Duquesne Family Office
CIK 0001536411 · SEC 13F-HR filings · 50 holdings · Q2 2026
| Issuer | Ticker | Shares | Value (USD) ↓ | Δ Shares | Δ Value | Type |
|---|---|---|---|---|---|---|
| NTRA | 3,186,306 | $865M | +123K | $252M | Shares | |
| TSM | 589,680 | $282M | +94K | $114M | Shares | |
| STM | 3,102,880 | $232M | +490K | $142M | Shares | |
| RSP | 821,000 | $175M | 0 | $17M | Shares | |
| INSM | 1,424,690 | $152M | +271K | $-37M | Shares | |
| EWZ | 4,228,000 | $146M | +792K | $14M | Shares | |
| INSM | 1,350,000 | $144M | +196K | $-45M | Shares | |
| YPF | 3,138,897 | $143M | -97K | $-7M | Shares | |
| AMZN | 541,600 | $129M | +342K | $87M | Shares | |
| TBBB | 2,901,733 | $121M | -207K | $11M | Shares | |
| GOOGL | 336,300 | $120M | New | $120M | NEW POSITIONShares | |
| EWZ | 3,436,170 | $119M | 0 | $-13M | Shares | |
| STX | 122,000 | $118M | +71K | $98M | Shares | |
| FOXA | 2,204,600 | $115M | New | $115M | NEW POSITIONShares | |
| AMZN | 459,300 | $109M | +259K | $68M | Shares | |
| UAL | 794,795 | $108M | +532K | $84M | Shares | |
| SE | 1,099,905 | $105M | 0 | $14M | Shares | |
| CDW | 743,950 | $105M | New | $105M | NEW POSITIONShares | |
| NAMS | 3,070,146 | $104M | 0 | $6M | Shares | |
| IWM | 330,000 | $99M | +251K | $80M | Shares | |
| SNDK | 34,900 | $79M | -3K | $55M | Shares | |
| RVMD | 399,587 | $75M | +84K | $44M | Shares | |
| SPY | 90,000 | $67M | 0 | $9M | Shares | |
| BTDR | 4,074,993 | $65M | New | $65M | NEW POSITIONShares | |
| CRH | 553,555 | $59M | +176K | $20M | Shares | |
| DAL | 603,000 | $56M | New | $56M | NEW POSITIONShares | |
| TSLA | 126,000 | $53M | New | $53M | NEW POSITIONShares | |
| FLR | 982,200 | $51M | New | $51M | NEW POSITIONShares | |
| DHI | 299,000 | $49M | New | $49M | NEW POSITIONShares | |
| CPNG | 2,667,485 | $46M | 0 | $-4M | Shares | |
| AMD | 72,900 | $42M | New | $42M | NEW POSITIONShares | |
| PANW | 116,650 | $40M | New | $40M | NEW POSITIONShares | |
| CLF | 4,216,184 | $40M | +1.9M | $20M | Shares | |
| HUT | 314,150 | $36M | New | $36M | NEW POSITIONShares | |
| CDW | 250,000 | $35M | New | $35M | NEW POSITIONShares | |
| CAI | 1,894,450 | $34M | 0 | $-114K | Shares | |
| ARGT | 328,800 | $30M | -59K | $-6M | Shares | |
| FOX | 632,600 | $30M | New | $30M | NEW POSITIONShares | |
| WWD | 67,194 | $29M | -144K | $-47M | Shares | |
| META | 50,000 | $28M | New | $28M | NEW POSITIONShares | |
| NUVB | 4,539,800 | $26M | 0 | $6M | Shares | |
| PTGX | 208,900 | $26M | +49K | $9M | Shares | |
| ROKU | 184,055 | $25M | -566K | $-46M | Shares | |
| CVCO | 39,500 | $24M | New | $24M | NEW POSITIONShares | |
| ADMA | 2,784,110 | $23M | +1.2M | $9M | Shares | |
| PURR | 2,941,500 | $23M | New | $23M | NEW POSITIONShares | |
| RMBS | 173,000 | $23M | New | $23M | NEW POSITIONShares | |
| RYTM | 203,618 | $23M | New | $23M | NEW POSITIONShares | |
| SKY | 254,400 | $22M | New | $22M | NEW POSITIONShares | |
| DAKT | 1,123,109 | $22M | New | $22M | NEW POSITIONShares |