Duquesne Family Office LLC

13F Holdings · CIK 1536411 · filed 2026-08-14

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AI Summary

New Positions

51% of current holdings

Exited

33% of prior holdings

Increased

24% of prior holdings

Decreased

14% of prior holdings

Total holdings: 70 → 95

Show unchanged positions

/

98 positions

					Shares				Value ($)

New	Long	10X Genomics Inc	88025U109	CL A COM	—	403,100	+403,100	—	—	$15.5K	+$15.5K	—
New	Long	Advanced Micro Devices Inc	007903107	COM	—	72,900	+72,900	—	—	$42.3K	+$42.3K	—
New	Long	Aeva Technologies Inc	00835Q202	COM NEW	—	720,175	+720,175	—	—	$20.7K	+$20.7K	—
New	Long	Alphabet Inc	02079K305	CAP STK CL A	—	336,300	+336,300	—	—	$120.2K	+$120.2K	—
New	Long	Aurora Innovation Inc	051774107	CLASS A COM	—	633,700	+633,700	—	—	$4.3K	+$4.3K	—
New	Long	Baidu Inc	056752108	SPON ADR REP A	—	88,200	+88,200	—	—	$10.1K	+$10.1K	—
New	Long	Beam Therapeutics Inc	07373V105	COM	—	153,600	+153,600	—	—	$5.3K	+$5.3K	—
New	Long	Bitdeer Technologies Group	G11448100	CL A ORD SHS	—	4,074,993	+4,074,993	—	—	$64.7K	+$64.7K	—
New	Long	Carvana Co	146869102	CL A	—	151,000	+151,000	—	—	$9.9K	+$9.9K	—
New	Long	Cavco Inds Inc Del	149568107	COM	—	39,500	+39,500	—	—	$24.3K	+$24.3K	—
New	Long	Ccc Intelligent Solutions Hl	12510Q100	COM	—	1,170,900	+1,170,900	—	—	$6.0K	+$6.0K	—
New	Call	Cdw Corp	12514G108	COM	—	250,000	+250,000	—	—	$35.2K	+$35.2K	—
New	Long	Cdw Corp	12514G108	COM	—	743,950	+743,950	—	—	$104.6K	+$104.6K	—
New	Long	Champion Homes Inc	830830105	COM	—	254,400	+254,400	—	—	$22.4K	+$22.4K	—
New	Long	D R Horton Inc	23331A109	COM	—	299,000	+299,000	—	—	$48.7K	+$48.7K	—
New	Long	Danaher Corp Del	235851102	COM	—	50,300	+50,300	—	—	$9.6K	+$9.6K	—
New	Long	Definium Therapeutics Inc	24477V105	COM SHS	—	356,600	+356,600	—	—	$16.8K	+$16.8K	—
New	Long	Delta Air Lines Inc	247361702	COM NEW	—	603,000	+603,000	—	—	$56.5K	+$56.5K	—
New	Long	Eli Lilly & Co	532457108	COM	—	12,380	+12,380	—	—	$14.8K	+$14.8K	—
New	Long	Entegris Inc	29362U104	COM	—	118,300	+118,300	—	—	$21.3K	+$21.3K	—
New	Long	Equinix Inc	29444U700	COM	—	18,450	+18,450	—	—	$19.2K	+$19.2K	—
New	Long	F5 Inc	315616102	COM	—	22,000	+22,000	—	—	$9.2K	+$9.2K	—
New	Long	Fluor Corp	343412102	COM	—	982,200	+982,200	—	—	$51.5K	+$51.5K	—
New	Long	Fox Corp	35137L105	CL A COM	—	2,204,600	+2,204,600	—	—	$115.0K	+$115.0K	—
New	Long	Fox Corp	35137L204	CL B COM	—	632,600	+632,600	—	—	$29.6K	+$29.6K	—
New	Long	Ftai Aviation Ltd	G3730V105	SHS	—	20,200	+20,200	—	—	$5.5K	+$5.5K	—
New	Long	Grupo Financiero Galicia S.A	399909100	SPONSORED ADR	—	59,500	+59,500	—	—	$3.0K	+$3.0K	—
New	Long	Hut 8 Corp	44812J104	COM	—	314,150	+314,150	—	—	$36.3K	+$36.3K	—
New	Long	Hyperliquid Strategies Inc	44916Y106	COM	—	2,941,500	+2,941,500	—	—	$23.1K	+$23.1K	—
New	Call	Insmed Inc	457669307	COM PAR $.01	—	1,350,000	+1,350,000	—	—	$143.9K	+$143.9K	—
New	Long	Invesco Exchange Traded Fd T	46137V357	S&P500 EQL WGT	—	74,400	+74,400	—	—	$15.8K	+$15.8K	—
New	Long	Iren Limited	Q4982L109	ORDINARY SHARES	—	87,100	+87,100	—	—	$4.0K	+$4.0K	—
New	Long	Lam Research Corp	512807306	COM NEW	—	43,600	+43,600	—	—	$18.9K	+$18.9K	—
New	Call	Meta Platforms Inc	30303M102	CL A	—	50,000	+50,000	—	—	$28.2K	+$28.2K	—
New	Long	Monte Rosa Therapeutics Inc	61225M102	COM	—	297,600	+297,600	—	—	$7.2K	+$7.2K	—
New	Long	Navitas Semiconductor Corp	63942X106	COM	—	311,100	+311,100	—	—	$5.6K	+$5.6K	—
New	Long	Palo Alto Networks Inc	697435105	COM	—	116,650	+116,650	—	—	$39.8K	+$39.8K	—
New	Long	Rambus Inc Del	750917106	COM	—	173,000	+173,000	—	—	$23.0K	+$23.0K	—
New	Long	Reddit Inc	75734B100	CL A	—	56,550	+56,550	—	—	$9.8K	+$9.8K	—
New	Long	Relay Therapeutics Inc	75943R102	COM	—	349,000	+349,000	—	—	$6.5K	+$6.5K	—
New	Long	Repligen Corp	759916109	COM	—	77,400	+77,400	—	—	$10.6K	+$10.6K	—
New	Long	Rhythm Pharmaceuticals Inc	76243J105	COM	—	203,618	+203,618	—	—	$22.6K	+$22.6K	—
New	Long	Riot Platforms Inc	767292105	COM	—	754,800	+754,800	—	—	$20.7K	+$20.7K	—
New	Long	Rocket Cos Inc	77311W101	COM CL A	—	652,220	+652,220	—	—	$10.3K	+$10.3K	—
New	Long	Skeena Res Ltd New	83056P715	COM	—	300,200	+300,200	—	—	$8.0K	+$8.0K	—
New	Call	Tesla Inc	88160R101	COM	—	126,000	+126,000	—	—	$53.0K	+$53.0K	—
New	Long	Thermo Fisher Scientific Inc	883556102	COM	—	19,200	+19,200	—	—	$9.6K	+$9.6K	—
New	Long	Uwm Holdings Corporation	91823B109	COM CL A	—	2,583,000	+2,583,000	—	—	$5.9K	+$5.9K	—
Exited	Long	Almonty Inds Inc	020398707	COM NEW	469,880	—	−469,880	−100.0%	$6.8K	—	−$6.8K	−100.0%
Exited	Long	Bloom Energy Corp	093712107	COM CL A	136,320	—	−136,320	−100.0%	$18.5K	—	−$18.5K	−100.0%
Exited	Long	Broadcom Inc	11135F101	COM	195,955	—	−195,955	−100.0%	$60.6K	—	−$60.6K	−100.0%
Exited	Long	Celestica Inc	15101Q207	COM	33,275	—	−33,275	−100.0%	$9.4K	—	−$9.4K	−100.0%
Exited	Long	Cloudflare Inc	18915M107	CL A COM	52,535	—	−52,535	−100.0%	$10.8K	—	−$10.8K	−100.0%
Exited	Long	Coherent Corp	19247G107	COM	40,400	—	−40,400	−100.0%	$9.6K	—	−$9.6K	−100.0%
Exited	Long	Echostar Corp	278768106	CL A	60,765	—	−60,765	−100.0%	$7.1K	—	−$7.1K	−100.0%
Exited	Long	Figure Technology Solutio	349381103	COM CL A	1,150,415	—	−1,150,415	−100.0%	$39.1K	—	−$39.1K	−100.0%
Exited	Long	Humana Inc	444859102	COM	137,505	—	−137,505	−100.0%	$23.8K	—	−$23.8K	−100.0%
Exited	Long	Intel Corp	458140100	COM	411,400	—	−411,400	−100.0%	$18.2K	—	−$18.2K	−100.0%
Exited	Long	Ishares S&P Gsci Commodity-	46428R107	UNIT BEN INT	643,000	—	−643,000	−100.0%	$20.7K	—	−$20.7K	−100.0%
Exited	Long	Jabil Inc	466313103	COM	82,200	—	−82,200	−100.0%	$21.8K	—	−$21.8K	−100.0%
Exited	Long	Lattice Semiconductor Corp	518415104	COM	323,135	—	−323,135	−100.0%	$30.0K	—	−$30.0K	−100.0%
Exited	Long	Lumentum Hldgs Inc	55024U109	COM	6,963	—	−6,963	−100.0%	$4.9K	—	−$4.9K	−100.0%
Exited	Long	Lyondellbasell Industries Nv	N53745100	SHS - A -	131,435	—	−131,435	−100.0%	$10.6K	—	−$10.6K	−100.0%
Exited	Long	Mercadolibre Inc	58733R102	COM	2,766	—	−2,766	−100.0%	$4.8K	—	−$4.8K	−100.0%
Exited	Long	Micron Technology Inc	595112103	COM	23,400	—	−23,400	−100.0%	$7.9K	—	−$7.9K	−100.0%
Exited	Long	Option Care Health Inc	68404L201	COM NEW	1,868,550	—	−1,868,550	−100.0%	$50.3K	—	−$50.3K	−100.0%
Exited	Long	Restaurant Brands Intl Inc	76131D103	COM	454,435	—	−454,435	−100.0%	$33.6K	—	−$33.6K	−100.0%
Exited	Long	Stubhub Hldgs Inc	86384P109	CL A	1,367,177	—	−1,367,177	−100.0%	$8.5K	—	−$8.5K	−100.0%
Exited	Long	Twilio Inc	90138F102	CL A	181,760	—	−181,760	−100.0%	$22.9K	—	−$22.9K	−100.0%
Exited	Long	Twist Bioscience Corp	90184D100	COM	206,000	—	−206,000	−100.0%	$9.8K	—	−$9.8K	−100.0%
Exited	Long	Westlake Corporation	960413102	COM	21,194	—	−21,194	−100.0%	$2.5K	—	−$2.5K	−100.0%
Increased	Long	Adma Biologics Inc	000899104	COM	1,545,610	2,784,110	+1,238,500	+80.1%	$13.9K	$23.3K	+$9.4K	+67.3%
Increased	Call	Amazon Com Inc	023135106	COM	200,000	459,300	+259,300	+129.7%	$41.7K	$109.5K	+$67.8K	+162.8%
Increased	Long	Amazon Com Inc	023135106	COM	45,800	541,600	+495,800	+1082.5%	$9.5K	$129.1K	+$119.5K	+1253.2%
Increased	Long	Cleveland-Cliffs Inc New	185899101	COM	2,313,455	4,216,184	+1,902,729	+82.2%	$19.5K	$39.6K	+$20.0K	+102.5%
Increased	Long	Crh Plc	G25508105	ORD	377,555	553,555	+176,000	+46.6%	$39.7K	$59.2K	+$19.5K	+49.2%
Increased	Long	Daktronics Inc	234264109	COM	562,637	1,123,109	+560,472	+99.6%	$11.0K	$22.0K	+$11.0K	+99.7%
Increased	Long	Insmed Inc	457669307	COM PAR $.01	1,154,090	1,424,690	+270,600	+23.4%	$188.7K	$151.9K	−$36.8K	−19.5%
Increased	Call	Ishares Tr	464287655	RUSSELL 2000 ETF	79,000	330,000	+251,000	+317.7%	$19.6K	$99.1K	+$79.6K	+406.1%
Increased	Long	Natera Inc	632307104	COM	3,063,606	3,186,306	+122,700	+4.0%	$612.7K	$864.9K	+$252.2K	+41.2%
Increased	Long	Protagonist Therapeutics Inc	74366E102	COM	159,700	208,900	+49,200	+30.8%	$16.8K	$25.6K	+$8.8K	+52.1%
Increased	Long	Purecycle Technologies Inc	74623V103	COM	963,189	2,681,415	+1,718,226	+178.4%	$5.0K	$21.7K	+$16.7K	+335.0%
Increased	Long	Revolution Medicines Inc	76155X100	COM	315,860	399,587	+83,727	+26.5%	$30.7K	$74.8K	+$44.1K	+143.6%
Increased	Long	Seagate Technology Hldngs Pl	G7997R103	ORD SHS	50,700	122,000	+71,300	+140.6%	$19.9K	$117.7K	+$97.9K	+492.7%
Increased	Long	Southern Copper Corp	84265V105	COM	121,843	123,060	+1,217	+1.0%	$21.0K	$21.4K	+$480	+2.3%
Increased	Long	Stmicroelectronics N V	861012102	NY REGISTRY	2,612,880	3,102,880	+490,000	+18.8%	$90.3K	$232.4K	+$142.1K	+157.4%
Increased	Long	Taiwan Semiconductor Manufac	874039100	SPONSORED ADS	495,280	589,680	+94,400	+19.1%	$167.4K	$281.6K	+$114.2K	+68.2%
Increased	Long	United Airls Hldgs Inc	910047109	COM	262,495	794,795	+532,300	+202.8%	$24.2K	$108.1K	+$83.9K	+347.2%
Decreased	Long	Alcoa Corp	013872106	COM	1,493,390	185,640	−1,307,750	−87.6%	$99.1K	$9.7K	−$89.4K	−90.2%
Decreased	Long	Arm Holdings Plc	042068205	SPONSORED ADS	106,700	28,090	−78,610	−73.7%	$16.1K	$10.0K	−$6.2K	−38.3%
Decreased	Long	Bbb Foods Inc	G0896C103	CL A COM	3,109,202	2,901,733	−207,469	−6.7%	$110.0K	$120.9K	+$10.9K	+10.0%
Decreased	Long	Global X Fds	37950E259	GB MSCI AR ETF	387,400	328,800	−58,600	−15.1%	$36.2K	$30.0K	−$6.1K	−17.0%
Decreased	Long	Roku Inc	77543R102	COM CL A	750,190	184,055	−566,135	−75.5%	$71.0K	$25.4K	−$45.6K	−64.2%
Decreased	Long	Sandisk Corp	80004C200	COM	38,155	34,900	−3,255	−8.5%	$24.2K	$79.4K	+$55.1K	+227.4%
Decreased	Long	Teva Pharmaceutical Inds Ltd	881624209	SPONSORED ADS	2,377,285	624,999	−1,752,286	−73.7%	$71.6K	$21.2K	−$50.4K	−70.4%
Decreased	Long	Wabtec	929740108	COM	94,895	56,595	−38,300	−40.4%	$23.7K	$15.3K	−$8.5K	−35.7%
Decreased	Long	Woodward Inc	980745103	COM	211,355	67,194	−144,161	−68.2%	$75.6K	$28.6K	−$47.1K	−62.2%
Decreased	Long	Ypf Sociedad Anonima	984245100	SPON ADR CL D	3,235,962	3,138,897	−97,065	−3.0%	$149.6K	$142.7K	−$6.8K	−4.6%