Duquesne Family Office LLC 13F Holdings

Holdings from the most recent 13F from Duquesne Family Office LLC

Filed: 2024-02-14 (Q4 2023) | Holdings: 51 | Value: $3.4B | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
MSFT - Microsoft Corp
Add 7% ($25.9M)
12.19%
$408.4M
+34.29%
+3.85%
+0.93%
CPNG - Coupang Inc
Add 10% ($32.6M)
11.07%
$371.0M
+110.69%
+48.65%
+68.38%
NVDA - Nvidia Corporation
Reduce 29% $(127.4M)
9.12%
$305.8M
+172.28%
+28.11%
+88.77%
NVDA - Nvidia Corporation
CALL
New Purchase
7.23%
$242.4M
LLY - Eli Lilly & Co
Reduce 11% $(30.1M)
7.00%
$234.7M
+9.68%
+4.31%
+14.15%
TECK - Teck Resources Ltd
Add 35% ($60.0M)
6.97%
$233.5M
+16.16%
+37.32%
+15.14%
STX - Seagate Technology Hldngs Pl
Add 131% ($102.5M)
5.39%
$180.7M
+168.67%
+14.58%
+22.17%
VRT - Vertiv Holdings Co
Add 23% ($20.5M)
3.32%
$111.1M
+193.75%
+60.93%
+69.32%
NWSA - News Corp New
Reduce 15% $(17.8M)
2.96%
$99.3M
+3.94%
+0.15%
+16.85%
GE - General Electric Co
2.80%
$93.9M
+167.20%
+39.68%
+80.37%
VST - Vistra Corp
Add 20% ($15.3M)
2.74%
$91.9M
+335.64%
+119.17%
+285.36%
UBS - Ubs Group Ag
Add 11% ($7.2M)
2.23%
$74.9M
+48.24%
+13.28%
+26.84%
KBR - Kbr Inc
Add 129% ($36.2M)
1.92%
$64.2M
-18.93%
+22.05%
-2.73%
LW - Lamb Weston Hldgs Inc
Reduce 70% $(139.1M)
1.74%
$58.3M
-34.39%
-16.46%
-43.06%
CCJ - Cameco Corp
Add 53% ($20.0M)
1.71%
$57.4M
+152.93%
+17.99%
+13.37%
CVX - Chevron Corp New
1.71%
$57.4M
+9.78%
+8.77%
+8.68%
NTRA - Natera Inc
1.67%
$55.9M
+171.05%
+53.43%
+142.18%
ANET - Arista Networks Inc
New Purchase
1.65%
$55.2M
+135.55%
+22.47%
+66.87%
WWD - Woodward Inc
New Purchase
1.64%
$55.1M
+91.83%
+29.48%
+38.61%
OPCH - Option Care Health Inc
Add 21% ($8.5M)
1.46%
$49.1M
-14.55%
-8.91%
-2.76%
TPX - Tempur Sealy Intl Inc
New Purchase
1.14%
$38.2M
+65.19%
+6.08%
+36.56%
FLEX - Flex Ltd
New Purchase
1.03%
$34.6M
+125.47%
+2.91%
+49.47%
GOLD - Barrick Gold Corp
New Purchase
0.95%
$31.8M
+131.11%
+22.32%
+31.07%
BAH - Booz Allen Hamilton Hldg Cor
New Purchase
0.90%
$30.2M
-39.63%
+3.86%
-16.77%
TKO - Tko Group Holdings Inc
Add 432% ($21.6M)
0.80%
$26.7M
+115.33%
+19.65%
+95.93%
NWS - News Corp New
0.75%
$25.1M
+15.53%
-1.69%
+28.91%
MRVL - Marvell Technology Inc
New Purchase
0.65%
$21.9M
+29.87%
+2.49%
+57.10%
FCX - Freeport-Mcmoran Inc
New Purchase
0.60%
$20.1M
+12.89%
+43.92%
+6.54%
NEM - Newmont Corp
New Purchase
0.59%
$19.6M
+153.02%
+33.57%
+49.42%
PANW - Palo Alto Networks Inc
New Purchase
0.57%
$19.1M
+20.26%
-15.17%
+13.14%
PSTG - Pure Storage Inc
New Purchase
0.57%
$18.9M
+123.54%
+39.72%
+61.57%
VEEV - Veeva Sys Inc
0.55%
$18.4M
+31.17%
-4.83%
+4.83%
ZI - Zoominfo Technologies Inc
New Purchase
0.51%
$17.1M
-38.34%
-27.88%
-42.44%
DKNG - Draftkings Inc New
New Purchase
0.45%
$14.9M
-29.63%
+4.22%
+16.28%
WDC - Western Digital Corp.
0.36%
$12.0M
+195.16%
+34.73%
+28.21%
NTNX - Nutanix Inc
New Purchase
0.31%
$10.3M
+19.00%
+18.90%
+24.40%
TTWO - Take-Two Interactive Softwar
New Purchase
0.31%
$10.3M
+61.55%
-4.91%
+38.95%
ADBE - Adobe Inc
New Purchase
0.30%
$10.2M
-40.61%
-19.91%
-23.41%
SPHR - Sphere Entertainment Co
Add 9% ($831.4K)
0.30%
$10.0M
+61.72%
-10.19%
+13.19%
LPX - Louisiana Pac Corp
Add 148% ($5.7M)
0.29%
$9.6M
+31.30%
+30.06%
+60.87%
WRBY - Warby Parker Inc
New Purchase
0.28%
$9.5M
+45.22%
+8.04%
+73.40%
RXRX - Recursion Pharmaceuticals In
0.27%
$8.9M
-53.02%
-20.43%
-15.42%
KRE - Spdr Ser Tr
New Purchase
0.24%
$8.1M
+33.32%
+7.22%
+38.32%
OLED - Universal Display Corp
New Purchase
0.16%
$5.4M
-18.63%
-5.21%
-21.15%
SCHW - Schwab Charles Corp
New Purchase
0.15%
$4.9M
+51.36%
+24.78%
+30.62%
CEG - Constellation Energy Corp
0.13%
$4.5M
+199.68%
+72.22%
+152.35%
ABCL - Abcellera Biologics Inc
0.11%
$3.8M
+6.43%
-30.06%
-35.16%
CP - Canadian Pacific Kansas City
Reduce 60% $(5.7M)
0.11%
$3.8M
-11.36%
-4.82%
-6.07%
IHS - Ihs Holding Limited
0.11%
$3.5M
+115.84%
+4.66%
+22.67%
JOBY - Joby Aviation Inc
0.00%
$150.0K
+150.16%
-17.63%
+27.24%
BABA - Alibaba Group Hldg Ltd
Reduce 100%
0.00%
$0.00
GOOGL - Alphabet Inc
Reduce 100%
0.00%
$0.00
AMZN - Amazon Com Inc
Reduce 100%
0.00%
$0.00
AVGO - Broadcom Inc
Reduce 100%
0.00%
$0.00
BLDR - Builders Firstsource Inc
Reduce 100%
0.00%
$0.00
COMP - Compass Inc
Reduce 100%
0.00%
$0.00
DHR - Danaher Corporation
Reduce 100%
0.00%
$0.00
J - Jacobs Solutions Inc
Reduce 100%
0.00%
$0.00
OPEN - Opendoor Technologies Inc
Reduce 100%
0.00%
$0.00
SNSE - Sensei Biotherapeutics Inc
Reduce 100%
0.00%
$0.00
TMUS - T-Mobile Us Inc
Reduce 100%
0.00%
$0.00
RIG - Transocean Ltd
Reduce 100%
0.00%
$0.00