.4M$143,9372.8%
8YPFYpf Sociedad Anonima3.1M$142,7262.7%
9AMZNAmazon Com Inc541,600$129,0852.5%
10Bbb Foods Inc2.9M$120,9152.3%
11GOOGLAlphabet Inc336,300$120,1842.3%
12EWZIshares Inc3.4M$118,5482.3%
13Seagate Technology Hldngs Pl122,000$117,7302.3%
14FOXAFox Corp2.2M$114,9922.2%
15AMZNAmazon Com IncCALL459,300$109,4702.1%
16UALUnited Airls Hldgs Inc794,795$108,0842.1%
17SESea Ltd1.1M$105,4042%
18CDWCdw Corp743,950$104,6292%
19Newamsterdam Pharma Company3.1M$104,0472%
20IWMIshares TrCALL330,000$99,1491.9%
21SNDKSandisk Corp34,900$79,3531.5%
22RVMDRevolution Medicines Inc399,587$74,8351.4%
23SPYState Str Spdr S&P 500 Etf TCALL90,000$67,2091.3%
24Bitdeer Technologies Group4.1M$64,6701.2%
25Crh Plc553,555$59,2301.1%
26DALDelta Air Lines Inc603,000$56,4771.1%
27TSLATesla IncCALL126,000$52,9961%
28FLRFluor Corp982,200$51,4571%
29DHID R Horton Inc299,000$48,7010.9%
30CPNGCoupang Inc2.7M$46,3340.9%
31AMDAdvanced Micro Devices Inc72,900$42,3480.8%
32PANWPalo Alto Networks Inc116,650$39,7800.8%
33CLFCleveland-Cliffs Inc New4.2M$39,5900.8%
34HUTHut 8 Corp314,150$36,2670.7%
35CDWCdw CorpCALL250,000$35,1600.7%
36CAICaris Life Sciences Inc1.9M$33,7590.6%
37ARGTGlobal X Fds328,800$30,0190.6%
38FOXFox Corp632,600$29,6310.6%
39WWDWoodward Inc67,194$28,5870.5%
40METAMeta Platforms IncCALL50,000$28,1650.5%
41NUVBNuvation Bio Inc4.5M$25,7860.5%
42PTGXProtagonist Therapeutics Inc208,900$25,6070.5%
43ROKURoku Inc184,055$25,4250.5%
44CVCOCavco Inds Inc Del39,500$24,2680.5%
45ADMAAdma Biologics Inc2.8M$23,3030.4%
46PURRHyperliquid Strategies Inc2.9M$23,1500.4%
47RMBSRambus Inc Del173,000$22,9640.4%
48RYTMRhythm Pharmaceuticals Inc203,618$22,6080.4%
49SKYChampion Homes Inc254,400$22,4180.4%
50DAKTDaktronics Inc1.1M$21,9680.4%
51PCTPurecycle Technologies Inc2.7M$21,7460.4%
52SCCOSouthern Copper Corp123,060$21,4440.4%
53Linde Plc41,200$21,3800.4%
54ENTGEntegris Inc118,300$21,2770.4%
55TEVATeva Pharmaceutical Inds Ltd624,999$21,1750.4%
56UUnity Software Inc738,785$21,1140.4%
57AEVAAeva Technologies Inc720,175$20,6830.4%
58RIOTRiot Platforms Inc754,800$20,6660.4%
59QQnity Electronics Inc125,655$20,5210.4%
60EQIXEquinix Inc18,450$19,2320.4%
61LRCXLam Research Corp43,600$18,8930.4%
62DFTXDefinium Therapeutics Inc356,600$16,7740.3%
63BLTEBelite Bio Inc Sponsored106,100$16,3380.3%
64RSPInvesco Exchange Traded Fd T74,400$15,8300.3%
65TXG10X Genomics Inc403,100$15,4550.3%
66WABWabtec56,595$15,2580.3%
67LLYEli Lilly & Co12,380$14,8490.3%
68XENEXenon Pharmaceuticals Inc238,600$14,4020.3%
69OLMAOlema Pharmaceuticals Inc986,827$12,3450.2%
70RGENRepligen Corp77,400$10,5600.2%
71RKTRocket Cos Inc652,220$10,2720.2%
72BIDUBaidu Inc88,200$10,0800.2%
73ARMArm Holdings Plc28,090$9,9600.2%
74CVNACarvana Co151,000$9,9390.2%
75RDDTReddit Inc56,550$9,8160.2%
76AAAlcoa Corp185,640$9,6790.2%
77TMOThermo Fisher Scientific Inc19,200$9,6260.2%
78DHRDanaher Corp Del50,300$9,5810.2%
79FFIVF5 Inc22,000$9,1510.2%
80VISTVista Energy S.A.B. De C.V.134,700$8,5940.2%
81SKESkeena Res Ltd New300,200$8,0030.2%
82Jbs N.V.655,900$7,7720.1%
83GLUEMonte Rosa Therapeutics Inc297,600$7,2020.1%
84RLAYRelay Therapeutics Inc349,000$6,5300.1%
85DBVTDbv Technologies S A Sponsored383,363$6,2870.1%
86CCCCcc Intelligent Solutions Hl1.2M$6,0420.1%
87UWMCUwm Holdings Corporation2.6M$5,9150.1%
88NVTSNavitas Semiconductor Corp311,100$5,5750.1%
89SOLSSolstice Advanced Matls Inc62,525$5,5400.1%
90Ftai Aviation Ltd20,200$5,4650.1%
91BEAMBeam Therapeutics Inc153,600$5,2720.1%
92AURAurora Innovation Inc633,700$4,3220.1%
93Iren Limited87,100$3,9830.1%
94GGALGrupo Financiero Galicia S.A59,500$2,9770.1%
95Wave Life Sciences Ltd173,000$1,0050%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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