Funds › Duquesne Family Office LLC
Duquesne Family Office LLC
13F for Q2 2026, filed Aug 14, 2026. 86 positions worth $5.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NTRA Natera, Inc. | 3.19M | $864.9M | 16.6% | +4.0% | 13F ↗ |
| 2 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 589,680 | $281.6M | 5.4% | +19.1% | 13F ↗ |
| 3 | STM STMicroelectronics N.V. | 3.10M | $232.4M | 4.5% | +18.8% | 13F ↗ |
| 4 | INSM Insmed Incorporated · Com Par $.01 | 1.42M | $151.9M | 2.9% | +23.4% | 13F ↗ |
| 5 | YPF YPF Sociedad Anonima · ADR | 3.14M | $142.7M | 2.7% | -3.0% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 541,600 | $129.1M | 2.5% | +1083% | 13F ↗ |
| 7 | TBBB BBB Foods Inc. | 2.90M | $120.9M | 2.3% | -6.7% | 13F ↗ |
| 8 | GOOGL Alphabet Inc. Class A | 336,300 | $120.2M | 2.3% | New | 13F ↗ |
| 9 | iShares Inc Msci Brazil Etf | 3.44M | $118.5M | 2.3% | Unchanged | 13F ↗ |
| 10 | STX Seagate Technology Holdings PLC | 122,000 | $117.7M | 2.3% | +141% | 13F ↗ |
| 11 | FOXA Fox Corporation Class A | 2.20M | $115.0M | 2.2% | New | 13F ↗ |
| 12 | UAL United Airlines Holdings, Inc. | 794,795 | $108.1M | 2.1% | +203% | 13F ↗ |
| 13 | SE Sea Limited · ADR | 1.10M | $105.4M | 2.0% | Unchanged | 13F ↗ |
| 14 | CDW CDW Corporation | 743,950 | $104.6M | 2.0% | New | 13F ↗ |
| 15 | NAMS NewAmsterdam Pharma Company N.V. | 3.07M | $104.0M | 2.0% | Unchanged | 13F ↗ |
| 16 | SNDK Sandisk Corporation | 34,900 | $79.4M | 1.5% | -8.5% | 13F ↗ |
| 17 | RVMD Revolution Medicines, Inc. | 399,587 | $74.8M | 1.4% | +26.5% | 13F ↗ |
| 18 | BTDR Bitdeer Technologies Group | 4.07M | $64.7M | 1.2% | New | 13F ↗ |
| 19 | CRH Crh plc | 553,555 | $59.2M | 1.1% | +46.6% | 13F ↗ |
| 20 | DAL Delta Air Lines, Inc. | 603,000 | $56.5M | 1.1% | New | 13F ↗ |
| 21 | FLR Fluor Corporation | 982,200 | $51.5M | 1.0% | New | 13F ↗ |
| 22 | DHI D.R. Horton, Inc. | 299,000 | $48.7M | 0.9% | New | 13F ↗ |
| 23 | CPNG Coupang, Inc. · Common Stocks | 2.67M | $46.3M | 0.9% | Unchanged | 13F ↗ |
| 24 | AMD Advanced Micro Devices, Inc. | 72,900 | $42.3M | 0.8% | New | 13F ↗ |
| 25 | PANW Palo Alto Networks, Inc. | 116,650 | $39.8M | 0.8% | New | 13F ↗ |
| 26 | CLF Cleveland-Cliffs Inc. | 4.22M | $39.6M | 0.8% | +82.2% | 13F ↗ |
| 27 | HUT Hut 8 Corp. | 314,150 | $36.3M | 0.7% | New | 13F ↗ |
| 28 | CAI Caris Life Sciences, Inc. | 1.89M | $33.8M | 0.6% | Unchanged | 13F ↗ |
| 29 | Global X Fds Gb Msci Ar Etf | 328,800 | $30.0M | 0.6% | -15.1% | 13F ↗ |
| 30 | FOX Fox Corporation Class B | 632,600 | $29.6M | 0.6% | New | 13F ↗ |
| 31 | WWD Woodward, Inc. | 67,194 | $28.6M | 0.5% | -68.2% | 13F ↗ |
| 32 | NUVB Nuvation Bio Inc. | 4.54M | $25.8M | 0.5% | Unchanged | 13F ↗ |
| 33 | PTGX Protagonist Therapeutics, Inc. | 208,900 | $25.6M | 0.5% | +30.8% | 13F ↗ |
| 34 | ROKU Roku Inc | 184,055 | $25.4M | 0.5% | -75.5% | 13F ↗ |
| 35 | CVCO Cavco Industries, Inc. | 39,500 | $24.3M | 0.5% | New | 13F ↗ |
| 36 | ADMA ADMA Biologics Inc | 2.78M | $23.3M | 0.4% | +80.1% | 13F ↗ |
| 37 | PURR Hyperliquid Strategies Inc | 2.94M | $23.1M | 0.4% | New | 13F ↗ |
| 38 | RMBS Rambus, Inc. | 173,000 | $23.0M | 0.4% | New | 13F ↗ |
| 39 | RYTM Rhythm Pharmaceuticals, Inc. | 203,618 | $22.6M | 0.4% | New | 13F ↗ |
| 40 | SKY Champion Homes, Inc. | 254,400 | $22.4M | 0.4% | New | 13F ↗ |
| 41 | DAKT Daktronics, Inc. | 1.12M | $22.0M | 0.4% | +99.6% | 13F ↗ |
| 42 | PCT PureCycle Technologies, Inc. | 2.68M | $21.7M | 0.4% | +178% | 13F ↗ |
| 43 | SCCO Southern Copper Corporation | 123,060 | $21.4M | 0.4% | Unchanged | 13F ↗ |
| 44 | LIN Linde plc | 41,200 | $21.4M | 0.4% | Unchanged | 13F ↗ |
| 45 | ENTG Entegris, Inc. | 118,300 | $21.3M | 0.4% | New | 13F ↗ |
| 46 | Teva Pharmaceutical Industries Ltd ADR | 624,999 | $21.2M | 0.4% | -73.7% | 13F ↗ |
| 47 | U Unity Software Inc. | 738,785 | $21.1M | 0.4% | Unchanged | 13F ↗ |
| 48 | AEVA Aeva Technologies, Inc. | 720,175 | $20.7M | 0.4% | New | 13F ↗ |
| 49 | RIOT Riot Platforms, Inc. | 754,800 | $20.7M | 0.4% | New | 13F ↗ |
| 50 | Q Qnity Electronics, Inc. | 125,655 | $20.5M | 0.4% | Unchanged | 13F ↗ |
Changes since Q1 2026
44 new, 14 added to, 11 trimmed, 23 exited, 17 unchanged. By estimated dollars.
New positions (44)
| GOOGL Alphabet Inc. Class A | 336,300 | New | $120.2M |
| FOXA Fox Corporation Class A | 2.20M | New | $115.0M |
| CDW CDW Corporation | 743,950 | New | $104.6M |
| BTDR Bitdeer Technologies Group | 4.07M | New | $64.7M |
| DAL Delta Air Lines, Inc. | 603,000 | New | $56.5M |
| FLR Fluor Corporation | 982,200 | New | $51.5M |
| DHI D.R. Horton, Inc. | 299,000 | New | $48.7M |
| AMD Advanced Micro Devices, Inc. | 72,900 | New | $42.3M |
| PANW Palo Alto Networks, Inc. | 116,650 | New | $39.8M |
| HUT Hut 8 Corp. | 314,150 | New | $36.3M |
Added to (14)
| AMZN Amazon.com, Inc. | 541,600 | +1083% | $118.2M |
| UAL United Airlines Holdings, Inc. | 794,795 | +203% | $72.4M |
| STX Seagate Technology Holdings PLC | 122,000 | +141% | $68.8M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 589,680 | +19.1% | $45.1M |
| STM STMicroelectronics N.V. | 3.10M | +18.8% | $36.7M |
| NTRA Natera, Inc. | 3.19M | +4.0% | $33.3M |
| INSM Insmed Incorporated · Com Par $.01 | 1.42M | +23.4% | $28.9M |
| CRH Crh plc | 553,555 | +46.6% | $18.8M |
| CLF Cleveland-Cliffs Inc. | 4.22M | +82.2% | $17.9M |
| RVMD Revolution Medicines, Inc. | 399,587 | +26.5% | $15.7M |
Trimmed (11)
| ROKU Roku Inc | 184,055 | -75.5% | -$78.2M |
| AA Alcoa Corporation | 185,640 | -87.6% | -$68.2M |
| WWD Woodward, Inc. | 67,194 | -68.2% | -$61.3M |
| Teva Pharmaceutical Industries Ltd ADR | 624,999 | -73.7% | -$59.4M |
| ARM Arm Holdings plc | 28,090 | -73.7% | -$27.9M |
| WAB Westinghouse Air Brake Technologies Corporation | 56,595 | -40.4% | -$10.3M |
| TBBB BBB Foods Inc. | 2.90M | -6.7% | -$8.6M |
| SNDK Sandisk Corporation | 34,900 | -8.5% | -$7.4M |
| Global X Fds Gb Msci Ar Etf | 328,800 | -15.1% | -$5.4M |
| YPF YPF Sociedad Anonima · ADR | 3.14M | -3.0% | -$4.4M |
Exited (23)
| AVGO Broadcom Inc. | 195,955 | Exited | -$60.6M |
| OPCH Option Care Health, Inc. | 1.87M | Exited | -$50.3M |
| FIGR Figure Technology Solutions, Inc. | 1.15M | Exited | -$39.1M |
| QSR Restaurant Brands International Inc. | 454,435 | Exited | -$33.6M |
| LSCC Lattice Semiconductor Corporation | 323,135 | Exited | -$30.0M |
| HUM Humana Inc. | 137,505 | Exited | -$23.8M |
| TWLO Twilio Inc. | 181,760 | Exited | -$22.9M |
| JBL Jabil Inc. | 82,200 | Exited | -$21.8M |
| GSG iShares S&P Gsci Commodity · Etf | 643,000 | Exited | -$20.7M |
| BE Bloom Energy Corporation | 136,320 | Exited | -$18.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer