Duquesne Family Office LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$3.7B

Holdings

74

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (74 positions)

#StockSharesValue% PortfolioType
1
NTRANatera Inc
3,566,850$564.6M15.17%
2
COHRCoherent Corp
2,820,930$267.2M7.18%
3
WWDWoodward Inc
1,225,750$204.0M5.48%
4
TEVATeva Pharmaceutical Inds Ltd
8,997,400$198.3M5.33%
5
CPNGCoupang Inc
8,902,649$195.7M5.26%
6
STXSeagate Technology Hldngs Pl
2,073,576$179.0M4.81%Call
7
4I1Philip Morris Intl Inc
1,352,255$162.7M4.37%
8
UALUnited Airls Hldgs Inc
1,269,805$123.3M3.31%Call
9
DALDelta Air Lines Inc Del
1,767,240$106.9M2.87%Call
10
MLB1Mercadolibre Inc
53,725$91.4M2.45%
11
SKAASkechers U S A Inc
1,074,840$72.3M1.94%
12
AMZNAmazon Com Inc
328,400$72.0M1.94%
13
YPFYpf Sociedad Anonima
1,687,716$71.7M1.93%
14
SLMSlm Corp
2,520,275$69.5M1.87%
15
KMIKinder Morgan Inc Del
2,225,300$61.0M1.64%
16
AALAmerican Airl
3,493,428$60.9M1.64%Call
17
USX1United States Stl Corp
1,610,040$54.7M1.47%
18
WABWabtec
280,060$53.1M1.43%
19
WBDWarner Bros Discovery Inc
4,657,650$49.2M1.32%
20
LLYEli Lilly & Co
62,190$48.0M1.29%
21
BMABanco Macro Sa
485,430$47.0M1.26%
22
ARGTGlobal X Fds
548,800$45.4M1.22%
23
DAKTDaktronics Inc
2,625,105$44.3M1.19%
24
BCSBarclays Plc
3,186,855$42.4M1.14%
25
VRNAVerona Pharma Plc
887,580$41.2M1.11%
26
IM8NInsmed Inc
593,470$41.0M1.10%
27
VSTVistra Corp
283,355$39.1M1.05%
28
ASNDAscendis Pharma A/S
265,040$36.5M0.98%
29
BNBrookfield Corp
610,225$35.1M0.94%
30
MUMicron Technology Inc
408,885$34.4M0.92%
31
LVLNSpdr Ser Tr
554,138$33.4M0.90%
32
BWXTBwx Technologies Inc
299,171$33.3M0.90%
33
GEVGe Vernova Inc
99,750$32.8M0.88%
34
SWTXSpringworks Therapeutics Inc
859,694$31.1M0.83%
35
NVTNvent Electric Plc
451,065$30.7M0.83%
36
FCXFreeport-Mcmoran Inc
758,905$28.9M0.78%
37
GGALGrupo Financiero Galicia S.A
448,663$28.0M0.75%
38
DFSEURDiscover Finl Svcs
146,970$25.5M0.68%
39
WDCWestern Digital Corp
417,160$24.9M0.67%
40
USBUs Bancorp Del
503,595$24.1M0.65%
41
ARMArm Holdings Plc
178,394$22.0M0.59%
42
TSMTaiwan Semiconductor Mfg Ltd
107,515$21.2M0.57%
43
GTMZoominfo Technologies Inc
1,761,926$18.5M0.50%
44
TECK/BTeck Resources Ltd
431,545$17.5M0.47%
45
PCTPurecycle Technologies Inc
1,592,500$16.3M0.44%
46
PANWPalo Alto Networks Inc
87,424$15.9M0.43%
47
TSLATesla Inc
37,675$15.2M0.41%
48
GOOGLAlphabet Inc
76,680$14.5M0.39%
49
FLEXFlex Ltd
348,900$13.4M0.36%
50
FT2First Horizon Corporation
619,700$12.5M0.34%
51
WFCWells Fargo Co New
157,100$11.0M0.30%
52
FCNCAFirst Ctzns Bancshares Inc N
5,183$11.0M0.29%
53
HBANHuntington Bancshares Inc
671,200$10.9M0.29%
54
LYVLive Nation Entertainment In
79,635$10.3M0.28%
55
TFCTruist Finl Corp
233,500$10.1M0.27%
56
ABCBAmeris Bancorp
154,000$9.6M0.26%
57
KEYKeycorp
527,000$9.0M0.24%
58
WULFTerawulf Inc
1,472,225$8.3M0.22%
59
NAMSNewamsterdam Pharma Company
287,535$7.4M0.20%
60
PCVXVaxcyte Inc
86,265$7.1M0.19%
61
CRNXCrinetics Pharmaceuticals In
122,700$6.3M0.17%
62
MIRMirion Technologies Inc
342,700$6.0M0.16%
63
SNRENSunrise Communications Ag Ads
133,152$5.7M0.15%
64
ACLXArcellx Inc
74,100$5.7M0.15%
65
TRVCCitigroup Inc
72,655$5.1M0.14%
66
NUNu Hldgs Ltd
467,255$4.8M0.13%
67
ELFE L F Beauty Inc
37,300$4.7M0.13%
68
FLUTFlutter Entmt Plc
18,100$4.7M0.13%
69
IQVIqvia Hldgs Inc
21,500$4.2M0.11%
70
RAREUltragenyx Pharmaceutical In
85,445$3.6M0.10%
71
PLTRPalantir Technologies Inc
41,710$3.2M0.08%
72
TLSITrisalus Life Sciences Inc
426,921$2.1M0.06%
73
JOBYJoby Aviation Inc
31,489$256K0.01%
74
IVVDInvivyd Inc
571,425$253K0.01%