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TheDesperateTrader
Smart Money · 13F Portfolio

Duquesne Family Office

TheDesperateTrader.com· latest reported equity holdings
Portfolio value
$3M
Positions
62
New this quarter
28
Reported
May 15

Duquesne Family Office’s latest 13F equity portfolio, straight from its SEC filing on May 15, 2026. Positions are ranked by size; the ones Duquesne Family Office opened or added to this quarter are flagged. This is what a 13F shows: reported long U.S. equity positions as of the quarter-end. It is not the full picture and it is not advice.

  1. 1$NTRANatera Inc$613K22.3% of book
  2. 2$INSMInsmed Inc$189K6.9% of book
  3. 3$TSMTaiwan Semiconductor Manufac$167K6.1% of book
  4. 4$YPFAdded +433%Ypf Sociedad Anonima$150K5.4% of book
  5. 5$TBBBBbb Foods Inc$110K4.0% of book
  6. 6$AAAlcoa Corp$99K3.6% of book
  7. 7$NAMSNewamsterdam Pharma Company$98K3.6% of book
  8. 8$SESea Ltd$91K3.3% of book
  9. 9$STMAdded +238%Stmicroelectronics N V$90K3.3% of book
  10. 10$WWDTrimmedWoodward Inc$76K2.8% of book
  11. 11$TEVATrimmedTeva Pharmaceutical Inds Ltd$72K2.6% of book
  12. 12$ROKUAdded +29%Roku Inc$71K2.6% of book
  13. 13$AVGONewBroadcom Inc$61K2.2% of book
  14. 14$CPNGTrimmedCoupang Inc$50K1.8% of book
  15. 15$OPCHOption Care Health Inc$50K1.8% of book
  16. 16Crh PlcCrh Plc$40K1.4% of book
  17. 17$FIGRTrimmedFigure Technology Solutio$39K1.4% of book
  18. 18$CAINewCaris Life Sciences Inc$34K1.2% of book
  19. 19$QSRTrimmedRestaurant Brands Intl Inc$34K1.2% of book
  20. 20$RVMDNewRevolution Medicines Inc$31K1.1% of book
  21. 21$LSCCTrimmedLattice Semiconductor Corp$30K1.1% of book
  22. 22$SNDKNewSandisk Corp$24K0.9% of book
  23. 23United Airls Hldgs IncUnited Airls Hldgs Inc$24K0.9% of book
  24. 24$HUMNewHumana Inc$24K0.9% of book
  25. 25WabtecTrimmedWabtec$24K0.9% of book
  26. 26$TWLONewTwilio Inc$23K0.8% of book
  27. 27$JBLNewJabil Inc$22K0.8% of book
  28. 28$SCCOSouthern Copper Corp$21K0.8% of book
  29. 29$LINNewLinde Plc$20K0.7% of book
  30. 30$STXNewSeagate Technology Hldngs Pl$20K0.7% of book
  31. 31Cleveland-Cliffs Inc NewAdded +33%Cleveland-Cliffs Inc New$20K0.7% of book
  32. 32$NUVBNewNuvation Bio Inc$19K0.7% of book
  33. 33$BETrimmedBloom Energy Corp$18K0.7% of book
  34. 34$INTCNewIntel Corp$18K0.7% of book
  35. 35$BLTENewBelite Bio Inc Sponsored$17K0.6% of book
  36. 36$PTGXProtagonist Therapeutics Inc$17K0.6% of book
  37. 37$UAdded +80%Unity Software Inc$16K0.6% of book
  38. 38Arm Holdings PlcNewArm Holdings Plc$16K0.6% of book
  39. 39$OLMANewOlema Pharmaceuticals Inc$15K0.5% of book
  40. 40$QNewQnity Electronics Inc$14K0.5% of book
  41. 41$ADMAAdded +513%Adma Biologics Inc$14K0.5% of book
  42. 42$XENENewXenon Pharmaceuticals Inc$14K0.5% of book
  43. 43$JBSNewJbs N.V.$12K0.4% of book
  44. 44$DAKTTrimmedDaktronics Inc$11K0.4% of book
  45. 45$NETNewCloudflare Inc$11K0.4% of book
  46. 46$LYBNewLyondellbasell Industries Nv$11K0.4% of book
  47. 47$VISTNewVista Energy S.A.B. De C.V.$10K0.4% of book
  48. 48$TWSTNewTwist Bioscience Corp$10K0.4% of book
  49. 49$COHRNewCoherent Corp$10K0.4% of book
  50. 50$AMZNTrimmedAmazon Com Inc$10K0.3% of book
  51. 51$CLSNewCelestica Inc$9K0.3% of book
  52. 52$STUBTrimmedStubhub Hldgs Inc$9K0.3% of book
  53. 53$DBVTNewDbv Technologies S A Sponsored$8K0.3% of book
  54. 54$MUNewMicron Technology Inc$8K0.3% of book
  55. 55$ECHOEchostar Corp$7K0.3% of book
  56. 56Almonty Inds IncAlmonty Inds Inc$7K0.2% of book
  57. 57$PCTTrimmedPurecycle Technologies Inc$5K0.2% of book
  58. 58$LITENewLumentum Hldgs Inc$5K0.2% of book
  59. 59$MELITrimmedMercadolibre Inc$5K0.2% of book
  60. 60$SOLSNewSolstice Advanced Matls Inc$5K0.2% of book

Updated Jul 15, 8:30 PM. Sourced from SEC EDGAR 13F filings. Showing the top 60 positions by value.

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