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NEW YORK, NY · CIK 0001536411
New positions
44
Added to
15
Trimmed
10
Exited
23
Duquesne Family Office LLC (NEW YORK, NY) reported a portfolio value of $4.35B across 86 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 52.4% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NTRANatera Inc | $864.92M | 19.86% | +4.0% |
| 2 | TSMTaiwan Semiconductor Manufac | $281.61M | 6.47% | +19.1% |
| 3 | STMStmicroelectronics N V | $232.38M | 5.34% | +18.8% |
| 4 | INSMInsmed Inc | $151.90M | 3.49% | +23.4% |
| 5 | YPFYpf Sociedad Anonima | $142.73M | 3.28% | -3.0% |
| 6 | AMZNAmazon Com Inc | $129.09M | 2.96% | +1082.5% |
| 7 | TBBBBbb Foods Inc | $120.92M | 2.78% | -6.7% |
| 8 | GOOGLAlphabet Inc | $120.18M | 2.76% | New |
| 9 | EWZIshares Inc | $118.55M | 2.72% | - |
| 10 | STXSeagate Technology Hldngs Pl | $117.73M | 2.70% | +140.6% |
| Stock | Value | Shares |
|---|---|---|
| GOOGLAlphabet Inc | $120.18M | 336,300 |
| FOXAFox Corp | $114.99M | 2,204,600 |
| CDWCdw Corp | $104.63M | 743,950 |
| BTDRBitdeer Technologies Group | $64.67M | 4,074,993 |
| DALDelta Air Lines Inc | $56.48M | 603,000 |
| FLRFluor Corp | $51.46M | 982,200 |
| DHID R Horton Inc | $48.70M | 299,000 |
| AMDAdvanced Micro Devices Inc | $42.35M | 72,900 |
| PANWPalo Alto Networks Inc | $39.78M | 116,650 |
| HUTHut 8 Corp | $36.27M | 314,150 |
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