13F-HR 1 q2_2012-13f.txt Q2 2012 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2012 ---------------- Check here if Amendment [_]; Amendment Number: N/A ------- This Amendment ( Check only one): [_] is a restatement. [_] adds new holdings entries Institutional Investment Manager Filing this Report: Name: Duquesne Family Office LLC ---------------------------------------------- Address: 40 West 57th Street, 24th Floor ---------------------------------------------- New York, NY 10019 ---------------------------------------------- Form 13F File Number: 028-14660 ---------------------------------------------- The institutional investment manager filing this report and the person by whom it is signed herby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that is understood that all required items, statements, schedules, list, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Gerald Kerner ----------------------------------------------- Title: General Counsel ----------------------------------------------- Phone: 212-830-6500 ----------------------------------------------- Signature, Place, and Date of Signing: /s/ Gerald Kerner New York, NY 08/14/12 ---------------------- ------------------- ---------- [Signature] [City, State] [Date] Report Type [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------- Form 13F Information Table Entry Total: 34 -------------- Form 13F Information Table Value Total: $ 2,135,806 (thousands) -------------- List of Other Included Managers: NONE Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Voting Authority Title Value Shrs Or Sh/ Put/ Invstmt Other ------------------- Name of Issuer of Class Cusip (x$1000) Prn Amt Prn Call Dscretn Mngrs Sole Shared None ---------------------------- -------------- ---------- ---------- ---------- --- --- -------- -------- ---------- ------ ----- AT&T Inc. COM 00206R102 28,029 786,000 SH DEFINED 786,000 Abbott Laboratories COM 002824100 42,905 665,500 SH DEFINED 665,500 Altria Group Inc. COM 02209S103 118,880 3,440,800 SH DEFINED 3,440,800 Amgen Inc. COM 031162100 32,241 442,200 SH DEFINED 442,200 AvalonBay Cmntys Inc. COM 053484101 9,592 67,800 SH DEFINED 67,800 Biogen Idec Inc. COM 09062X103 29,121 201,700 SH DEFINED 201,700 Cheniere Energy Inc. COM 16411R208 39,269 2,664,122 SH DEFINED 2,664,122 Chipotle Mexican Grill Inc. COM 169656105 100,991 265,800 SH DEFINED 265,800 Cummins Inc. COM 231021106 25,313 261,200 SH DEFINED 261,200 D.R. Horton Inc. COM 23331A109 86,239 4,692,000 SH DEFINED 4,692,000 Delta Air Lines Inc. COM 247361702 14,607 1,334,000 SH DEFINED 1,334,000 DISH Network Corp. CL A 25470M109 18,186 637,000 SH DEFINED 637,000 Elan Corp ADR 284131208 73,042 5,006,300 SH DEFINED 5,006,300 Gilead Sciences Inc. COM 375558103 24,266 473,200 SH DEFINED 473,200 Hillshire Brands Co. COM 432589109 5,798 200,000 SH DEFINED 200,000 Incyte Corp COM 45337C102 37,841 1,667,000 SH DEFINED 1,667,000 Kraft Foods Inc. CL A 50075N104 50,785 1,315,000 SH DEFINED 1,315,000 Lennar Corp CL A 526057104 103,208 3,339,000 SH DEFINED 3,339,000 Eli Lilly & Co COM 532457108 51,363 1,197,000 SH DEFINED 1,197,000 Mead Johnson Nutrition Co COM 582839106 20,611 256,000 SH DEFINED 256,000 Merck & Co. COM 58933Y105 56,279 1,348,000 SH DEFINED 1,348,000 Pfizer Inc. COM 717081103 53,820 2,340,000 SH DEFINED 2,340,000 PulteGroup Inc. COM 745867101 10,550 986,000 SH DEFINED 986,000 SPDR Gold Trust GOLD SHS 78463V907 822,507 5,300,000 SH CALL DEFINED 5,300,000 Salix Pharms Ltd. COM 795435106 16,005 294,000 SH DEFINED 294,000 Southwest Airlines Co. COM 844741108 16,191 1,756,100 SH DEFINED 1,756,100 Standard Pacific Corp. COM 85375C101 6,190 1,000,000 SH DEFINED 1,000,000 Toll Brothers Inc. COM 889478103 25,746 866,000 SH DEFINED 866,000 US Airways Group Inc. COM 90341W108 49,288 3,697,500 SH DEFINED 3,697,500 Verizon Comms Inc. COM 92343V104 28,264 636,000 SH DEFINED 636,000 Vertex Pharms Inc COM 92532F100 25,028 447,571 SH DEFINED 447,571 Wells Fargo & Co COM 949746101 48,822 1,460,000 SH DEFINED 1,460,000 Yum! Brands Inc. COM 988498101 60,078 932,600 SH DEFINED 932,600 Zillow, Inc. CL A 98954A107 4,751 123,000 SH DEFINED 123,000 Grand Total 2,135,806