Free Alerts   Login

Duquesne Family Office 13F filings

Manager(s): Stanley Druckenmiller

Holdings as of 2025-09-30

Filed on 2025-11-14 under CIK 1536411

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Natera Inc
3,214,532 sh
3,100,032 sh
2707%
$517,443
$498,099
INSMED INC COM PAR $.01
2,423,435 sh
2,323,435 sh
2323%
$348,999
$338,935
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
16,593,935 sh
625,000 sh
4%
$335,197
$67,558
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
765,085 sh
 
$213,681
Woodward Inc
633,015 sh
-215,895 sh
-25%
$159,969
-$48,090
COUPANG INC Common Stock
4,633,124 sh
527,700 sh
13%
$149,187
$26,188
MERCADOLIBRE INC COM
58,344 sh
4,619 sh
9%
$136,346
-$4,071
DocuSign Inc.
1,685,950 sh
395,510 sh
31%
$121,540
$21,028
VERONA PHARMA PLC SPONSORED ADS
1,002,080 sh
 
$106,932
ISHARES TR MSCI EMG MKT ETF
1,900,000 sh
1,900,000 sh
NEW
$101,460
$101,460
Amazon.com Inc
437,070 sh
437,070 sh
NEW
$95,967
$95,967
Roku Inc
822,435 sh
-278,065 sh
-25%
$82,350
-$14,373
Figure Technology Solutio COM CL A
2,116,825 sh
2,116,825 sh
NEW
$76,989
$76,989
Restaurant Brands International Inc
1,131,365 sh
380,355 sh
51%
$72,566
$22,782
STUBHUB HLDGS INC CL A
4,259,516 sh
4,259,516 sh
NEW
$71,730
$71,730
Wabtec Corp.
302,410 sh
131,900 sh
77%
$60,624
$24,928
SPDR S&P 500 ETF TR TR UNIT

Call options for 90,000 sh
 
$59,956
Meta Platforms, Inc.
76,100 sh
76,100 sh
NEW
$55,886
$55,886
NEWAMSTERDAM PHARMA CO NV COMMON STOCK
1,923,700 sh
1,091,525 sh
131%
$54,710
$39,639
ISHARES TR RUSSELL 2000 ETF

Call options for 226,000 sh
-109,000 sh
-33%
$54,683
-$17,607
Carpenter Technology Corp
220,035 sh
93,400 sh
74%
$54,027
$19,028
Citigroup Inc
514,850 sh
-151,450 sh
-23%
$52,257
-$4,458
Twilio Inc
512,800 sh
312,325 sh
156%
$51,326
$26,395
BANK AMER CORP COM
989,250 sh
647,350 sh
189%
$51,035
$34,856
SEA LTD SPONSORED ADS
274,200 sh
-35,530 sh
-11%
$49,008
-$530
EQT Corp
894,950 sh
-357,750 sh
-29%
$48,712
-$24,345
GE VERNOVA LLC COM
77,320 sh
77,320 sh
NEW
$47,544
$47,544
CRH PLC ORD COMMON STOCK
393,820 sh
393,820 sh
NEW
$47,219
$47,219
Vistra Corp.
233,985 sh
233,985 sh
NEW
$45,842
$45,842
Unity Software Inc.
882,500 sh
-891,550 sh
-50%
$35,335
-$7,597
Lennar Corp
279,424 sh
189,524 sh
211%
$35,219
$25,275
DR Horton Inc.
205,150 sh
127,750 sh
165%
$34,767
$24,789
Cleveland-Cliffs Inc.
2,715,035 sh
2,715,035 sh
NEW
$33,123
$33,123
BBB Foods Inc common
1,183,125 sh
822,575 sh
228%
$31,897
$21,888
PureCycle Technologies Inc. COM
2,303,084 sh
 
$30,286
LIBERTY MEDIA CORP DEL COM LBTY ONE S C COM
288,400 sh
288,400 sh
NEW
$30,123
$30,123
Daktronics Inc
1,436,936 sh
-1,639,288 sh
-53%
$30,061
-$16,452
Dick's Sporting Goods Inc.
132,425 sh
132,425 sh
NEW
$29,427
$29,427
FLUTTER ENTERTAINMENT PLC COM
115,245 sh
-290,075 sh
-72%
$29,272
-$86,499
SPDR SERIES TRUST S&P BK ETF
482,095 sh
482,095 sh
NEW
$28,646
$28,646
Option Care Health Inc
977,685 sh
340,835 sh
54%
$27,141
$6,456
undefined
1,839,314 sh
1,839,314 sh
NEW
$26,670
$26,670
PG&E CORP COM
1,649,300 sh
1,649,300 sh
NEW
$24,871
$24,871
Alphabet Inc
102,200 sh
102,200 sh
NEW
$24,845
$24,845
ARM HOLDINGS PLC SPONSORED ADR
167,900 sh
167,900 sh
NEW
$23,756
$23,756
NU HOLDINGS CL A ORD COM
1,454,180 sh
-1,961,185 sh
-57%
$23,281
-$23,578
Semtech Corp
301,515 sh
301,515 sh
NEW
$21,543
$21,543
Seagate Technology Holdings plc
85,900 sh
-111,590 sh
-57%
$20,278
-$8,226
Genuine Parts Co.
144,185 sh
144,185 sh
NEW
$19,984
$19,984
ENLIVEN THERAPEUTICS INC COM
947,405 sh
484,405 sh
105%
$19,393
$10,105
Post Holdings Inc
176,400 sh
176,400 sh
NEW
$18,959
$18,959
SANDISK CORP Common
166,235 sh
166,235 sh
NEW
$18,652
$18,652
Synchrony Financial cs
261,825 sh
261,825 sh
NEW
$18,603
$18,603
GLOBAL X FDS GB MSCI AR ETF
254,045 sh
-13,655 sh
-5%
$17,722
-$4,960
Natera Inc

Call options for 100,000 sh
100,000 sh
NEW
$16,097
$16,097
Cogent Biosciences Inc. COM
1,059,580 sh
1,059,580 sh
NEW
$15,216
$15,216
PROTAGONIST THERAPEUTICS INC COM
159,700 sh
159,700 sh
NEW
$10,609
$10,609
Capital One Financial COM
43,920 sh
43,920 sh
NEW
$9,337
$9,337
Chipotle Mexican Grill Inc
233,205 sh
233,205 sh
NEW
$9,139
$9,139
Solaris Oilfield Infrastructure Inc
145,600 sh
145,600 sh
NEW
$5,820
$5,820
MongoDB Inc.
17,710 sh
17,710 sh
NEW
$5,497
$5,497
Texas Roadhouse Inc
29,800 sh
29,800 sh
NEW
$4,951
$4,951
EchoStar Corp.
60,765 sh
60,765 sh
NEW
$4,640
$4,640
YPF SOCIEDAD ANONIMA SPON ADR CL D
114,695 sh
-589,300 sh
-84%
$2,786
-$19,355
CHIME FINL INC COM SHS CL A
43,230 sh
-423,595 sh
-91%
$872
-$15,238
Philip Morris International Inc
0 sh
-815,975 sh
-100%
$0
-$148,614
Entegris Inc
0 sh
-1,645,885 sh
-100%
$0
-$132,741
Coherent Inc
0 sh
-1,157,840 sh
-100%
$0
-$103,291
Microsoft Corp
0 sh
-200,930 sh
-100%
$0
-$99,945
Eli Lilly
0 sh
-100,675 sh
-100%
$0
-$78,479
Warner Bros. Discovery, Inc.
0 sh
-6,537,160 sh
-100%
$0
-$74,916
SELECT SECTOR SPDR TR SBI INT-FINL
0 sh
-985,300 sh
-100%
$0
-$51,600
Caesars Entertainment Inc.
0 sh
-1,395,875 sh
-100%
$0
-$39,629
Delta Air Lines Inc
0 sh
-793,510 sh
-100%
$0
-$39,025
Corning Inc
0 sh
-623,145 sh
-100%
$0
-$32,771
Kinder Morgan Inc
0 sh
-1,071,665 sh
-100%
$0
-$31,507
AppLovin Corp.
0 sh
-89,458 sh
-100%
$0
-$31,317
United Airlines Holdings Inc.
0 sh
-377,120 sh
-100%
$0
-$30,030
Goldman Sachs Group Inc
0 sh
-42,000 sh
-100%
$0
-$29,726
BARCLAYS PLC ADR
0 sh
-1,549,950 sh
-100%
$0
-$28,814
Illumina Inc
0 sh
-300,615 sh
-100%
$0
-$28,682
Broadcom Inc
0 sh
-86,140 sh
-100%
$0
-$23,744
ISHARES INC MSCI BRAZIL ETF
0 sh
-738,800 sh
-100%
$0
-$21,314
Hasbro Inc
0 sh
-281,100 sh
-100%
$0
-$20,751
XPO Logistics Inc.
0 sh
-163,100 sh
-100%
$0
-$20,598
BANCO MACRO SA SPON ADR B
0 sh
-220,900 sh
-100%
$0
-$15,509
VIKING THERAPEUTICS INC COM
0 sh
-549,295 sh
-100%
$0
-$14,556
GRUPO FINANCIERO GALICIA S A SPONSORED ADR
0 sh
-231,481 sh
-100%
$0
-$11,664
BWX Technologies Inc
0 sh
-76,475 sh
-100%
$0
-$11,017
Builders FirstSource Inc.
0 sh
-85,065 sh
-100%
$0
-$9,926
Freeport-McMoRan Inc.
0 sh
-224,800 sh
-100%
$0
-$9,745
CCC Intelligent Solutions Holdings Inc.
0 sh
-1,007,944 sh
-100%
$0
-$9,485
ELBIT SYS LTD ORD
0 sh
-18,287 sh
-100%
$0
-$8,220
Thermo Fisher Scientific Inc
0 sh
-12,200 sh
-100%
$0
-$4,947
Danaher Corp
0 sh
-24,700 sh
-100%
$0
-$4,879
Chemours Co.
0 sh
-421,800 sh
-100%
$0
-$4,830
Joby Aviation Inc. Common Stock
0 sh
-31,489 sh
-100%
$0
-$332