Loading...
Loading...
NEW YORK, NY · CIK 0001536411
Portfolio Value
$2.92B
Positions
66
New
19
Increased
15
Decreased
14
Sold Out
28
Duquesne Family Office LLC (NEW YORK, NY) reported a portfolio value of $2.92B across 66 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). The top 10 positions account for 64.1% 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 | COHRCoherent Corp | $260.10M | 8.92% | +42.2% |
| 2 | CPNGCoupang Inc | $229.84M | 7.88% | -51.2% |
| 3 | VSTVistra Corp | $225.72M | 7.74% | - |
| 4 | NTRANatera Inc | $213.86M | 7.33% | +2.4% |
| 5 | PMPhilip Morris Intl Inc | $187.70M | 6.43% | New |
| 6 | STXSeagate Technology Hldngs Pl | $181.27M | 6.21% | +22.0% |
| 7 | MSFTMicrosoft Corp | $179.00M | 6.14% | -64.0% |
| 8 | WWDWoodward Inc | $166.40M | 5.70% | - |
| 9 | KMIKinder Morgan Inc Del | $134.19M | 4.60% | +74.0% |
| 10 | MAAMid-Amer Apt Cmntys Inc | $91.87M | 3.15% | New |
| Stock | Value | Shares |
|---|---|---|
| PMPhilip Morris Intl Inc | $187.70M | 1,852,355 |
| MAAMid-Amer Apt Cmntys Inc | $91.87M | 644,190 |
| CPTCamden Ppty Tr | $63.06M | 577,915 |
| FLUTFlutter Entmt Plc | $61.17M | 335,076 |
| MELIMercadolibre Inc | $59.97M | 36,493 |
| GEVGe Vernova Inc | $50.95M | 297,068 |
| SWTXUSDSpringworks Therapeutics Inc | $38.48M | 1,021,367 |
| ADBEAdobe Inc | $20.38M | 36,685 |
| YPFYpf Sociedad Anonima | $12.85M | 638,435 |
| LYVLive Nation Entertainment In | $9.66M | 103,100 |
Get alerts when Duquesne Family Office LLC files new 13F holdings.