13F holdings · Q2 2026

What is Duquesne Family Office buying?

Duquesne Family Office's 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: its largest reported positions and every significant change since Q1 2026.

Reported holdings$4.4M
QuarterQ2 2026
New positions12
Exits and cuts0

Biggest moves in Q2 2026

  • New 13F stake
    INSM · New position: 1.35M sh (~$144K, 3.3% of book) via calls
  • New 13F stake
    GOOGL · New position: 336.3K sh (~$120K, 2.8% of book)
  • New 13F stake
    FOXA · New position: 2.20M sh (~$115K, 2.6% of book)
  • New 13F stake
    CDW · New position: 744.0K sh (~$105K, 2.4% of book)
  • New 13F stake
    BTDR · New position: 4.07M sh (~$65K, 1.5% of book)
  • New 13F stake
    DAL · New position: 603.0K sh (~$56K, 1.3% of book)
  • New 13F stake
    TSLA · New position: 126.0K sh (~$53K, 1.2% of book) via calls
  • New 13F stake
    FLR · New position: 982.2K sh (~$51K, 1.2% of book)
  • New 13F stake
    DHI · New position: 299.0K sh (~$49K, 1.1% of book)
  • New 13F stake
    AMD · New position: 72.9K sh (~$42K, 1.0% of book)
  • New 13F stake
    PANW · New position: 116.7K sh (~$40K, 0.9% of book)
  • New 13F stake
    HUT · New position: 314.1K sh (~$36K, 0.8% of book)

Top holdings

HoldingValue% of portfolioChange in shares
NTRANatera, Inc. $864.9K 19.9% +4%
TSMTaiwan Semiconductor Manufacturing Co. Ltd. $281.6K 6.5% +19%
STMSTMicroelectronics N.V. $232.4K 5.3% +19%
INSMINSMED Inc $151.9K 3.5% +23%
YPFYpf Sociedad Anonima $142.7K 3.3% -3%
AMZNAmazon Com Inc. $129.1K 3.0% +1083%
TBBBBbb Foods Inc. $120.9K 2.8% -7%
GOOGLAlphabet Inc $120.2K 2.8% New
EWZIshares Inc $118.5K 2.7% +0%
Seagate Technology Hldngs Pl $117.7K 2.7% +141%
FOXAFox Corp $115.0K 2.6% New
UALUnited Airlines Holdings, Inc. $108.1K 2.5% +203%
SESea Ltd $105.4K 2.4% +0%
CDWCDW Corp $104.6K 2.4% New
Newamsterdam Pharma Company $104.0K 2.4% +0%
SNDKSandisk Corp $79.4K 1.8% -9%
RVMDRevolution Medicines, Inc. $74.8K 1.7% +27%
BTDRBitdeer Technologies Group $64.7K 1.5% New
Crh Plc $59.2K 1.4% +47%
DALDelta Air Lines, Inc. $56.5K 1.3% New

From Duquesne Family Office LLC's Form 13F-HR. 13Fs list long US-listed positions at quarter end and are filed up to 45 days later; they don't show shorts, most hedges or trades made since. View the filing on SEC EDGAR ↗