13F HOLDINGS REPORT
Duquesne Family Office LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001536411-23-000008
Total Value
$2.8M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corporation | NVDA | 874,656 | $380,467 | 13.65% |
| 2 | Coupang Inc | CPNG | 20,903,865 | $355,366 | 12.75% |
| 3 | Microsoft Corp | MSFT | 1,017,260 | $321,200 | 11.53% |
| 4 | Eli Lilly & Co | LLY | 454,115 | $243,919 | 8.75% |
| 5 | Teck Resources Ltd | TCKRF | 4,105,677 | $176,932 | 6.35% |
| 6 | Lamb Weston Hldgs Inc | LW | 1,826,090 | $168,840 | 6.06% |
| 7 | Alphabet Inc | GOOG | 838,375 | $109,710 | 3.94% |
| 8 | T-Mobile Us Inc | TMUSZ | 756,675 | $105,972 | 3.80% |
| 9 | News Corp New | NWSLL | 4,772,025 | $95,727 | 3.43% |
| 10 | General Electric Co | 369604301 | 736,095 | $81,375 | 2.92% |
| 11 | Vertiv Holdings Co | VRT | 1,886,250 | $70,169 | 2.52% |
| 12 | Vistra Corp | VST | 1,988,561 | $65,980 | 2.37% |
| 13 | Chevron Corp New | CVX | 384,595 | $64,850 | 2.33% |
| 14 | Seagate Technology Hldngs Pl | SE | 915,043 | $60,347 | 2.17% |
| 15 | Builders Firstsource Inc | BLDR | 460,755 | $57,359 | 2.06% |
| 16 | Ubs Group Ag | UBS | 2,183,445 | $54,056 | 1.94% |
| 17 | Broadcom Inc | AVGO | 51,956 | $43,154 | 1.55% |
| 18 | Natera Inc | NTRA | 893,030 | $39,517 | 1.42% |
| 19 | Option Care Health Inc | OPCH | 1,205,350 | $38,993 | 1.40% |
| 20 | Cameco Corp | CCJ | 869,740 | $34,476 | 1.24% |
| 21 | Kbr Inc | KBR | 505,658 | $29,803 | 1.07% |
| 22 | Alibaba Group Hldg Ltd | BBAAY | 307,500 | $26,673 | 0.96% |
| 23 | News Corp New | NWSLL | 975,600 | $20,361 | 0.73% |
| 24 | Veeva Sys Inc | VEEV | 95,700 | $19,470 | 0.70% |
| 25 | Danaher Corporation | 235851102 | 76,040 | $18,866 | 0.68% |
| 26 | Amazon Com Inc | AMZN | 136,690 | $17,376 | 0.62% |
| 27 | Transocean Ltd | RIG | 1,844,175 | $15,141 | 0.54% |
| 28 | Western Digital Corp. | WDC | 230,000 | $10,495 | 0.38% |
| 29 | Jacobs Solutions Inc | J | 74,415 | $10,158 | 0.36% |
| 30 | Sphere Entertainment Co | SPHR | 270,270 | $10,043 | 0.36% |
| 31 | Canadian Pacific Kansas City | CP | 119,100 | $8,862 | 0.32% |
| 32 | Recursion Pharmaceuticals In | RXRX | 906,767 | $6,937 | 0.25% |
| 33 | Tko Group Holdings Inc | TKO | 61,465 | $5,167 | 0.19% |
| 34 | Constellation Energy Corp | CEG | 38,656 | $4,217 | 0.15% |
| 35 | Opendoor Technologies Inc | OPENZ | 1,538,085 | $4,061 | 0.15% |
| 36 | Ihs Holding Limited | IHS | 770,310 | $3,420 | 0.12% |
| 37 | Abcellera Biologics Inc | ABCL | 659,750 | $3,035 | 0.11% |
| 38 | Louisiana Pac Corp | LPX | 54,432 | $3,008 | 0.11% |
| 39 | Compass Inc | COMP | 399,100 | $1,157 | 0.04% |
| 40 | Joby Aviation Inc | JOBY-WT | 22,492 | $145 | 0.01% |
| 41 | Sensei Biotherapeutics Inc | SNSE | 100,000 | $80 | 0.00% |