Quarter snapshot

Duquesne Family Office

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Quarter: Q2 2026
Filed: 2026-08-14
Portfolio value: $4,354,220,000
Positions: 86
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares	Value
≡	NTRA	+4%	19.86%	3,186,306	$864,923,000
≡	TSM	+19%	6.47%	589,680	$281,613,000
≡	STM	+19%	5.34%	3,102,880	$232,375,000
≡	INSM	+23%	3.49%	1,424,690	$151,900,000
≡	YPF	−3%	3.28%	3,138,897	$142,726,000
≡	AMZN	+1083%	2.96%	541,600	$129,085,000
≡	TBBB	−7%	2.78%	2,901,733	$120,915,000
≡	GOOG	NEW	2.76%	336,300	$120,184,000
≡	EWZ		2.72%	3,436,170	$118,548,000
≡	STX	+141%	2.7%	122,000	$117,730,000
≡	FOXA	NEW	2.64%	2,204,600	$114,992,000
≡	UAL	+203%	2.48%	794,795	$108,084,000
≡	SE		2.42%	1,099,905	$105,404,000
≡	CDW	NEW	2.4%	743,950	$104,629,000
≡	NAMS		2.39%	3,070,146	$104,047,000
≡	SNDK	−9%	1.82%	34,900	$79,353,000
≡	RVMD	+27%	1.72%	399,587	$74,835,000
≡	BTDR	NEW	1.49%	4,074,993	$64,670,000
≡	CRH	+47%	1.36%	553,555	$59,230,000
≡	DAL	NEW	1.3%	603,000	$56,477,000
≡	FLR	NEW	1.18%	982,200	$51,457,000
≡	DHI	NEW	1.12%	299,000	$48,701,000
≡	CPNG		1.06%	2,667,485	$46,334,000
≡	AMD	NEW	0.97%	72,900	$42,348,000
≡	PANW	NEW	0.91%	116,650	$39,780,000
≡	CLF	+82%	0.91%	4,216,184	$39,590,000
≡	HUT	NEW	0.83%	314,150	$36,267,000
≡	CAI		0.78%	1,894,450	$33,759,000
≡	ARGT	−15%	0.69%	328,800	$30,019,000
≡	FOX	NEW	0.68%	632,600	$29,631,000
≡	WWD	−68%	0.66%	67,194	$28,587,000
≡	NUVB		0.59%	4,539,800	$25,786,000
≡	PTGX	+31%	0.59%	208,900	$25,607,000
≡	ROKU	−76%	0.58%	184,055	$25,425,000
≡	CVCO	NEW	0.56%	39,500	$24,268,000
≡	ADMA	+80%	0.54%	2,784,110	$23,303,000
≡	PURR	NEW	0.53%	2,941,500	$23,150,000
≡	RMBS	NEW	0.53%	173,000	$22,964,000
≡	RYTM	NEW	0.52%	203,618	$22,608,000
≡	Unmapped CUSIP	NEW	0.51%	254,400	$22,418,000
≡	DAKT	+100%	0.5%	1,123,109	$21,968,000
≡	PCT	+178%	0.5%	2,681,415	$21,746,000
≡	SCCO	+1%	0.49%	123,060	$21,444,000
≡	LIN		0.49%	41,200	$21,380,000
≡	ENTG	NEW	0.49%	118,300	$21,277,000
≡	TEVA	−74%	0.49%	624,999	$21,175,000
≡	U		0.48%	738,785	$21,114,000
≡	AEVA	NEW	0.48%	720,175	$20,683,000
≡	RIOT	NEW	0.47%	754,800	$20,666,000
≡	Q		0.47%	125,655	$20,521,000
≡	EQIX	NEW	0.44%	18,450	$19,232,000
≡	LRCX	NEW	0.43%	43,600	$18,893,000
≡	Unmapped CUSIP	NEW	0.39%	356,600	$16,774,000
≡	BLTE		0.38%	106,100	$16,338,000
≡	RSP	NEW	0.36%	74,400	$15,830,000
≡	TXG	NEW	0.35%	403,100	$15,455,000
≡	WAB	−40%	0.35%	56,595	$15,258,000
≡	LLY	NEW	0.34%	12,380	$14,849,000
≡	XENE		0.33%	238,600	$14,402,000
≡	OLMA		0.28%	986,827	$12,345,000
≡	Unmapped CUSIP	NEW	0.24%	77,400	$10,560,000
≡	RKT	NEW	0.24%	652,220	$10,272,000
≡	BIDU	NEW	0.23%	88,200	$10,080,000
≡	ARM	−74%	0.23%	28,090	$9,960,000
≡	CVNA	NEW	0.23%	151,000	$9,939,000
≡	RDDT	NEW	0.23%	56,550	$9,816,000
≡	AA	−88%	0.22%	185,640	$9,679,000
≡	TMO	NEW	0.22%	19,200	$9,626,000
≡	DHR	NEW	0.22%	50,300	$9,581,000
≡	FFIV	NEW	0.21%	22,000	$9,151,000
≡	VIST		0.2%	134,700	$8,594,000
≡	Unmapped CUSIP	NEW	0.18%	300,200	$8,003,000
≡	JBS		0.18%	655,900	$7,772,000
≡	GLUE	NEW	0.17%	297,600	$7,202,000
≡	RLAY	NEW	0.15%	349,000	$6,530,000
≡	DBVT		0.14%	383,363	$6,287,000
≡	CCC	NEW	0.14%	1,170,900	$6,042,000
≡	UWMC	NEW	0.14%	2,583,000	$5,915,000
≡	Unmapped CUSIP	NEW	0.13%	311,100	$5,575,000
≡	SOLS		0.13%	62,525	$5,540,000
≡	FTAI	NEW	0.13%	20,200	$5,465,000
≡	BEAM	NEW	0.12%	153,600	$5,272,000
≡	AUR	NEW	0.1%	633,700	$4,322,000
≡	IREN	NEW	0.09%	87,100	$3,983,000
≡	GGAL	NEW	0.07%	59,500	$2,977,000
≡	WVE		0.02%	173,000	$1,005,000
≡	NET	SOLD	—	—	—
≡	LYB	SOLD	—	—	—
≡	TWST	SOLD	—	—	—
≡	COHR	SOLD	—	—	—
≡	CLS	SOLD	—	—	—
≡	STUB	SOLD	—	—	—
≡	MU	SOLD	—	—	—
≡	SATS	SOLD	—	—	—
≡	ALM	SOLD	—	—	—
≡	LITE	SOLD	—	—	—
≡	MELI	SOLD	—	—	—
≡	WLK	SOLD	—	—	—
≡	INTC	SOLD	—	—	—
≡	BE	SOLD	—	—	—
≡	GSG	SOLD	—	—	—
≡	JBL	SOLD	—	—	—
≡	TWLO	SOLD	—	—	—
≡	HUM	SOLD	—	—	—
≡	LSCC	SOLD	—	—	—
≡	QSR	SOLD	—	—	—
≡	FIGR	SOLD	—	—	—
≡	OPCH	SOLD	—	—	—
≡	AVGO	SOLD	—	—	—