Duquesne Family Office LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$3.1B

Holdings

49

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (49 positions)

#StockSharesValue% PortfolioType
1
NTRANatera Inc
3,402,330$481.1M15.72%
2
TEVATeva Pharmaceutical Inds Ltd
14,879,750$228.7M7.47%
3
CPNGCoupang Inc
9,302,634$204.0M6.67%
4
WWDWoodward Inc
1,097,750$200.3M6.55%
5
4I1Philip Morris Intl Inc
1,105,268$175.4M5.73%
6
COHRCoherent Corp
2,222,070$144.3M4.72%
7
MLB1Mercadolibre Inc
53,725$104.8M3.43%
8
IM8NInsmed Inc
1,369,050$104.4M3.41%
9
TSMTaiwan Semiconductor Mfg Ltd
598,780$99.4M3.25%
10
DOCUDocusign Inc
1,074,655$87.5M2.86%
11
FLUTFlutter Entmt Plc
377,475$83.6M2.73%
12
LLYEli Lilly & Co
94,830$78.3M2.56%
13
YPFYpf Sociedad Anonima
2,075,390$72.7M2.38%
14
VRNAVerona Pharma Plc
1,002,080$63.6M2.08%
15
BCSBarclays Plc
3,817,305$58.6M1.92%
16
DALDelta Air Lines Inc Del
1,294,635$56.4M1.84%Call
17
WABWabtec
301,095$54.6M1.78%
18
CCCCcc Intelligent Solutions Hl
5,595,039$50.5M1.65%
19
KMIKinder Morgan Inc Del
1,654,115$47.2M1.54%
20
EQTEqt Corp
859,345$45.9M1.50%
21
UALUnited Airls Hldgs Inc
594,685$41.1M1.34%Call
22
STXSeagate Technology Hldngs Pl
465,977$39.6M1.29%Call
23
CZRCaesars Entertainment Inc Ne
1,548,420$38.7M1.27%
24
FCXFreeport-Mcmoran Inc
1,018,105$38.5M1.26%
25
DAKTDaktronics Inc
3,067,625$37.4M1.22%
26
ARGTGlobal X Fds
443,800$35.8M1.17%
27
TWLOTwilio Inc
362,155$35.5M1.16%
28
COFCapital One Finl Corp
197,670$35.4M1.16%
29
ROKURoku Inc
493,600$34.8M1.14%
30
BMABanco Macro Sa
431,815$32.6M1.07%
31
SWTXSpringworks Therapeutics Inc
615,929$27.2M0.89%
32
AMZNAmazon Com Inc
136,765$26.0M0.85%
33
ASNDAscendis Pharma A/S
158,720$24.7M0.81%
34
PCTPurecycle Technologies Inc
3,364,842$23.3M0.76%
35
GGALGrupo Financiero Galicia S.A
381,481$20.8M0.68%
36
BNBrookfield Corp
315,925$16.6M0.54%
37
NAMSNewamsterdam Pharma Company
800,360$16.4M0.54%
38
TECK/BTeck Resources Ltd
431,545$15.7M0.51%
39
BBIOBridgebio Pharma Inc
438,050$15.1M0.49%
40
FLEXFlex Ltd
348,900$11.5M0.38%
41
EXEExpand Energy Corporation
97,700$10.9M0.36%
42
APPApplovin Corp
40,200$10.7M0.35%
43
ARAntero Resources Corp
258,400$10.4M0.34%
44
PIImpinj Inc
108,475$9.8M0.32%
45
TSLATesla Inc
18,838$4.9M0.16%
46
RAREUltragenyx Pharmaceutical In
85,445$3.1M0.10%
47
AALAmerican Airl
133,728$1.4M0.05%
48
IVVDInvivyd Inc
571,425$346K0.01%
49
JOBYJoby Aviation Inc
31,489$190K0.01%