Duquesne Family Office · 2026-Q2 · filed 2026-08-14 · SEC Form 13F-HR
| # | Ticker | Value | Weight | Shares | Δ Qtr |
|---|---|---|---|---|---|
| 1 | NTRA Natera Inc |
$865K | 26.6% | 3.2M | +4% |
| 2 | STM Stmicroelectronics N V |
$232K | 7.2% | 3.1M | +18.8% |
| 3 | INSM Insmed Inc |
$152K | 4.7% | 1.4M | +23.4% |
| 4 | FOXA Fox Corp |
$145K | 4.5% | 2.8M | NEW |
| 5 | YPF Ypf Sociedad Anonima |
$143K | 4.4% | 3.1M | -3% |
| 6 | AMZN Amazon Com Inc |
$129K | 4.0% | 542K | +1082.5% |
| 7 | TBBB Bbb Foods Inc |
$121K | 3.7% | 2.9M | -6.7% |
| 8 | GOOGL Alphabet Inc |
$120K | 3.7% | 336K | NEW |
| 9 | SE Sea Ltd |
$105K | 3.2% | 1.1M | — |
| 10 | CDW Cdw Corp |
$105K | 3.2% | 744K | NEW |
| 11 | SNDK Sandisk Corp |
$79K | 2.4% | 35K | -8.5% |
| 12 | RVMD Revolution Medicines Inc |
$75K | 2.3% | 400K | +26.5% |
| 13 | BTDR Bitdeer Technologies Group |
$65K | 2.0% | 4.1M | NEW |
| 14 | DAL Delta Air Lines Inc |
$56K | 1.7% | 603K | NEW |
| 15 | FLR Fluor Corp |
$51K | 1.6% | 982K | NEW |
| 16 | CPNG Coupang Inc |
$46K | 1.4% | 2.7M | — |
| 17 | AMD Advanced Micro Devices Inc |
$42K | 1.3% | 73K | NEW |
| 18 | PANW Palo Alto Networks Inc |
$40K | 1.2% | 117K | NEW |
| 19 | CLF Cleveland-Cliffs Inc New |
$40K | 1.2% | 4.2M | +82.2% |
| 20 | HUT Hut 8 Corp |
$36K | 1.1% | 314K | NEW |
| 21 | CAI Caris Life Sciences Inc |
$34K | 1.0% | 1.9M | — |
| 22 | WWD Woodward Inc |
$29K | 0.9% | 67K | -68.2% |
| 23 | NUVB Nuvation Bio Inc |
$26K | 0.8% | 4.5M | — |
| 24 | PTGX Protagonist Therapeutics Inc |
$26K | 0.8% | 209K | +30.8% |
| 25 | ROKU Roku Inc |
$25K | 0.8% | 184K | -75.5% |
| 26 | ADMA Adma Biologics Inc |
$23K | 0.7% | 2.8M | +80.1% |
| 27 | PURR Hyperliquid Strategies Inc |
$23K | 0.7% | 2.9M | NEW |
| 28 | RMBS Rambus Inc Del |
$23K | 0.7% | 173K | NEW |
| 29 | RYTM Rhythm Pharmaceuticals Inc |
$23K | 0.7% | 204K | NEW |
| 30 | SKY Champion Homes Inc |
$22K | 0.7% | 254K | NEW |
| 31 | DAKT Daktronics Inc |
$22K | 0.7% | 1.1M | +99.6% |
| 32 | PCT Purecycle Technologies Inc |
$22K | 0.7% | 2.7M | +178.4% |
| 33 | SCCO Southern Copper Corp |
$21K | 0.7% | 123K | +1% |
| 34 | LIN Linde Plc |
$21K | 0.7% | 41K | — |
| 35 | ENTG Entegris Inc |
$21K | 0.7% | 118K | NEW |
| 36 | U Unity Software Inc |
$21K | 0.7% | 739K | — |
| 37 | AEVA Aeva Technologies Inc |
$21K | 0.6% | 720K | NEW |
| 38 | RIOT Riot Platforms Inc |
$21K | 0.6% | 755K | NEW |
| 39 | Q Qnity Electronics Inc |
$21K | 0.6% | 126K | — |
| 40 | EQIX Equinix Inc |
$19K | 0.6% | 18K | NEW |
| 41 | LRCX Lam Research Corp |
$19K | 0.6% | 44K | NEW |
| 42 | DFTX Definium Therapeutics Inc |
$17K | 0.5% | 357K | NEW |
| 43 | BLTE Belite Bio Inc Sponsored |
$16K | 0.5% | 106K | — |
| 44 | TXG 10x Genomics Inc |
$15K | 0.5% | 403K | NEW |
| 45 | XENE Xenon Pharmaceuticals Inc |
$14K | 0.4% | 239K | — |
| 46 | OLMA Olema Pharmaceuticals Inc |
$12K | 0.4% | 987K | — |
| 47 | RGEN Repligen Corp |
$11K | 0.3% | 77K | NEW |
| 48 | BIDU Baidu Inc |
$10K | 0.3% | 88K | NEW |
| 49 | ARM Arm Holdings Plc |
$10K | 0.3% | 28K | -73.7% |
| 50 | CVNA Carvana Co |
$10K | 0.3% | 151K | NEW |
Source: SEC EDGAR Form 13F-HR. 13F filings disclose long US equity positions with a 45-day reporting lag and exclude shorts, cash, bonds and non-US holdings — they are a partial, delayed snapshot. Educational only, not investment advice.
Sum of disclosed long US equity positions per 13F quarter. History accrues from mid-2026 onward.
13F filings arrive 45 days late. Our three systematic strategies publish a verifiable month-by-month track record — Premium members see the exact 25 holdings of each basket at every monthly rebalance. Performance and backtests stay public.
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