Macro / hedge
Duquesne Family Office
Duquesne Family Office’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$4.35B
reported long US equity
Positions
86
US-listed holdings
New this quarter
44
23 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | NTRANatera Inc | $864.9M | 19.9% | 3.2M | Added |
| 2 | Taiwan Semiconductor Manufac | $281.6M | 6.5% | 589.7K | Added |
| 3 | STMStmicroelectronics N V | $232.4M | 5.3% | 3.1M | Added |
| 4 | INSMInsmed Inc | $151.9M | 3.5% | 1.4M | Added |
| 5 | Ypf Sociedad Anonima | $142.7M | 3.3% | 3.1M | Reduced |
| 6 | AMZNAmazon Com Inc | $129.1M | 3.0% | 541.6K | Added |
| 7 | Bbb Foods Inc | $120.9M | 2.8% | 2.9M | Reduced |
| 8 | Alphabet Inc | $120.2M | 2.8% | 336.3K | New |
| 9 | Ishares Inc | $118.5M | 2.7% | 3.4M | — |
| 10 | Seagate Technology Hldngs Pl | $117.7M | 2.7% | 122.0K | Added |
| 11 | Fox Corp | $115.0M | 2.6% | 2.2M | New |
| 12 | UALUnited Airls Hldgs Inc | $108.1M | 2.5% | 794.8K | Added |
| 13 | SESea Ltd | $105.4M | 2.4% | 1.1M | — |
| 14 | CDWCdw Corp | $104.6M | 2.4% | 744.0K | New |
| 15 | Newamsterdam Pharma Company | $104.0M | 2.4% | 3.1M | — |
| 16 | SNDKSandisk Corp | $79.4M | 1.8% | 34.9K | Reduced |
| 17 | RVMDRevolution Medicines Inc | $74.8M | 1.7% | 399.6K | Added |
| 18 | Bitdeer Technologies Group | $64.7M | 1.5% | 4.1M | New |
| 19 | Crh Plc | $59.2M | 1.4% | 553.6K | Added |
| 20 | DALDelta Air Lines Inc | $56.5M | 1.3% | 603.0K | New |
| 21 | FLRFluor Corp | $51.5M | 1.2% | 982.2K | New |
| 22 | DHID R Horton Inc | $48.7M | 1.1% | 299.0K | New |
| 23 | CPNGCoupang Inc | $46.3M | 1.1% | 2.7M | — |
| 24 | AMDAdvanced Micro Devices Inc | $42.3M | 1.0% | 72.9K | New |
| 25 | PANWPalo Alto Networks Inc | $39.8M | 0.9% | 116.7K | New |
| 26 | CLFCleveland-Cliffs Inc New | $39.6M | 0.9% | 4.2M | Added |
| 27 | HUTHut 8 Corp | $36.3M | 0.8% | 314.1K | New |
| 28 | CAICaris Life Sciences Inc | $33.8M | 0.8% | 1.9M | — |
| 29 | Global X Fds | $30.0M | 0.7% | 328.8K | Reduced |
| 30 | FOXFox Corp | $29.6M | 0.7% | 632.6K | New |
| 31 | WWDWoodward Inc | $28.6M | 0.7% | 67.2K | Reduced |
| 32 | NUVBNuvation Bio Inc | $25.8M | 0.6% | 4.5M | — |
| 33 | PTGXProtagonist Therapeutics Inc | $25.6M | 0.6% | 208.9K | Added |
| 34 | ROKURoku Inc | $25.4M | 0.6% | 184.1K | Reduced |
| 35 | CVCOCavco Inds Inc Del | $24.3M | 0.6% | 39.5K | New |
| 36 | ADMAAdma Biologics Inc | $23.3M | 0.5% | 2.8M | Added |
| 37 | Hyperliquid Strategies Inc | $23.1M | 0.5% | 2.9M | New |
| 38 | RMBSRambus Inc Del | $23.0M | 0.5% | 173.0K | New |
| 39 | RYTMRhythm Pharmaceuticals Inc | $22.6M | 0.5% | 203.6K | New |
| 40 | SKYChampion Homes Inc | $22.4M | 0.5% | 254.4K | New |
| 41 | DAKTDaktronics Inc | $22.0M | 0.5% | 1.1M | Added |
| 42 | Purecycle Technologies Inc | $21.7M | 0.5% | 2.7M | Added |
| 43 | SCCOSouthern Copper Corp | $21.4M | 0.5% | 123.1K | Added |
| 44 | Linde Plc | $21.4M | 0.5% | 41.2K | — |
| 45 | ENTGEntegris Inc | $21.3M | 0.5% | 118.3K | New |
| 46 | TEVATeva Pharmaceutical Inds Ltd | $21.2M | 0.5% | 625.0K | Reduced |
| 47 | UUnity Software Inc | $21.1M | 0.5% | 738.8K | — |
| 48 | AEVAAeva Technologies Inc | $20.7M | 0.5% | 720.2K | New |
| 49 | RIOTRiot Platforms Inc | $20.7M | 0.5% | 754.8K | New |
| 50 | QQnity Electronics Inc | $20.5M | 0.5% | 125.7K | — |
| 51 | EQIXEquinix Inc | $19.2M | 0.4% | 18.4K | New |
| 52 | LRCXLam Research Corp | $18.9M | 0.4% | 43.6K | New |
| 53 | Definium Therapeutics Inc | $16.8M | 0.4% | 356.6K | New |
| 54 | Belite Bio Inc Sponsored | $16.3M | 0.4% | 106.1K | — |
| 55 | Invesco Exchange Traded Fd T | $15.8M | 0.4% | 74.4K | New |
| 56 | TXG10X Genomics Inc | $15.5M | 0.4% | 403.1K | New |
| 57 | WABWabtec | $15.3M | 0.4% | 56.6K | Reduced |
| 58 | LLYEli Lilly & Co | $14.8M | 0.3% | 12.4K | New |
| 59 | Xenon Pharmaceuticals Inc | $14.4M | 0.3% | 238.6K | — |
| 60 | Olema Pharmaceuticals Inc | $12.3M | 0.3% | 986.8K | — |
| 61 | RGENRepligen Corp | $10.6M | 0.2% | 77.4K | New |
| 62 | Rocket Cos Inc | $10.3M | 0.2% | 652.2K | New |
| 63 | BIDUBaidu Inc | $10.1M | 0.2% | 88.2K | New |
| 64 | ARMArm Holdings Plc | $10.0M | 0.2% | 28.1K | Reduced |
| 65 | CVNACarvana Co | $9.9M | 0.2% | 151.0K | New |
| 66 | RDDTReddit Inc | $9.8M | 0.2% | 56.5K | New |
| 67 | AAAlcoa Corp | $9.7M | 0.2% | 185.6K | Reduced |
| 68 | TMOThermo Fisher Scientific Inc | $9.6M | 0.2% | 19.2K | New |
| 69 | DHRDanaher Corp Del | $9.6M | 0.2% | 50.3K | New |
| 70 | FFIVF5 Inc | $9.2M | 0.2% | 22.0K | New |
| 71 | Vista Energy S.A.B. De C.V. | $8.6M | 0.2% | 134.7K | — |
| 72 | Skeena Res Ltd New | $8.0M | 0.2% | 300.2K | New |
| 73 | Jbs N.V. | $7.8M | 0.2% | 655.9K | — |
| 74 | GLUEMonte Rosa Therapeutics Inc | $7.2M | 0.2% | 297.6K | New |
| 75 | RLAYRelay Therapeutics Inc | $6.5M | 0.1% | 349.0K | New |
| 76 | DBVTDbv Technologies S A Sponsored | $6.3M | 0.1% | 383.4K | — |
| 77 | CCCCcc Intelligent Solutions Hl | $6.0M | 0.1% | 1.2M | New |
| 78 | UWMCUwm Holdings Corporation | $5.9M | 0.1% | 2.6M | New |
| 79 | NVTSNavitas Semiconductor Corp | $5.6M | 0.1% | 311.1K | New |
| 80 | SOLSSolstice Advanced Matls Inc | $5.5M | 0.1% | 62.5K | — |
| 81 | Ftai Aviation Ltd | $5.5M | 0.1% | 20.2K | New |
| 82 | BEAMBeam Therapeutics Inc | $5.3M | 0.1% | 153.6K | New |
| 83 | Aurora Innovation Inc | $4.3M | 0.1% | 633.7K | New |
| 84 | Iren Limited | $4.0M | 0.1% | 87.1K | New |
| 85 | Grupo Financiero Galicia S.A | $3.0M | 0.1% | 59.5K | New |
| 86 | Wave Life Sciences Ltd | $1.0M | 0.0% | 173.0K | — |
Sold out (Q2 2026)
AVGO, OPCH, FIGR, QSR, LSCC, HUM, TWLO, JBL, GSG, BE, INTC, NET, Lyondellbasell Industries Nv, TWST, COHR, CLS, STUB, MU, ECHO, Almonty Inds Inc, LITE, MELI, WLK
Do they hold anything you hold?
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From Duquesne Family Office’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.