0001536411-25-000011.txt : 20250815 0001536411-25-000011.hdr.sgml : 20250815 20250815171713 ACCESSION NUMBER: 0001536411-25-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250815 DATE AS OF CHANGE: 20250815 EFFECTIVENESS DATE: 20250815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Duquesne Family Office LLC CENTRAL INDEX KEY: 0001536411 ORGANIZATION NAME: EIN: 273934850 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14660 FILM NUMBER: 251225654 BUSINESS ADDRESS: STREET 1: 40 WEST 57TH STREET, 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 830-6500 MAIL ADDRESS: STREET 1: 40 WEST 57TH STREET, 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001536411 XXXXXXXX 06-30-2025 06-30-2025 false Duquesne Family Office LLC

40 West 57th Street, 25th Floor New York NY 10019

13F HOLDINGS REPORT 028-14660 N Sue Meng 212-830-6500 /s/ Sue Meng New York NY 08-14-2025 0 69 4071254 INFORMATION TABLE 2 form13f_20250630.xml Applovin Corp COM CL A 03831W108 31317 89458SH DFND 89458 0 0 Banco Macro Sa SPON ADR B 05961W105 15509 220900SH DFND 220900 0 0 Bank America Corp COM 060505104 16179 341900SH DFND 341900 0 0 Barclays Plc ADR 06738E204 28814 1549950SH DFND 1549950 0 0 Bbb Foods Inc CL A COM G0896C103 10009 360550SH DFND 360550 0 0 Broadcom Inc COM 11135F101 23744 86140SH DFND 86140 0 0 Builders Firstsource Inc COM 12008R107 9926 85065SH DFND 85065 0 0 Bwx Technologies Inc COM 05605H100 11017 76475SH DFND 76475 0 0 Caesars Entertainment Inc Ne COM 12769G100 39629 1395875SH DFND 1395875 0 0 Carpenter Technology Corp COM 144285103 34999 126635SH DFND 126635 0 0 Ccc Intelligent Solutions Hl COM 12510Q100 9485 1007944SH DFND 1007944 0 0 Chemours Co COM 163851108 4830 421800SH DFND 421800 0 0 Chime Finl Inc COM SHS CL A 16935C109 16110 466825SH DFND 466825 0 0 Citigroup Inc COM NEW 172967424 56715 666300SH DFND 666300 0 0 Coherent Corp COM 19247G107 103291 1157840SH DFND 1157840 0 0 Corning Inc COM 219350105 32771 623145SH DFND 623145 0 0 Coupang Inc CL A 22266T109 122999 4105424SH DFND 4105424 0 0 D R Horton Inc COM 23331A109 9978 77400SH DFND 77400 0 0 Daktronics Inc COM 234264109 46513 3076224SH DFND 3076224 0 0 Danaher Corporation COM 235851102 4879 24700SH DFND 24700 0 0 Delta Air Lines Inc Del COM NEW 247361702 39025 793510SH DFND 793510 0 0 Docusign Inc COM 256163106 100512 1290440SH DFND 1290440 0 0 Elbit Sys Ltd ORD M3760D101 8220 18287SH DFND 18287 0 0 Eli Lilly & Co COM 532457108 78479 100675SH DFND 100675 0 0 Enliven Therapeutics Inc COM 29337E102 9288 463000SH DFND 463000 0 0 Entegris Inc COM 29362U104 132741 1645885SH DFND 1645885 0 0 Eqt Corp COM 26884L109 73057 1252700SH DFND 1252700 0 0 Flutter Entmt Plc SHS G3643J108 115771 405320SH DFND 405320 0 0 Freeport-Mcmoran Inc CL B 35671D857 9745 224800SH DFND 224800 0 0 Global X Fds GB MSCI AR ETF 37950E259 22682 267700SH DFND 267700 0 0 Goldman Sachs Group Inc COM 38141G104 29726 42000SH DFND 42000 0 0 Grupo Financiero Galicia S.A SPONSORED ADR 399909100 11664 231481SH DFND 231481 0 0 Hasbro Inc COM 418056107 20751 281100SH DFND 281100 0 0 Illumina Inc COM 452327109 28682 300615SH DFND 300615 0 0 Insmed Inc COM PAR $.01 457669307 226786 2253435SH DFND 2253435 0 0 Insmed Inc COM PAR $.01 457669307 10064 100000SH Call DFND 100000 0 0 Ishares Inc MSCI BRAZIL ETF 464286400 21314 738800SH DFND 738800 0 0 Ishares Tr RUSSELL 2000 ETF 464287655 72290 335000SH Call DFND 335000 0 0 Joby Aviation Inc COMMON STOCK G65163100 332 31489SH DFND 31489 0 0 Kinder Morgan Inc Del COM 49456B101 31507 1071665SH DFND 1071665 0 0 Lennar Corp CL A 526057104 9944 89900SH DFND 89900 0 0 Mercadolibre Inc COM 58733R102 140417 53725SH DFND 53725 0 0 Microsoft Corp COM 594918104 99945 200930SH DFND 200930 0 0 Natera Inc COM 632307104 521212 3085190SH DFND 3085190 0 0 Natera Inc COM 632307104 19344 114500SH Call DFND 114500 0 0 Newamsterdam Pharma Company ORDINARY SHARES N62509109 15071 832175SH DFND 832175 0 0 Nu Hldgs Ltd ORD SHS CL A G6683N103 46859 3415365SH DFND 3415365 0 0 Option Care Health Inc COM NEW 68404L201 20685 636850SH DFND 636850 0 0 Philip Morris Intl Inc COM 718172109 148614 815975SH DFND 815975 0 0 Purecycle Technologies Inc COM 74623V103 31552 2303084SH DFND 2303084 0 0 Restaurant Brands Intl Inc COM 76131D103 49784 751010SH DFND 751010 0 0 Roku Inc COM CL A 77543R102 96723 1100500SH DFND 1100500 0 0 Sea Ltd SPONSORD ADS 81141R100 49538 309730SH DFND 309730 0 0 Seagate Technology Hldngs Pl ORD SHS G7997R103 28504 197490SH DFND 197490 0 0 Select Sector Spdr Tr FINANCIAL 81369Y605 51600 985300SH DFND 985300 0 0 Spdr S&P 500 Etf Tr TR UNIT 78462F103 55607 90000SH Call DFND 90000 0 0 Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100 173284 765085SH DFND 765085 0 0 Teva Pharmaceutical Inds Ltd SPONSORED ADS 881624209 267639 15968935SH DFND 15968935 0 0 Thermo Fisher Scientific Inc COM 883556102 4947 12200SH DFND 12200 0 0 Twilio Inc CL A 90138F102 24931 200475SH DFND 200475 0 0 United Airls Hldgs Inc COM 910047109 30030 377120SH DFND 377120 0 0 Unity Software Inc COM 91332U101 42932 1774050SH DFND 1774050 0 0 Verona Pharma Plc SPONSORED ADS 925050106 94777 1002080SH DFND 1002080 0 0 Viking Therapeutics Inc COM 92686J106 14556 549295SH DFND 549295 0 0 Wabtec COM 929740108 35696 170510SH DFND 170510 0 0 Warner Bros Discovery Inc COM SER A 934423104 74916 6537160SH DFND 6537160 0 0 Woodward Inc COM 980745103 208059 848910SH DFND 848910 0 0 Xpo Inc COM 983793100 20598 163100SH DFND 163100 0 0 Ypf Sociedad Anonima SPON ADR CL D 984245100 22141 703995SH DFND 703995 0 0