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Family office · Form 13F

Duquesne Family Office

As of 30 Jun 2026 · filed 14 Aug 2026, 45 days later · Duquesne Family Office LLC · SEC EDGAR ↗

Reported value$4.4MUS-listed shares, without options
Positions86spread like 17.1 equal ones
Largest ten52%of the reported value
Since 31 Mar 202644 · 14 · 10 · 23new · added to · reduced · no longer reported

By sector

Health care 30.9%
Technology 25.1%
Consumer discretionary 7.8%
Industrials 7.7%
Materials 4.6%
Communication 3.9%
Energy 3.3%
Financials 3.0%
Consumer staples 2.8%
Other 0.6%
Real estate 0.4%
Not classified 9.9%
Sectors come from each company's SEC industry code, grouped as on the sector pages. Companies not yet in this site's catalogue show as not classified.

Every reported position

Largest first, with its share of the reported value and how the number of shares compares with the quarter before. Share counts are adjusted for any split between the two dates.

CompanyShare of totalValueSharesSince 31 Mar 2026
NTRA Natera, Inc. 19.9% $864,923 3.2M Added to
TSM Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS 6.5% $281,613 589,680 Added to
STM STMicroelectronics N.V. NY REGISTRY 5.3% $232,375 3.1M Added to
INSM Insmed Inc COM PAR $.01 3.5% $151,900 1.4M Added to
YPF YPF Sociedad Anonima SPON ADR CL D 3.3% $142,726 3.1M Reduced
AMZN Amazon Com Inc 3.0% $129,085 541,600 Added to
TBBB BBB Foods Inc CL A COM 2.8% $120,915 2.9M Reduced
GOOGL Alphabet Inc. CAP STK CL A 2.8% $120,184 336,300 New
EWZ Ishares Inc MSCI BRAZIL ETF 2.7% $118,548 3.4M Unchanged
STX Seagate Technology Holdings plc ORD SHS 2.7% $117,730 122,000 Added to
FOXA Fox Corp CL A COM 2.6% $114,992 2.2M New
UAL United Airlines Holdings, Inc. 2.5% $108,084 794,795 Added to
SE Sea Ltd SPONSORD ADS 2.4% $105,404 1.1M Unchanged
CDW CDW Corp 2.4% $104,629 743,950 New
NAMS NewAmsterdam Pharma Co N.V. ORDINARY SHARES 2.4% $104,047 3.1M Unchanged
SNDK Sandisk Corp 1.8% $79,353 34,900 Reduced
RVMD Revolution Medicines, Inc. 1.7% $74,835 399,587 Added to
BTDR Bitdeer Technologies Group CL A ORD SHS 1.5% $64,670 4.1M New
CRH CRH Public Ltd Co 1.4% $59,230 553,555 Added to
DAL Delta AIR Lines, Inc. COM NEW 1.3% $56,477 603,000 New
FLR Fluor Corp 1.2% $51,457 982,200 New
DHI Horton D R Inc 1.1% $48,701 299,000 New
CPNG Coupang, Inc. CL A 1.1% $46,334 2.7M Unchanged
AMD Advanced Micro Devices Inc 1.0% $42,348 72,900 New
PANW Palo Alto Networks Inc 0.9% $39,780 116,650 New
CLF CLEVELAND-CLIFFS Inc. 0.9% $39,590 4.2M Added to
HUT Hut 8 Corp. 0.8% $36,267 314,150 New
CAI Caris Life Sciences, Inc. 0.8% $33,759 1.9M Unchanged
ARGT Global X Fds GB MSCI AR ETF 0.7% $30,019 328,800 Reduced
FOX Fox Corp CL B COM 0.7% $29,631 632,600 New
WWD Woodward, Inc. 0.7% $28,587 67,194 Reduced
NUVB Nuvation Bio Inc. COM CL A 0.6% $25,786 4.5M Unchanged
PTGX Protagonist Therapeutics, Inc 0.6% $25,607 208,900 Added to
ROKU Roku, Inc COM CL A 0.6% $25,425 184,055 Reduced
CVCO Cavco Industries, Inc. 0.6% $24,268 39,500 New
ADMA Adma Biologics, Inc. 0.5% $23,303 2.8M Added to
PURR Hyperliquid Strategies Inc 0.5% $23,150 2.9M New
RMBS Rambus Inc 0.5% $22,964 173,000 New
RYTM Rhythm Pharmaceuticals, Inc. 0.5% $22,608 203,618 New
SKY Champion Homes, Inc. 0.5% $22,418 254,400 New
DAKT Daktronics Inc 0.5% $21,968 1.1M Added to
PCT PureCycle Technologies, Inc. 0.5% $21,746 2.7M Added to
SCCO Southern Copper CORP/ 0.5% $21,444 123,060 Unchanged
LIN Linde plc 0.5% $21,380 41,200 Unchanged
ENTG Entegris Inc 0.5% $21,277 118,300 New
TEVA Teva Pharmaceutical Industries Ltd SPONSORED ADS 0.5% $21,175 624,999 Reduced
U Unity Software Inc. 0.5% $21,114 738,785 Unchanged
AEVA Aeva Technologies, Inc. COM NEW 0.5% $20,683 720,175 New
RIOT Riot Platforms, Inc. 0.5% $20,666 754,800 New
Q Qnity Electronics, Inc. 0.5% $20,521 125,655 Unchanged
EQIX Equinix Inc 0.4% $19,232 18,450 New
LRCX LAM Research Corp COM NEW 0.4% $18,893 43,600 New
DFTX Definium Therapeutics, Inc. COM SHS 0.4% $16,774 356,600 New
BLTE Belite BIO, Inc ADS 0.4% $16,338 106,100 Unchanged
RSP Invesco Exchange Traded Fd T S&P500 EQL WGT 0.4% $15,830 74,400 New
TXG 10x Genomics, Inc. CL A COM 0.4% $15,455 403,100 New
WAB Westinghouse AIR Brake Technologies Corp 0.4% $15,258 56,595 Reduced
LLY ELI Lilly & Co 0.3% $14,849 12,380 New
XENE Xenon Pharmaceuticals Inc. 0.3% $14,402 238,600 Unchanged
OLMA Olema Pharmaceuticals, Inc. 0.3% $12,345 986,827 Unchanged
RGEN Repligen Corp 0.2% $10,560 77,400 New
RKT Rocket Companies, Inc. COM CL A 0.2% $10,272 652,220 New
BIDU Baidu, Inc. SPON ADR REP A 0.2% $10,080 88,200 New
ARM ARM Holdings plc SPONSORED ADS 0.2% $9,960 28,090 Reduced
CVNA Carvana Co. CL A 0.2% $9,939 151,000 New
RDDT Reddit, Inc. CL A 0.2% $9,816 56,550 New
AA Alcoa Corp 0.2% $9,679 185,640 Reduced
TMO Thermo Fisher Scientific Inc. 0.2% $9,626 19,200 New
DHR Danaher Corp 0.2% $9,581 50,300 New
FFIV F5, Inc. 0.2% $9,151 22,000 New
VIST Vista Energy, S.A.B. de C.V. SPONSORED ADS 0.2% $8,594 134,700 Unchanged
SKE Skeena Resources Ltd 0.2% $8,003 300,200 New
JBS JBS N.V. CL A SHS 0.2% $7,772 655,900 Unchanged
GLUE Monte Rosa Therapeutics, Inc. 0.2% $7,202 297,600 New
RLAY Relay Therapeutics, Inc. 0.1% $6,530 349,000 New
DBVT DBV Technologies S.A. ADS 0.1% $6,287 383,363 Unchanged
CCC CCC Intelligent Solutions Holdings Inc. 0.1% $6,042 1.2M New
UWMC UWM Holdings Corp COM CL A 0.1% $5,915 2.6M New
NVTS Navitas Semiconductor Corp 0.1% $5,575 311,100 New
SOLS Solstice Advanced Materials Inc. COM SHS 0.1% $5,540 62,525 Unchanged
FTAI Ftai Aviation Ltd. 0.1% $5,465 20,200 New
BEAM Beam Therapeutics Inc. 0.1% $5,272 153,600 New
AUR Aurora Innovation, Inc. CLASS A COM 0.1% $4,322 633,700 New
IREN Iren Ltd ORDINARY SHARES 0.1% $3,983 87,100 New
GGAL Grupo Financiero Galicia S.A. SPONSORED ADR 0.1% $2,977 59,500 New
WVE Wave Life Sciences, Inc. 0.0% $1,005 173,000 Unchanged
The filing also lists 9 option positions (puts and calls), with an underlying value of $856,636. They are left out of the table and of the weights: the value of an option line is that of the shares it refers to, not what the option cost.

No longer reported

In the 31 Mar 2026 filing and not in this one. The form does not say why: the position may have been sold, moved to another entity or fallen below the reporting threshold.

What a 13F leaves out. It is filed up to 45 days after the quarter ends, so it shows positions that may already have changed. It lists only long positions in US-listed shares and some options: no short positions, no cash, no bonds, no shares listed elsewhere, and nothing about when or why anything was bought or sold. It describes part of a fund at one date — not what the fund is doing, and not a reason to do anything.