Duquesne Family Office LLC

13F filer · CIK 0001536411

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$5.21BU.S. long equity reported on 13F

Positions8343 new · 23 closed

Net flow last quarter+$672MBuys minus sells

Top 10 positions weight43.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202683 positions
NTRANatera, Inc.	$865M	16.60%	2.22%	+4.0%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$282M	5.40%	0.00%	+19.1%	Q1 2021
STMSTMicroelectronics N.V.	$232M	4.46%	0.35%	+18.8%	Q4 2025
INSMINSMED Inc	$152M	2.92%	0.65%	+23.5%	Q2 2020
YPFYpf Sociedad Anonima	$143M	2.74%	0.80%	-3.0%	Q3 2014
AMZNAmazon Com Inc	$129M	2.48%	0.01%	+1082.5%	Q3 2013
TBBBBBB Foods Inc	$121M	2.32%	Not reported	-6.7%	Q2 2025
GOOGLAlphabet Inc.	$120M	2.31%	0.00%	Not reported	Q4 2015
STXSeagate Technology Holdings plc	$118M	2.26%	0.05%	+140.6%	Q3 2023
FOXAFox Corp	$115M	2.21%	220460000.00%	Not reported	Q2 2019
UALUnited Airlines Holdings, Inc.	$108M	2.07%	0.24%	+202.8%	Q1 2017
SESea Ltd	$105M	2.02%	0.62%	Not reported	Q1 2019
CDWCDW Corp	$105M	2.01%	0.59%	New	Q2 2026
NAMSNewAmsterdam Pharma Co N.V.	$104M	2.00%	2.61%	Not reported	Q3 2024
SNDKSandisk Corp	$79.4M	1.52%	0.02%	-8.5%	Q1 2014
RVMDRevolution Medicines, Inc.	$74.8M	1.44%	0.19%	+26.5%	Q1 2026
BTDRBitdeer Technologies Group	$64.7M	1.24%	1.73%	New	Q2 2026
CRHCRH Public Ltd Co	$59.2M	1.14%	0.08%	+46.6%	Q3 2024
DALDelta Air Lines, Inc.	$56.5M	1.08%	0.09%	Not reported	Q2 2013
FLRFluor Corp	$51.5M	0.99%	0.72%	Not reported	Q2 2014
DHIHorton D R Inc	$48.7M	0.93%	0.11%	Not reported	Q2 2014
CPNGCoupang, Inc.	$46.3M	0.89%	Not reported	Not reported	Q1 2021
AMDAdvanced Micro Devices Inc	$42.3M	0.81%	0.00%	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$39.8M	0.76%	0.01%	Not reported	Q2 2019
CLFCleveland-Cliffs Inc.	$39.6M	0.76%	0.74%	+82.3%	Q3 2025
HUTHut 8 Corp.	$36.3M	0.70%	0.26%	New	Q2 2026
CAICaris Life Sciences, Inc.	$33.8M	0.65%	0.67%	Not reported	Q1 2026
FOXFox Corp	$29.6M	0.57%	Not reported	New	Q2 2026
WWDWoodward, Inc.	$28.6M	0.55%	0.11%	-68.2%	Q4 2023
NUVBNuvation Bio Inc.	$25.8M	0.49%	1.31%	Not reported	Q1 2026
PTGXProtagonist Therapeutics, Inc	$25.6M	0.49%	0.32%	+30.8%	Q3 2025
ROKURoku, Inc	$25.4M	0.49%	0.12%	-75.5%	Q1 2025
CVCOCavco Industries, Inc.	$24.3M	0.47%	0.51%	New	Q2 2026
ADMAAdma Biologics, Inc.	$23.3M	0.45%	1.24%	+80.1%	Q4 2025
PURRHyperliquid Strategies Inc	$23.2M	0.44%	1.47%	New	Q2 2026
RMBSRambus Inc	$23M	0.44%	0.16%	New	Q2 2026
RYTMRhythm Pharmaceuticals, Inc.	$22.6M	0.43%	0.30%	New	Q2 2026
SKYChampion Homes, Inc.	$22.4M	0.43%	0.46%	New	Q2 2026
DAKTDaktronics Inc	$22M	0.42%	2.33%	+99.6%	Q1 2024
PCTPureCycle Technologies, Inc.	$21.7M	0.42%	1.33%	+178.4%	Q4 2024
SCCOSouthern Copper Corp/	$21.4M	0.41%	0.01%	0.0%	Q4 2025
LINLinde PLC	$21.4M	0.41%	0.01%	Not reported	Q4 2020
ENTGEntegris Inc	$21.3M	0.41%	0.08%	Not reported	Q4 2022
TEVATeva Pharmaceutical Industries Ltd	$21.2M	0.41%	0.05%	-73.7%	Q4 2013
UUnity Software Inc.	$21.1M	0.41%	0.17%	Not reported	Q2 2025
AEVAAeva Technologies, Inc.	$20.7M	0.40%	1.05%	Not reported	Q3 2025
RIOTRiot Platforms, Inc.	$20.7M	0.40%	0.20%	New	Q2 2026
QQnity Electronics, Inc.	$20.5M	0.39%	0.06%	Not reported	Q1 2026
EQIXEquinix Inc	$19.2M	0.37%	0.02%	New	Q2 2026
LRCXLam Research Corp	$18.9M	0.36%	0.00%	Not reported	Q3 2016

Q1 2026Reported May 15, 202663 positions
NTRANatera, Inc.	$613M	18.14%	2.15%	+22.0%	Q3 2022
INSMINSMED Inc	$189M	5.59%	0.53%	-22.1%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$167M	4.96%	0.00%	-8.8%	Q1 2021
YPFYpf Sociedad Anonima	$150M	4.43%	0.82%	+433.1%	Q3 2014
TBBBBBB Foods Inc	$110M	3.26%	Not reported	+16.2%	Q2 2025
AAAlcoa Corp	$99.1M	2.93%	0.57%	+8.5%	Q4 2013
NAMSNewAmsterdam Pharma Co N.V.	$98.3M	2.91%	2.63%	Not reported	Q3 2024
SESea Ltd	$91.1M	2.70%	0.62%	+16.5%	Q1 2019
STMSTMicroelectronics N.V.	$90.3M	2.67%	0.29%	+237.8%	Q4 2025
WWDWoodward, Inc.	$75.6M	2.24%	0.35%	-64.2%	Q4 2023
TEVATeva Pharmaceutical Industries Ltd	$71.6M	2.12%	0.20%	-59.5%	Q4 2013
ROKURoku, Inc	$71M	2.10%	0.51%	+28.7%	Q1 2025
AVGOBroadcom Inc.	$60.7M	1.80%	0.00%	Not reported	Q3 2016
CPNGCoupang, Inc.	$50.4M	1.49%	Not reported	-60.6%	Q1 2021
OPCHOption Care Health, Inc.	$50.3M	1.49%	1.19%	+7.0%	Q4 2020
CRHCRH Public Ltd Co	$39.7M	1.18%	0.05%	-20.5%	Q3 2024
FIGRFigure Technology Solutions, Inc.	$39.1M	1.16%	Not reported	-25.3%	Q3 2025
CAICaris Life Sciences, Inc.	$33.9M	1.00%	0.67%	New	Q1 2026
QSRRestaurant Brands International Inc.	$33.6M	0.99%	0.13%	-62.4%	Q1 2015
RVMDRevolution Medicines, Inc.	$30.7M	0.91%	0.16%	New	Q1 2026
LSCCLattice Semiconductor Corp	$30M	0.89%	0.24%	-65.1%	Q4 2025
SNDKSandisk Corp	$24.2M	0.72%	0.03%	Not reported	Q1 2014
UALUnited Airlines Holdings, Inc.	$24.2M	0.72%	0.08%	-24.7%	Q1 2017
HUMHumana Inc	$23.8M	0.71%	0.11%	Not reported	Q2 2014
WABWestinghouse Air Brake Technologies Corp	$23.7M	0.70%	0.06%	-68.4%	Q1 2024
TWLOTwilio Inc	$22.9M	0.68%	0.12%	Not reported	Q1 2019
JBLJabil Inc	$21.8M	0.65%	0.08%	New	Q1 2026
SCCOSouthern Copper Corp/	$21M	0.62%	0.01%	+0.1%	Q4 2025
GSGiShares S&P GSCI Commodity-Indexed Trust	$20.7M	0.61%	1.50%	New	Q1 2026
LINLinde PLC	$20.4M	0.60%	0.01%	Not reported	Q4 2020
STXSeagate Technology Holdings plc	$19.9M	0.59%	0.02%	Not reported	Q3 2023
CLFCleveland-Cliffs Inc.	$19.5M	0.58%	0.41%	+32.5%	Q3 2025
NUVBNuvation Bio Inc.	$19.5M	0.58%	1.31%	New	Q1 2026
BEBloom Energy Corp	$18.5M	0.55%	0.05%	-81.6%	Q4 2025
INTCIntel Corp	$18.2M	0.54%	0.01%	Not reported	Q3 2016
BLTEBelite Bio, Inc	$16.9M	0.50%	0.27%	New	Q1 2026
PTGXProtagonist Therapeutics, Inc	$16.8M	0.50%	0.25%	Not reported	Q3 2025
UUnity Software Inc.	$16.2M	0.48%	0.17%	+80.2%	Q2 2025
ARMArm Holdings PLC	$16.1M	0.48%	0.01%	Not reported	Q3 2024
OLMAOlema Pharmaceuticals, Inc.	$14.7M	0.44%	1.13%	New	Q1 2026
QQnity Electronics, Inc.	$14.5M	0.43%	0.06%	New	Q1 2026
ADMAAdma Biologics, Inc.	$13.9M	0.41%	0.67%	+512.9%	Q4 2025
XENEXenon Pharmaceuticals Inc.	$13.9M	0.41%	0.25%	New	Q1 2026
JBSJBS N.V.	$11.8M	0.35%	Not reported	New	Q1 2026
DAKTDaktronics Inc	$11M	0.33%	1.16%	-34.0%	Q1 2024
NETCloudflare, Inc.	$10.8M	0.32%	Not reported	Not reported	Q3 2020
LYBLyondellBasell Industries N.V.	$10.6M	0.31%	0.04%	Not reported	Q2 2013
VISTVista Energy, S.A.B. de C.V.	$10.2M	0.30%	0.14%	New	Q1 2026
TWSTTwist Bioscience Corp	$9.79M	0.29%	0.33%	New	Q1 2026
COHRCoherent Corp.	$9.62M	0.29%	0.02%	Not reported	Q1 2024

Q4 2025Reported Feb 17, 202654 positions
NTRANatera, Inc.	$575M	12.80%	1.80%	-21.9%	Q3 2022
INSMINSMED Inc	$258M	5.74%	0.69%	-38.9%	Q2 2020
TEVATeva Pharmaceutical Industries Ltd	$183M	4.08%	0.51%	-64.6%	Q4 2013
WWDWoodward, Inc.	$179M	3.97%	0.99%	-6.7%	Q4 2023
AMZNAmazon Com Inc	$170M	3.79%	0.01%	+68.8%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$165M	3.67%	0.00%	-29.0%	Q1 2021
CPNGCoupang, Inc.	$160M	3.55%	Not reported	+46.2%	Q1 2021
GOOGLAlphabet Inc.	$121M	2.68%	0.00%	+276.7%	Q4 2015
SESea Ltd	$120M	2.68%	0.53%	+244.3%	Q1 2019
NAMSNewAmsterdam Pharma Co N.V.	$108M	2.40%	2.68%	+59.6%	Q3 2024
MELIMercadolibre Inc	$95M	2.11%	0.09%	-19.2%	Q2 2018
TBBBBBB Foods Inc	$89.3M	1.99%	Not reported	+126.1%	Q2 2025
QSRRestaurant Brands International Inc.	$82.5M	1.84%	0.35%	+6.9%	Q1 2015
COGTCogent Biosciences, Inc.	$78.7M	1.75%	1.38%	+109.0%	Q3 2025
AAAlcoa Corp	$73.1M	1.63%	0.52%	Not reported	Q4 2013
ENTGEntegris Inc	$71.1M	1.58%	0.56%	Not reported	Q4 2022
DOCUDocusign, Inc.	$69.7M	1.55%	0.51%	-39.6%	Q1 2019
LSCCLattice Semiconductor Corp	$68.1M	1.52%	0.68%	New	Q4 2025
BEBloom Energy Corp	$64.3M	1.43%	0.31%	New	Q4 2025
WABWestinghouse Air Brake Technologies Corp	$64.1M	1.43%	0.18%	-0.8%	Q1 2024
ROKURoku, Inc	$63.2M	1.41%	0.39%	-29.1%	Q1 2025
FIGRFigure Technology Solutions, Inc.	$62.9M	1.40%	Not reported	-27.3%	Q3 2025
CRHCRH Public Ltd Co	$59.3M	1.32%	0.07%	+20.6%	Q3 2024
OPCHOption Care Health, Inc.	$55.6M	1.24%	1.11%	+78.6%	Q4 2020
DALDelta Air Lines, Inc.	$45.2M	1.01%	0.10%	Not reported	Q2 2013
UALUnited Airlines Holdings, Inc.	$39M	0.87%	0.11%	Not reported	Q1 2017
STUBStubHub Holdings, Inc.	$31.2M	0.69%	Not reported	-45.9%	Q3 2025
ONOn Semiconductor Corp	$29M	0.65%	0.14%	Not reported	Q1 2021
FLUTFlutter Entertainment plc	$24.8M	0.55%	0.07%	Not reported	Q2 2024
PCTPureCycle Technologies, Inc.	$24.7M	0.55%	1.60%	+25.0%	Q4 2024
AEVAAeva Technologies, Inc.	$24.2M	0.54%	2.96%	-0.8%	Q3 2025
GSGoldman Sachs Group Inc	$24.2M	0.54%	0.01%	Not reported	Q4 2014
CLFCleveland-Cliffs Inc.	$23.2M	0.52%	0.31%	-35.7%	Q3 2025
YPFYpf Sociedad Anonima	$21.9M	0.49%	0.15%	+429.2%	Q3 2014
STMSTMicroelectronics N.V.	$20.1M	0.45%	0.09%	New	Q4 2025
UUnity Software Inc.	$18.1M	0.40%	0.09%	-53.5%	Q2 2025
SCCOSouthern Copper Corp/	$17.3M	0.39%	0.01%	New	Q4 2025
DAKTDaktronics Inc	$16.9M	0.38%	1.75%	-40.6%	Q1 2024
RHRH	$15.8M	0.35%	0.47%	New	Q4 2025
CMGChipotle Mexican Grill Inc	$14.5M	0.32%	0.03%	+68.1%	Q4 2015
PTGXProtagonist Therapeutics, Inc	$13.9M	0.31%	0.26%	Not reported	Q3 2025
ZZillow Group, Inc.	$13.1M	0.29%	Not reported	Not reported	Q2 2019
CDTXCidara Therapeutics, Inc.	$10.9M	0.24%	0.16%	New	Q4 2025
PMPhilip Morris International Inc.	$10.8M	0.24%	0.00%	Not reported	Q1 2016
AALAmerican Airlines Group Inc.	$9.81M	0.22%	0.10%	Not reported	Q2 2014
AGXArgan Inc	$9.4M	0.21%	0.22%	New	Q4 2025
DASHDoorDash, Inc.	$8.13M	0.18%	Not reported	Not reported	Q2 2023
PGNYProgyny, Inc.	$7.58M	0.17%	0.35%	New	Q4 2025
ECHOEchoStar CORP	$6.61M	0.15%	0.13%	Not reported	Q3 2025
ADMAAdma Biologics, Inc.	$4.6M	0.10%	0.11%	New	Q4 2025

Q3 2025Reported Nov 14, 202559 positions
NTRANatera, Inc.	$517M	12.74%	2.34%	+4.2%	Q3 2022
INSMINSMED Inc	$349M	8.59%	1.14%	+7.5%	Q2 2020
TEVATeva Pharmaceutical Industries Ltd	$335M	8.25%	1.45%	+3.9%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$214M	5.26%	0.00%	Not reported	Q1 2021
WWDWoodward, Inc.	$160M	3.94%	1.06%	-25.4%	Q4 2023
CPNGCoupang, Inc.	$149M	3.67%	Not reported	+12.9%	Q1 2021
MELIMercadolibre Inc	$136M	3.36%	0.12%	+8.6%	Q2 2018
DOCUDocusign, Inc.	$122M	2.99%	0.84%	+30.7%	Q1 2019
VRNAVerona Pharma plc	$107M	2.63%	0.15%	Not reported	Q3 2024
AMZNAmazon Com Inc	$96M	2.36%	0.00%	Not reported	Q3 2013
ROKURoku, Inc	$82.4M	2.03%	0.56%	-25.3%	Q1 2025
FIGRFigure Technology Solutions, Inc.	$77M	1.90%	Not reported	New	Q3 2025
QSRRestaurant Brands International Inc.	$72.6M	1.79%	0.35%	+50.7%	Q1 2015
STUBStubHub Holdings, Inc.	$71.7M	1.77%	Not reported	New	Q3 2025
WABWestinghouse Air Brake Technologies Corp	$60.6M	1.49%	0.18%	+77.4%	Q1 2024
METAMeta Platforms, Inc.	$55.9M	1.38%	Not reported	Not reported	Q2 2014
NAMSNewAmsterdam Pharma Co N.V.	$54.7M	1.35%	1.70%	+131.2%	Q3 2024
CRSCarpenter Technology Corp	$54M	1.33%	0.44%	+73.8%	Q2 2025
CCitigroup Inc	$52.3M	1.29%	0.03%	-22.7%	Q2 2015
TWLOTwilio Inc	$51.3M	1.26%	0.33%	+155.8%	Q1 2019
BACBank of America Corp	$51M	1.26%	0.01%	+189.3%	Q3 2016
SESea Ltd	$49M	1.21%	0.16%	-11.5%	Q1 2019
EQTEQT Corp	$48.7M	1.20%	0.14%	-28.6%	Q4 2013
GEVGE Vernova Inc.	$47.5M	1.17%	0.03%	Not reported	Q2 2024
CRHCRH Public Ltd Co	$47.2M	1.16%	0.06%	Not reported	Q3 2024
VSTVistra Corp.	$45.8M	1.13%	0.07%	Not reported	Q3 2023
UUnity Software Inc.	$35.3M	0.87%	0.21%	-50.3%	Q2 2025
LENLennar Corp	$35.2M	0.87%	Not reported	+210.8%	Q2 2014
DHIHorton D R Inc	$34.8M	0.86%	0.07%	+165.1%	Q2 2014
CLFCleveland-Cliffs Inc.	$33.1M	0.82%	0.55%	New	Q3 2025
TBBBBBB Foods Inc	$31.9M	0.79%	Not reported	+228.1%	Q2 2025
PCTPureCycle Technologies, Inc.	$30.3M	0.75%	1.28%	Not reported	Q4 2024
FWONKLiberty Media Corp	$30.1M	0.74%	Not reported	Not reported	Q4 2020
DAKTDaktronics Inc	$30.1M	0.74%	2.96%	-53.3%	Q1 2024
DKSDick'S Sporting Goods, Inc.	$29.4M	0.72%	0.14%	New	Q3 2025
FLUTFlutter Entertainment plc	$29.3M	0.72%	0.07%	-71.6%	Q2 2024
OPCHOption Care Health, Inc.	$27.1M	0.67%	0.61%	+53.5%	Q4 2020
AEVAAeva Technologies, Inc.	$26.7M	0.66%	3.07%	New	Q3 2025
PCGPG&E Corp	$24.9M	0.61%	0.08%	Not reported	Q2 2019
GOOGLAlphabet Inc.	$24.8M	0.61%	0.00%	Not reported	Q4 2015
ARMArm Holdings PLC	$23.8M	0.58%	0.02%	Not reported	Q3 2024
NUNu Holdings Ltd.	$23.3M	0.57%	Not reported	-57.4%	Q4 2024
SMTCSemtech Corp	$21.5M	0.53%	0.35%	New	Q3 2025
STXSeagate Technology Holdings plc	$20.3M	0.50%	0.04%	-56.5%	Q3 2023
GPCGenuine Parts Co	$20M	0.49%	0.10%	New	Q3 2025
ELVNEnliven Therapeutics, Inc.	$19.4M	0.48%	1.60%	+104.6%	Q2 2025
POSTPost Holdings, Inc.	$19M	0.47%	0.32%	Not reported	Q1 2016
SNDKSandisk Corp	$18.7M	0.46%	0.11%	Not reported	Q1 2014
SYFSynchrony Financial	$18.6M	0.46%	0.07%	Not reported	Q4 2015
COGTCogent Biosciences, Inc.	$15.2M	0.37%	0.76%	New	Q3 2025

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