Duquesne Family Office LLC 13F Holdings

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

Filed: 2025-08-15 (Q2 2025) | Holdings: 69 | Value: $4.1B | 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
NTRA - Natera Inc
Reduce 9% $(53.6M)
12.80%
$521.2M
+16.68%
TEVA - Teva Pharmaceutical Inds Ltd
Add 7% ($18.3M)
6.57%
$267.6M
+8.88%
INSM - Insmed Inc
Add 65% ($89.0M)
5.57%
$226.8M
+28.34%
WWD - Woodward Inc
Reduce 23% $(61.0M)
5.11%
$208.1M
+8.80%
TSM - Taiwan Semiconductor Mfg Ltd
Add 28% ($37.7M)
4.26%
$173.3M
+24.59%
PM - Philip Morris Intl Inc
Reduce 26% $(52.7M)
3.65%
$148.6M
-6.80%
MELI - Mercadolibre Inc
3.45%
$140.4M
-5.55%
ENTG - Entegris Inc
New Purchase
3.26%
$132.7M
+18.91%
CPNG - Coupang Inc
Reduce 56% $(155.7M)
3.02%
$123.0M
+12.75%
FLUT - Flutter Entmt Plc
Add 7% ($8.0M)
2.84%
$115.8M
-17.00%
COHR - Coherent Corp
Reduce 48% $(94.9M)
2.54%
$103.3M
DOCU - Docusign Inc
Add 20% ($16.8M)
2.47%
$100.5M
+0.62%
MSFT - Microsoft Corp
New Purchase
2.45%
$99.9M
+2.07%
ROKU - Roku Inc
Add 123% ($53.3M)
2.38%
$96.7M
+9.13%
VRNA - Verona Pharma Plc
2.33%
$94.8M
LLY - Eli Lilly & Co
Add 6% ($4.6M)
1.93%
$78.5M
+18.90%
WBD - Warner Bros Discovery Inc
New Purchase
1.84%
$74.9M
+78.14%
EQT - Eqt Corp
Add 46% ($22.9M)
1.79%
$73.1M
+5.25%
IWM - Ishares Tr
CALL
New Purchase
1.78%
$72.3M
C - Citigroup Inc
New Purchase
1.39%
$56.7M
SPY - Spdr S&P 500 Etf Tr
CALL
New Purchase
1.37%
$55.6M
XLF - Select Sector Spdr Tr
New Purchase
1.27%
$51.6M
+2.14%
QSR - Restaurant Brands Intl Inc
New Purchase
1.22%
$49.8M
SE - Sea Ltd
New Purchase
1.22%
$49.5M
NU - Nu Hldgs Ltd
New Purchase
1.15%
$46.9M
+22.14%
DAKT - Daktronics Inc
1.14%
$46.5M
+19.93%
U - Unity Software Inc
New Purchase
1.05%
$42.9M
+3.38%
CZR - Caesars Entertainment Inc Ne
Reduce 10% $(4.3M)
0.97%
$39.6M
DAL - Delta Air Lines Inc Del
Add 130% ($22.1M)
0.96%
$39.0M
+1.11%
WAB - Wabtec
Reduce 43% $(27.3M)
0.88%
$35.7M
+5.69%
CRS - Carpenter Technology Corp
New Purchase
0.86%
$35.0M
+31.08%
GLW - Corning Inc
New Purchase
0.80%
$32.8M
+37.57%
PCT - Purecycle Technologies Inc
Reduce 32% $(14.5M)
0.77%
$31.6M
KMI - Kinder Morgan Inc Del
Reduce 35% $(17.1M)
0.77%
$31.5M
APP - Applovin Corp
Add 123% ($17.2M)
0.77%
$31.3M
UAL - United Airls Hldgs Inc
Add 2% ($671.7K)
0.74%
$30.0M
GS - Goldman Sachs Group Inc
New Purchase
0.73%
$29.7M
+8.87%
BCS - Barclays Plc
Reduce 59% $(42.2M)
0.71%
$28.8M
+5.40%
ILMN - Illumina Inc
New Purchase
0.70%
$28.7M
-0.42%
STX - Seagate Technology Hldngs Pl
Reduce 10% $(3.2M)
0.70%
$28.5M
TWLO - Twilio Inc
Reduce 45% $(20.1M)
0.61%
$24.9M
AVGO - Broadcom Inc
New Purchase
0.58%
$23.7M
ARGT - Global X Fds
Reduce 40% $(14.9M)
0.56%
$22.7M
YPF - Ypf Sociedad Anonima
Reduce 66% $(43.1M)
0.54%
$22.1M
+1.12%
EWZ - Ishares Inc
New Purchase
0.52%
$21.3M
+8.80%
HAS - Hasbro Inc
New Purchase
0.51%
$20.8M
-2.91%
OPCH - Option Care Health Inc
New Purchase
0.51%
$20.7M
-1.87%
XPO - Xpo Inc
New Purchase
0.51%
$20.6M
-1.83%
NTRA - Natera Inc
CALL
New Purchase
0.48%
$19.3M
BAC - Bank America Corp
New Purchase
0.40%
$16.2M
FLEX - Flex Ltd
Reduce 100%
0.00%
$0.00
COF - Capital One Finl Corp
Reduce 100%
0.00%
$0.00
CCCS - Ccc Intelligent Solutions Hl
Reduce 100%
0.00%
$0.00
PI - Impinj Inc
Reduce 100%
0.00%
$0.00
ASND - Ascendis Pharma A/S
Reduce 100%
0.00%
$0.00
DAL - Delta Air Lines Inc Del
CALL
Reduce 100%
0.00%
$0.00
AR - Antero Resources Corp
Reduce 100%
0.00%
$0.00
STX - Seagate Technology Hldngs Pl
CALL
Reduce 100%
0.00%
$0.00
SWTX - Springworks Therapeutics Inc
Reduce 100%
0.00%
$0.00
NAMS - Newamsterdam Pharma Company
Reduce 100%
0.00%
$0.00
EXE - Expand Energy Corporation
Reduce 100%
0.00%
$0.00
TSLA - Tesla Inc
Reduce 100%
0.00%
$0.00
AMZN - Amazon Com Inc
Reduce 100%
0.00%
$0.00
UAL - United Airls Hldgs Inc
CALL
Reduce 100%
0.00%
$0.00
BBIO - Bridgebio Pharma Inc
Reduce 100%
0.00%
$0.00
TECK - Teck Resources Ltd
Reduce 100%
0.00%
$0.00
AAL - American Airl
Reduce 100%
0.00%
$0.00
BMA - Banco Macro Sa
Reduce 100%
0.00%
$0.00
FCX - Freeport-Mcmoran Inc
Reduce 100%
0.00%
$0.00
BN - Brookfield Corp
Reduce 100%
0.00%
$0.00
GGAL - Grupo Financiero Galicia S.A
Reduce 100%
0.00%
$0.00
RARE - Ultragenyx Pharmaceutical In
Reduce 100%
0.00%
$0.00