13FDuquesne Family Office LLC
Reported value
$4.4B+48.2 % vs prior
Positions
86+21 vs prior
Top-10 concentration
52 %
of latest filing
New / Exit
44 / 23
vs prior quarter
Last filed
Aug 14, 2026
period Q2 2026
Reported value by quarter
Top holdings
Holdings — Q2 2026
Sorted by size. Change vs prior filing (Q1 2026) .
| Change | Ticker | Issuer | Weight | Prev | Δ | Value | Shares |
|---|---|---|---|---|---|---|---|
| TRIM | NTRA | Natera Inc | 19.9 % | 20.9 % | -1.0 pp | $864.9M | 3,186,306 |
| ADD | TSM | Taiwan Semiconductor Manufac | 6.5 % | 5.7 % | +0.8 pp | $281.6M | 589,680 |
| ADD | STM | Stmicroelectronics N V | 5.3 % | 3.1 % | +2.3 pp | $232.4M | 3,102,880 |
| TRIM | INSM | Insmed Inc | 3.5 % | 6.4 % | -2.9 pp | $151.9M | 1,424,690 |
| TRIM | YPF | Ypf Sociedad Anonima | 3.3 % | 5.1 % | -1.8 pp | $142.7M | 3,138,897 |
| ADD | AMZN | Amazon Com Inc | 3.0 % | 0.3 % | +2.6 pp | $129.1M | 541,600 |
| TRIM | ? | Bbb Foods Inc | 2.8 % | 3.7 % | -1.0 pp | $120.9M | 2,901,733 |
| NEW | GOOGL | Alphabet Inc | 2.8 % | — | NEW | $120.2M | 336,300 |
| TRIM | EWZ | Ishares Inc | 2.7 % | 4.5 % | -1.8 pp | $118.5M | 3,436,170 |
| ADD | ? | Seagate Technology Hldngs Pl | 2.7 % | 0.7 % | +2.0 pp | $117.7M | 122,000 |
| NEW | FOXA | Fox Corp | 2.6 % | — | NEW | $115.0M | 2,204,600 |
| ADD | UAL | United Airls Hldgs Inc | 2.5 % | 0.8 % | +1.7 pp | $108.1M | 794,795 |
| TRIM | SE | Sea Ltd | 2.4 % | 3.1 % | -0.7 pp | $105.4M | 1,099,905 |
| NEW | CDW | Cdw Corp | 2.4 % | — | NEW | $104.6M | 743,950 |
| TRIM | ? | Newamsterdam Pharma Company | 2.4 % | 3.3 % | -1.0 pp | $104.0M | 3,070,146 |
| EXIT | AVGO | Broadcom Inc | — | 2.1 % | -2.1 % | — | — |
| ADD | SNDK | Sandisk Corp | 1.8 % | 0.8 % | +1.0 pp | $79.4M | 34,900 |
| ADD | RVMD | Revolution Medicines Inc | 1.7 % | 1.0 % | +0.7 pp | $74.8M | 399,587 |
| EXIT | OPCH | Option Care Health Inc | — | 1.7 % | -1.7 % | — | — |
| NEW | ? | Bitdeer Technologies Group | 1.5 % | — | NEW | $64.7M | 4,074,993 |
| HELD | ? | Crh Plc | 1.4 % | 1.4 % | +0.0 pp | $59.2M | 553,555 |
| EXIT | FIGR | Figure Technology Solutio | — | 1.3 % | -1.3 % | — | — |
| NEW | DAL | Delta Air Lines Inc | 1.3 % | — | NEW | $56.5M | 603,000 |
| NEW | FLR | Fluor Corp | 1.2 % | — | NEW | $51.5M | 982,200 |
| EXIT | QSR | Restaurant Brands Intl Inc | — | 1.1 % | -1.1 % | — | — |
| NEW | DHI | D R Horton Inc | 1.1 % | — | NEW | $48.7M | 299,000 |
| TRIM | CPNG | Coupang Inc | 1.1 % | 1.7 % | -0.7 pp | $46.3M | 2,667,485 |
| EXIT | LSCC | Lattice Semiconductor Corp | — | 1.0 % | -1.0 % | — | — |
| NEW | AMD | Advanced Micro Devices Inc | 1.0 % | — | NEW | $42.3M | 72,900 |
| NEW | PANW | Palo Alto Networks Inc | 0.9 % | — | NEW | $39.8M | 116,650 |
| HELD | CLF | Cleveland-Cliffs Inc New | 0.9 % | 0.7 % | +0.2 pp | $39.6M | 4,216,184 |
| NEW | HUT | Hut 8 Corp | 0.8 % | — | NEW | $36.3M | 314,150 |
| EXIT | HUM | Humana Inc | — | 0.8 % | -0.8 % | — | — |
| EXIT | TWLO | Twilio Inc | — | 0.8 % | -0.8 % | — | — |
| HELD | CAI | Caris Life Sciences Inc | 0.8 % | 1.2 % | -0.4 pp | $33.8M | 1,894,450 |
| EXIT | JBL | Jabil Inc | — | 0.7 % | -0.7 % | — | — |
| EXIT | GSG | Ishares S&P Gsci Commodity- | — | 0.7 % | -0.7 % | — | — |
| TRIM | ARGT | Global X Fds | 0.7 % | 1.2 % | -0.5 pp | $30.0M | 328,800 |
| NEW | FOX | Fox Corp | 0.7 % | — | NEW | $29.6M | 632,600 |
| TRIM | WWD | Woodward Inc | 0.7 % | 2.6 % | -1.9 pp | $28.6M | 67,194 |
| EXIT | BE | Bloom Energy Corp | — | 0.6 % | -0.6 % | — | — |
| EXIT | INTC | Intel Corp | — | 0.6 % | -0.6 % | — | — |
| HELD | NUVB | Nuvation Bio Inc | 0.6 % | 0.7 % | -0.1 pp | $25.8M | 4,539,800 |
| HELD | PTGX | Protagonist Therapeutics Inc | 0.6 % | 0.6 % | +0.0 pp | $25.6M | 208,900 |
| TRIM | ROKU | Roku Inc | 0.6 % | 2.4 % | -1.8 pp | $25.4M | 184,055 |
| NEW | CVCO | Cavco Inds Inc Del | 0.6 % | — | NEW | $24.3M | 39,500 |
| HELD | ADMA | Adma Biologics Inc | 0.5 % | 0.5 % | +0.1 pp | $23.3M | 2,784,110 |
| NEW | PURR | Hyperliquid Strategies Inc | 0.5 % | — | NEW | $23.2M | 2,941,500 |
| NEW | RMBS | Rambus Inc Del | 0.5 % | — | NEW | $23.0M | 173,000 |
| NEW | RYTM | Rhythm Pharmaceuticals Inc | 0.5 % | — | NEW | $22.6M | 203,618 |
| NEW | SKY | Champion Homes Inc | 0.5 % | — | NEW | $22.4M | 254,400 |
| HELD | DAKT | Daktronics Inc | 0.5 % | 0.4 % | +0.1 pp | $22.0M | 1,123,109 |
| HELD | PCT | Purecycle Technologies Inc | 0.5 % | 0.2 % | +0.3 pp | $21.7M | 2,681,415 |
| HELD | SCCO | Southern Copper Corp | 0.5 % | 0.7 % | -0.2 pp | $21.4M | 123,060 |
| HELD | ? | Linde Plc | 0.5 % | 0.7 % | -0.2 pp | $21.4M | 41,200 |
| NEW | ENTG | Entegris Inc | 0.5 % | — | NEW | $21.3M | 118,300 |
| TRIM | TEVAN | Teva Pharmaceutical Inds Ltd | 0.5 % | 2.4 % | -2.0 pp | $21.2M | 624,999 |
| HELD | U | Unity Software Inc | 0.5 % | 0.6 % | -0.1 pp | $21.1M | 738,785 |
| NEW | AEVA | Aeva Technologies Inc | 0.5 % | — | NEW | $20.7M | 720,175 |
| NEW | RIOT | Riot Platforms Inc | 0.5 % | — | NEW | $20.7M | 754,800 |
| HELD | Q | Qnity Electronics Inc | 0.5 % | 0.5 % | 0.0 pp | $20.5M | 125,655 |
| NEW | EQIX | Equinix Inc | 0.4 % | — | NEW | $19.2M | 18,450 |
| NEW | LRCX | Lam Research Corp | 0.4 % | — | NEW | $18.9M | 43,600 |
| NEW | DFTX | Definium Therapeutics Inc | 0.4 % | — | NEW | $16.8M | 356,600 |
| HELD | BLTE | Belite Bio Inc Sponsored | 0.4 % | 0.6 % | -0.2 pp | $16.3M | 106,100 |
| EXIT | NET | Cloudflare Inc | — | 0.4 % | -0.4 % | — | — |
| NEW | RSP | Invesco Exchange Traded Fd T | 0.4 % | — | NEW | $15.8M | 74,400 |
| EXIT | ? | Lyondellbasell Industries Nv | — | 0.4 % | -0.4 % | — | — |
| NEW | TXG | 10X Genomics Inc | 0.4 % | — | NEW | $15.5M | 403,100 |
| HELD | WAB | Wabtec | 0.4 % | 0.8 % | -0.5 pp | $15.3M | 56,595 |
| NEW | LLY | Eli Lilly & Co | 0.3 % | — | NEW | $14.8M | 12,380 |
| EXIT | TWST | Twist Bioscience Corp | — | 0.3 % | -0.3 % | — | — |
| HELD | XENE | Xenon Pharmaceuticals Inc | 0.3 % | 0.5 % | -0.1 pp | $14.4M | 238,600 |
| EXIT | COHR | Coherent Corp | — | 0.3 % | -0.3 % | — | — |
| EXIT | CLS | Celestica Inc | — | 0.3 % | -0.3 % | — | — |
| EXIT | STUB | Stubhub Hldgs Inc | — | 0.3 % | -0.3 % | — | — |
| HELD | OLMA | Olema Pharmaceuticals Inc | 0.3 % | 0.5 % | -0.2 pp | $12.3M | 986,827 |
| EXIT | MU | Micron Technology Inc | — | 0.3 % | -0.3 % | — | — |
| NEW | RGEN | Repligen Corp | 0.2 % | — | NEW | $10.6M | 77,400 |
| EXIT | ECHO | Echostar Corp | — | 0.2 % | -0.2 % | — | — |
| NEW | RKT | Rocket Cos Inc | 0.2 % | — | NEW | $10.3M | 652,220 |
| EXIT | ALM | Almonty Inds Inc | — | 0.2 % | -0.2 % | — | — |
| NEW | BIDU | Baidu Inc | 0.2 % | — | NEW | $10.1M | 88,200 |
| HELD | ARM | Arm Holdings Plc | 0.2 % | 0.5 % | -0.3 pp | $10.0M | 28,090 |
| NEW | CVNA | Carvana Co | 0.2 % | — | NEW | $9.9M | 151,000 |
| NEW | RDDT | Reddit Inc | 0.2 % | — | NEW | $9.8M | 56,550 |
| TRIM | AA | Alcoa Corp | 0.2 % | 3.4 % | -3.2 pp | $9.7M | 185,640 |
| NEW | TMO | Thermo Fisher Scientific Inc | 0.2 % | — | NEW | $9.6M | 19,200 |
| NEW | DHR | Danaher Corp Del | 0.2 % | — | NEW | $9.6M | 50,300 |
| NEW | FFIV | F5 Inc | 0.2 % | — | NEW | $9.2M | 22,000 |
| HELD | VIST | Vista Energy S.A.B. De C.V. | 0.2 % | 0.3 % | -0.1 pp | $8.6M | 134,700 |
| NEW | SKE | Skeena Res Ltd New | 0.2 % | — | NEW | $8.0M | 300,200 |
| HELD | ? | Jbs N.V. | 0.2 % | 0.4 % | -0.2 pp | $7.8M | 655,900 |
| EXIT | LITE | Lumentum Hldgs Inc | — | 0.2 % | -0.2 % | — | — |
| NEW | GLUE | Monte Rosa Therapeutics Inc | 0.2 % | — | NEW | $7.2M | 297,600 |
| EXIT | MELI | Mercadolibre Inc | — | 0.2 % | -0.2 % | — | — |
| NEW | RLAY | Relay Therapeutics Inc | 0.1 % | — | NEW | $6.5M | 349,000 |
| HELD | DBVT | Dbv Technologies S A Sponsored | 0.1 % | 0.3 % | -0.1 pp | $6.3M | 383,363 |
| NEW | CCC | Ccc Intelligent Solutions Hl | 0.1 % | — | NEW | $6.0M | 1,170,900 |
| NEW | UWMC | Uwm Holdings Corporation | 0.1 % | — | NEW | $5.9M | 2,583,000 |
| NEW | NVTS | Navitas Semiconductor Corp | 0.1 % | — | NEW | $5.6M | 311,100 |
| HELD | SOLS | Solstice Advanced Matls Inc | 0.1 % | 0.2 % | 0.0 pp | $5.5M | 62,525 |
| NEW | ? | Ftai Aviation Ltd | 0.1 % | — | NEW | $5.5M | 20,200 |
| NEW | BEAM | Beam Therapeutics Inc | 0.1 % | — | NEW | $5.3M | 153,600 |
| NEW | AUR | Aurora Innovation Inc | 0.1 % | — | NEW | $4.3M | 633,700 |
| NEW | ? | Iren Limited | 0.1 % | — | NEW | $4.0M | 87,100 |
| EXIT | WLK | Westlake Corporation | — | 0.1 % | -0.1 % | — | — |
| NEW | GGAL | Grupo Financiero Galicia S.A | 0.1 % | — | NEW | $3.0M | 59,500 |
| HELD | ? | Wave Life Sciences Ltd | 0.0 % | 0.0 % | 0.0 pp | $1.0M | 173,000 |
Filing history
| Quarter | Reported value | Positions | Filed | Form |
|---|---|---|---|---|
| Q2 2026 | $4.4B | 86 | 2026-08-14 | 13F-HR |
| Q1 2026 | $2.9B | 65 | 2026-05-15 | 13F-HR |
| Q4 2025 | $4.2B | 58 | 2026-02-17 | 13F-HR |
| Q3 2025 | $3.9B | 62 | 2025-11-14 | 13F-HR |
| Q2 2025 | $3.9B | 65 | 2025-08-15 | 13F-HR |
| Q1 2025 | $3.0B | 49 | 2025-05-15 | 13F-HR |
| Q4 2024 | $3.6B | 74 | 2025-02-14 | 13F-HR |
| Q3 2024 | $2.9B | 72 | 2024-11-14 | 13F-HR |
| Q2 2024 | $2.8B | 63 | 2024-08-14 | 13F-HR |
| Q1 2024 | $3.7B | 72 | 2024-05-15 | 13F-HR |
| Q4 2023 | $3.1B | 50 | 2024-02-14 | 13F-HR |
| Q3 2023 | $2.8B | 41 | 2023-11-14 | 13F-HR |
| Q2 2023 | $2.9B | 53 | 2023-08-14 | 13F-HR |
| Q1 2023 | $2.3B | 48 | 2023-05-15 | 13F-HR |
| Q4 2022 | $2.0B | 57 | 2023-02-14 | 13F-HR |
| Q3 2022 | $1.7B | 63 | 2022-11-14 | 13F-HR |
| Q2 2022 | $1.4B | 42 | 2022-08-15 | 13F-HR |
| Q1 2022 | $2.2B | 49 | 2022-05-16 | 13F-HR |
| Q4 2021 | $2.7B | 48 | 2022-02-14 | 13F-HR |
| Q3 2021 | $3.1B | 48 | 2021-11-15 | 13F-HR |
| Q2 2021 | $554.0M | 3 | 2021-11-17 | 13F-HR/A |
| Q2 2021 | $3.5B | 49 | 2021-08-16 | 13F-HR |
| Q1 2021 | $643.2M | 3 | 2021-11-17 | 13F-HR/A |
| Q1 2021 | $3.9B | 60 | 2021-05-17 | 13F-HR |
| Q4 2020 | $3.7B | 54 | 2021-02-16 | 13F-HR |
| Q1 2020 | $2.5B | 43 | 2020-05-15 | 13F-HR |
| Q4 2019 | $3.3B | 59 | 2020-02-14 | 13F-HR |
| Q4 2018 | $1.6B | 30 | 2019-02-14 | 13F-HR |
| Q3 2018 | $2.1B | 40 | 2018-11-14 | 13F-HR |
| Q1 2018 | $1.8B | 22 | 2018-05-15 | 13F-HR |
| Q4 2017 | $2.0B | 30 | 2018-02-14 | 13F-HR |
| Q3 2017 | $2.2B | 37 | 2017-11-14 | 13F-HR |
| Q2 2017 | $1.9B | 34 | 2017-08-14 | 13F-HR |
| Q1 2017 | $1.5B | 47 | 2017-05-15 | 13F-HR |
| Q4 2016 | $1.0B | 32 | 2017-02-14 | 13F-HR |
| Q3 2016 | $1.1B | 41 | 2016-11-14 | 13F-HR |
| Q2 2016 | $870.7M | 31 | 2016-08-15 | 13F-HR |
| Q1 2016 | $1.1B | 32 | 2016-05-16 | 13F-HR |
| Q4 2015 | $684.9M | 12 | 2016-02-16 | 13F-HR |
| Q3 2015 | $868.5M | 18 | 2015-11-13 | 13F-HR |
| Q2 2015 | $1.5B | 29 | 2015-08-14 | 13F-HR |
| Q1 2015 | $787.0M | 28 | 2015-05-15 | 13F-HR |
| Q4 2014 | $1.0B | 35 | 2015-02-12 | 13F-HR |
| Q3 2014 | $815.2M | 36 | 2014-11-14 | 13F-HR |
| Q2 2014 | $1.4B | 46 | 2014-08-14 | 13F-HR |
| Q1 2014 | $886.2M | 21 | 2014-05-14 | 13F-HR |
| Q4 2013 | $1.5B | 42 | 2014-02-14 | 13F-HR |
| Q3 2013 | $845.6M | 28 | 2013-11-14 | 13F-HR |
| Q2 2013 | $673.8M | 17 | 2013-08-14 | 13F-HR/A |
| Q2 2013 | $673.8K | 17 | 2013-08-14 | 13F-HR |
Reported as of quarter end, filed up to ~45 days later, not live positions. Values are as reported in the filing (not marked to today’s prices).