Duquesne Family Office 13F holdings and portfolio changes | OQRO
DF
Latest 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 14, 2026 . Quarter-end snapshot, not a live trade.
Disclosed 13F value
sum of reported positions
Changes vs prior quarter
48 new · 23 exited
Filings on record
Q2 2026, Q1 2026
Top holdings · Q2 2026 weights are within the disclosed 13F portfolio Company Shares Value Weight Natera Inc
3.19M $865M 16.6% Taiwan Semiconductor Manufac
590K $282M 5.4% Stmicroelectronics N V
3.1M $232M 4.5% Invesco Exchange Traded Fd T CALL
821K $175M 3.4% Insmed Inc
1.42M $152M 2.9% Ishares Inc CALL
4.23M $146M 2.8% Insmed Inc CALL
1.35M $144M 2.8% Ypf Sociedad Anonima
3.14M $143M 2.7% 542K $129M 2.5% Bbb Foods Inc
2.9M $121M 2.3% 336K $120M 2.3% Ishares Inc
3.44M $119M 2.3% 122K $118M 2.3% 2.2M $115M 2.2% 459K $109M 2.1% 795K $108M 2.1% Sea Ltd
1.1M $105M 2.0% 744K $105M 2.0% Newamsterdam Pharma Company
3.07M $104M 2.0% Ishares Tr CALL
330K $99.1M 1.9% 35K $79.4M 1.5% Revolution Medicines Inc
400K $74.8M 1.4% State Str Spdr S&P 500 Etf T CALL
90K $67.2M 1.3% Bitdeer Technologies Group
4.07M $64.7M 1.2% 554K $59.2M 1.1%
Changes vs prior quarter Increased Natera Inc
3.06M → 3.19M shares (+4%)
16.6% Increased Taiwan Semiconductor Manufac
495K → 590K shares (+19%)
5.4% Increased Stmicroelectronics N V
2.61M → 3.1M shares (+19%)
4.5% Increased Insmed Inc
1.15M → 1.42M shares (+23%)
2.9% New Insmed Inc · CALL
1.35M shares
2.8% Reduced Ypf Sociedad Anonima
3.24M → 3.14M shares (-3%)
Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology
2.7%
Increased Amazon (AMZN)
46K → 542K shares (+1083%)
2.5% Reduced Bbb Foods Inc
3.11M → 2.9M shares (-7%)
2.3% New Alphabet (GOOGL)
336K shares
2.3% Increased Seagate Technology (STX)
51K → 122K shares (+141%)
2.3% New Fox Corporation (Class A) (FOXA)
2.2M shares
2.2% Increased Amazon (AMZN) · CALL
200K → 459K shares (+130%)
2.1% Increased United Airlines Holdings (UAL)
262K → 795K shares (+203%)
2.1% New CDW Corporation (CDW)
744K shares
2.0% Increased Ishares Tr · CALL
79K → 330K shares (+318%)
1.9% Reduced Sandisk (SNDK)
38K → 35K shares (-9%)
1.5% Increased Revolution Medicines Inc
316K → 400K shares (+27%)
1.4% New Bitdeer Technologies Group
4.07M shares
1.2% Increased CRH plc (CRH)
378K → 554K shares (+47%)
1.1% New Delta Air Lines (DAL)
603K shares
1.1% New Tesla (TSLA) · CALL
126K shares
1.0% New D. R. Horton (DHI)
299K shares
0.9% New Palo Alto Networks (PANW)
117K shares
0.8% Increased Cleveland-Cliffs Inc New
2.31M → 4.22M shares (+82%)
0.8% New CDW Corporation (CDW) · CALL
250K shares
0.7% Reduced Global X Fds
387K → 329K shares (-15%)
0.6% Reduced Woodward Inc
211K → 67K shares (-68%)
0.6% New Meta (META) · CALL
50K shares
0.5% Increased Protagonist Therapeutics Inc
160K → 209K shares (+31%)
0.5% Reduced Roku Inc
750K → 184K shares (-76%)
0.5% New Cavco Inds Inc Del
40K shares
0.5% Increased Adma Biologics Inc
1.55M → 2.78M shares (+80%)
0.5% New Hyperliquid Strategies Inc
2.94M shares
0.4% New Rambus Inc Del
173K shares
0.4% New Rhythm Pharmaceuticals Inc
204K shares
0.4% New Champion Homes Inc
254K shares
0.4% Increased Daktronics Inc
563K → 1.12M shares (+100%)
0.4% Increased Purecycle Technologies Inc
963K → 2.68M shares (+178%)
0.4% Reduced Teva Pharmaceutical Inds Ltd
2.38M → 625K shares (-74%)
0.4% New Aeva Technologies Inc
720K shares
0.4% New Riot Platforms Inc
755K shares
0.4% New Lam Research (LRCX)
44K shares
0.4% New Definium Therapeutics Inc
357K shares
0.3% New Invesco Exchange Traded Fd T
74K shares
0.3% New 10X Genomics Inc
403K shares
0.3% Reduced Wabtec (WAB)
95K → 57K shares (-40%)
0.3% New Eli Lilly (LLY)
12K shares
0.3% New Rocket Cos Inc
652K shares
0.2% Reduced Arm Holdings Plc
107K → 28K shares (-74%)
0.2% New Carvana (CVNA)
151K shares
0.2% Reduced Alcoa Corp
1.49M → 186K shares (-88%)
0.2% New Thermo Fisher Scientific (TMO)
19K shares
0.2% New Danaher Corporation (DHR)
50K shares
0.2% New F5, Inc. (FFIV)
22K shares
0.2% New Skeena Res Ltd New
300K shares
0.1% New Monte Rosa Therapeutics Inc
298K shares
0.1% New Relay Therapeutics Inc
349K shares
0.1% New Ccc Intelligent Solutions Hl
1.17M shares
0.1% New Uwm Holdings Corporation
2.58M shares
0.1% New Navitas Semiconductor Corp
311K shares
0.1% New Ftai Aviation Ltd
20K shares
0.1% New Beam Therapeutics Inc
154K shares
0.1% New Aurora Innovation Inc
634K shares
0.1% New Grupo Financiero Galicia S.A
60K shares
0.1% Exited Cloudflare Inc
53K shares in Q1 2026
— Exited Coherent Corp. (COHR)
40K shares in Q1 2026
— Exited EchoStar (ECHO)
61K shares in Q1 2026
— Exited Figure Technology Solutio
1.15M shares in Q1 2026
— Exited Humana (HUM)
138K shares in Q1 2026
— Exited Intel (INTC)
411K shares in Q1 2026
— Exited Ishares S&P Gsci Commodity-
643K shares in Q1 2026
— Exited Jabil (JBL)
82K shares in Q1 2026
— Exited Lattice Semiconductor Corp
323K shares in Q1 2026
— Exited Lumentum (LITE)
6,963 shares in Q1 2026
— Exited LyondellBasell (LYB)
131K shares in Q1 2026
— Exited Mercadolibre Inc
2,766 shares in Q1 2026
— Exited Micron (MU)
23K shares in Q1 2026
— Exited Option Care Health Inc
1.87M shares in Q1 2026
— Exited Restaurant Brands Intl Inc
454K shares in Q1 2026
— Exited Stubhub Hldgs Inc
1.37M shares in Q1 2026
— Exited Twilio Inc
182K shares in Q1 2026
— Exited Twist Bioscience Corp
206K shares in Q1 2026
— Exited Westlake Corporation
21K shares in Q1 2026
— Exited Almonty Inds Inc
470K shares in Q1 2026
— Exited Bloom Energy (BE)
136K shares in Q1 2026
— Exited Broadcom (AVGO)
196K shares in Q1 2026
— Exited Celestica Inc
33K shares in Q1 2026
— 
