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Form 13F-HR · filed 2026-08-14 · registrant as filed: Duquesne Family Office LLC

Duquesne Family Office LLC holdings, as of 2026-06-30

What Duquesne Family Office LLC reported on Form 13F for the quarter ending 2026-06-30: 95 US-listed positions. Weighted by reported value the top ten are 45.82% and the whole list behaves like 22.4 equally weighted positions. Against the 2026-03-31 filing: 48 new, 23 closed, 26 changed by 1% or more in shares.

—Reported value
95Positions
22.4Behaves like
45.82%Top ten weight
Read this as a filing, not a portfolio. Form 13F covers US-listed long positions and listed options over which Duquesne Family Office LLC has investment discretion, valued at 2026-06-30 and filed on 2026-08-14. It omits short positions, non-US listings, bonds, cash, and every trade since the period end. It is filed by the registrant; it is not any person's account. Values for this filer appear to be stated in thousands rather than dollars (totals are two to three orders of magnitude below the registrant's known size); weights are unaffected, dollar figures are withheld.

Positions by reported value

95
#IssuerClassWeightValueSharesvs 2026-03-31
1 Natera Inc COM 16.60% — 3,186,306 +4.0%
2 Taiwan Semiconductor Manufac SPONSORED ADS 5.40% — 589,680 +19.1%
3 Stmicroelectronics N V NY REGISTRY 4.46% — 3,102,880 +18.8%
4 Invesco Exchange Traded Fd T · Call S&P500 EQL WGT 3.35% — 821,000 —
5 Insmed Inc COM PAR $.01 2.92% — 1,424,690 +23.4%
6 Ishares Inc · Call MSCI BRAZIL ETF 2.80% — 4,228,000 —
7 Insmed Inc · Call COM PAR $.01 2.76% — 1,350,000 new
8 Ypf Sociedad Anonima SPON ADR CL D 2.74% — 3,138,897 -3.0%
9 Amazon Com Inc COM 2.48% — 541,600 +1082.5%
10 Bbb Foods Inc CL A COM 2.32% — 2,901,733 -6.7%
11 Alphabet Inc CAP STK CL A 2.31% — 336,300 new
12 Ishares Inc MSCI BRAZIL ETF 2.27% — 3,436,170 —
13 Seagate Technology Hldngs Pl ORD SHS 2.26% — 122,000 +140.6%
14 Fox Corp CL A COM 2.21% — 2,204,600 new
15 Amazon Com Inc · Call COM 2.10% — 459,300 +129.7%
16 United Airls Hldgs Inc COM 2.07% — 794,795 +202.8%
17 Sea Ltd SPONSORD ADS 2.02% — 1,099,905 —
18 Cdw Corp COM 2.01% — 743,950 new
19 Newamsterdam Pharma Company ORDINARY SHARES 2.00% — 3,070,146 —
20 Ishares Tr · Call RUSSELL 2000 ETF 1.90% — 330,000 +317.7%
21 Sandisk Corp COM 1.52% — 34,900 -8.5%
22 Revolution Medicines Inc COM 1.44% — 399,587 +26.5%
23 State Str Spdr S&P 500 Etf T · Call TR UNIT 1.29% — 90,000 —
24 Bitdeer Technologies Group CL A ORD SHS 1.24% — 4,074,993 new
25 Crh Plc ORD 1.14% — 553,555 +46.6%
26 Delta Air Lines Inc COM NEW 1.08% — 603,000 new
27 Tesla Inc · Call COM 1.02% — 126,000 new
28 Fluor Corp COM 0.99% — 982,200 new
29 D R Horton Inc COM 0.94% — 299,000 new
30 Coupang Inc CL A 0.89% — 2,667,485 —
31 Advanced Micro Devices Inc COM 0.81% — 72,900 new
32 Palo Alto Networks Inc COM 0.76% — 116,650 new
33 Cleveland-Cliffs Inc New COM 0.76% — 4,216,184 +82.2%
34 Hut 8 Corp COM 0.70% — 314,150 new
35 Cdw Corp · Call COM 0.68% — 250,000 new
36 Caris Life Sciences Inc COM 0.65% — 1,894,450 —
37 Global X Fds GB MSCI AR ETF 0.58% — 328,800 -15.1%
38 Fox Corp CL B COM 0.57% — 632,600 new
39 Woodward Inc COM 0.55% — 67,194 -68.2%
40 Meta Platforms Inc · Call CL A 0.54% — 50,000 new
41 Nuvation Bio Inc COM CL A 0.49% — 4,539,800 —
42 Protagonist Therapeutics Inc COM 0.49% — 208,900 +30.8%
43 Roku Inc COM CL A 0.49% — 184,055 -75.5%
44 Cavco Inds Inc Del COM 0.47% — 39,500 new
45 Adma Biologics Inc COM 0.45% — 2,784,110 +80.1%
46 Hyperliquid Strategies Inc COM 0.44% — 2,941,500 new
47 Rambus Inc Del COM 0.44% — 173,000 new
48 Rhythm Pharmaceuticals Inc COM 0.43% — 203,618 new
49 Champion Homes Inc COM 0.43% — 254,400 new
50 Daktronics Inc COM 0.42% — 1,123,109 +99.6%
51 Purecycle Technologies Inc COM 0.42% — 2,681,415 +178.4%
52 Southern Copper Corp COM 0.41% — 123,060 +1.0%
53 Linde Plc SHS 0.41% — 41,200 —
54 Entegris Inc COM 0.41% — 118,300 new
55 Teva Pharmaceutical Inds Ltd SPONSORED ADS 0.41% — 624,999 -73.7%
56 Unity Software Inc COM 0.41% — 738,785 —
57 Aeva Technologies Inc COM NEW 0.40% — 720,175 new
58 Riot Platforms Inc COM 0.40% — 754,800 new
59 Qnity Electronics Inc COMMON STOCK 0.39% — 125,655 —
60 Equinix Inc COM 0.37% — 18,450 new
61 Lam Research Corp COM NEW 0.36% — 43,600 new
62 Definium Therapeutics Inc COM SHS 0.32% — 356,600 new
63 Belite Bio Inc Sponsored ADS 0.31% — 106,100 —
64 Invesco Exchange Traded Fd T S&P500 EQL WGT 0.30% — 74,400 new
65 10X Genomics Inc CL A COM 0.30% — 403,100 new
66 Wabtec COM 0.29% — 56,595 -40.4%
67 Eli Lilly & Co COM 0.28% — 12,380 new
68 Xenon Pharmaceuticals Inc COM 0.28% — 238,600 —
69 Olema Pharmaceuticals Inc COM 0.24% — 986,827 —
70 Repligen Corp COM 0.20% — 77,400 new
71 Rocket Cos Inc COM CL A 0.20% — 652,220 new
72 Baidu Inc SPON ADR REP A 0.19% — 88,200 new
73 Arm Holdings Plc SPONSORED ADS 0.19% — 28,090 -73.7%
74 Carvana Co CL A 0.19% — 151,000 new
75 Reddit Inc CL A 0.19% — 56,550 new
76 Alcoa Corp COM 0.19% — 185,640 -87.6%
77 Thermo Fisher Scientific Inc COM 0.18% — 19,200 new
78 Danaher Corp Del COM 0.18% — 50,300 new
79 F5 Inc COM 0.18% — 22,000 new
80 Vista Energy S.A.B. De C.V. SPONSORED ADS 0.17% — 134,700 —
81 Skeena Res Ltd New COM 0.15% — 300,200 new
82 Jbs N.V. CL A SHS 0.15% — 655,900 —
83 Monte Rosa Therapeutics Inc COM 0.14% — 297,600 new
84 Relay Therapeutics Inc COM 0.13% — 349,000 new
85 Dbv Technologies S A Sponsored ADS 0.12% — 383,363 —
86 Ccc Intelligent Solutions Hl COM 0.12% — 1,170,900 new
87 Uwm Holdings Corporation COM CL A 0.11% — 2,583,000 new
88 Navitas Semiconductor Corp COM 0.11% — 311,100 new
89 Solstice Advanced Matls Inc COM SHS 0.11% — 62,525 —
90 Ftai Aviation Ltd SHS 0.10% — 20,200 new
91 Beam Therapeutics Inc COM 0.10% — 153,600 new
92 Aurora Innovation Inc CLASS A COM 0.08% — 633,700 new
93 Iren Limited ORDINARY SHARES 0.08% — 87,100 new
94 Grupo Financiero Galicia S.A SPONSORED ADR 0.06% — 59,500 new
95 Wave Life Sciences Ltd SHS 0.02% — 173,000 —

Changes since 2026-03-31

97
New positions (48)
  • Insmed Inc
  • Alphabet Inc
  • Fox Corp
  • Cdw Corp
  • Bitdeer Technologies Group
  • Delta Air Lines Inc
  • Tesla Inc
  • Fluor Corp
  • D R Horton Inc
  • Advanced Micro Devices Inc
Closed positions (23)
  • Broadcom Inc
  • Option Care Health Inc
  • Figure Technology Solutio
  • Restaurant Brands Intl Inc
  • Lattice Semiconductor Corp
  • Humana Inc
  • Twilio Inc
  • Jabil Inc
  • Ishares S&P Gsci Commodity-
  • Bloom Energy Corp
Largest increases in shares
  • Natera Inc · now 16.60%
  • Taiwan Semiconductor Manufac · now 5.40%
  • Stmicroelectronics N V · now 4.46%
  • Insmed Inc · now 2.92%
  • Amazon Com Inc · now 2.48%
  • Seagate Technology Hldngs Pl · now 2.26%
  • Amazon Com Inc · now 2.10%
  • United Airls Hldgs Inc · now 2.07%
  • Ishares Tr · now 1.90%
  • Revolution Medicines Inc · now 1.44%
Largest decreases in shares
  • Ypf Sociedad Anonima · now 2.74%
  • Bbb Foods Inc · now 2.32%
  • Sandisk Corp · now 1.52%
  • Global X Fds · now 0.58%
  • Woodward Inc · now 0.55%
  • Roku Inc · now 0.49%
  • Teva Pharmaceutical Inds Ltd · now 0.41%
  • Wabtec · now 0.29%
  • Arm Holdings Plc · now 0.19%
  • Alcoa Corp · now 0.19%

Share counts compared line by line by CUSIP between the two filings. A change in reported value without a change in shares is a price move, not a trade, and is not listed here.

Source

Form 13F-HR, accession 0001536411-26-000006, on SEC EDGAR · period 2026-06-30 · filed 2026-08-14. Computed fields (weights, effective holdings, top-ten share, changes) are this site's arithmetic on the information table; download the record (CC BY 4.0). All 24 registrants: /managers/.

Cite this

Mulden. (2026). Duquesne Family Office LLC Form 13F, 2026-06-30. Retrieved 2026-09-15 from https://themulden.com/managers/duquesne-family-office-llc-1536411/

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