Duquesne Family Office as of June 30, 2023
Portfolio Holdings for Duquesne Family Office
Duquesne Family Office holds 53 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.0 | $402M | 950k | 423.02 | |
| Coupang Cl A (CPNG) | 12.7 | $364M | 21M | 17.40 | |
| Microsoft Corporation (MSFT) | 9.8 | $282M | 829k | 340.54 | |
| Eli Lilly & Co. (LLY) | 8.8 | $252M | 536k | 468.98 | |
| Lamb Weston Hldgs (LW) | 8.3 | $238M | 2.1M | 114.95 | |
| Metropcs Communications (TMUS) | 5.7 | $164M | 1.2M | 138.90 | |
| Teck Resources CL B (TECK) | 5.0 | $144M | 3.4M | 42.10 | |
| Option Care Health Com New (OPCH) | 5.0 | $143M | 4.4M | 32.49 | |
| News Corp Cl A (NWSA) | 3.1 | $88M | 4.5M | 19.50 | |
| General Electric Com New (GE) | 2.8 | $81M | 736k | 109.85 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.7 | $49M | 486k | 100.92 | |
| Iqvia Holdings (IQV) | 1.6 | $45M | 199k | 224.77 | |
| Natera (NTRA) | 1.5 | $44M | 893k | 48.66 | |
| Builders FirstSource (BLDR) | 1.5 | $42M | 310k | 136.00 | |
| Ptc (PTC) | 1.4 | $39M | 273k | 142.30 | |
| Chevron Corporation (CVX) | 1.2 | $35M | 224k | 157.35 | |
| KBR (KBR) | 1.1 | $33M | 506k | 65.06 | |
| Oracle Corporation (ORCL) | 1.1 | $32M | 271k | 119.09 | |
| Vertiv Holdings Com Cl A (VRT) | 1.1 | $31M | 1.2M | 24.77 | |
| Amazon (AMZN) | 1.0 | $29M | 218k | 130.36 | |
| Cameco Corporation (CCJ) | 0.9 | $27M | 870k | 31.33 | |
| Tempur-Pedic International (TPX) | 0.7 | $21M | 525k | 40.07 | |
| WESCO International (WCC) | 0.7 | $21M | 117k | 179.06 | |
| Skechers U S A Cl A (SKX) | 0.7 | $20M | 371k | 52.66 | |
| Marvell Technology (MRVL) | 0.7 | $19M | 314k | 59.78 | |
| Cadence Design Systems (CDNS) | 0.6 | $18M | 75k | 234.52 | |
| Doordash Cl A (DASH) | 0.6 | $16M | 207k | 76.42 | |
| Meta Platforms Cl A (META) | 0.5 | $16M | 55k | 286.98 | |
| Ubs Group SHS (UBS) | 0.5 | $15M | 760k | 20.24 | |
| Arista Networks (ANET) | 0.5 | $15M | 94k | 162.06 | |
| News Corp CL B (NWS) | 0.5 | $14M | 731k | 19.72 | |
| Micron Technology (MU) | 0.5 | $14M | 222k | 63.11 | |
| Warby Parker Cl A Com (WRBY) | 0.4 | $12M | 1.1M | 11.69 | |
| Charter Communications Inc N Cl A (CHTR) | 0.4 | $11M | 30k | 367.36 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.4 | $11M | 594k | 18.14 | |
| World Wrestling Entmt Cl A | 0.4 | $11M | 98k | 108.47 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.4 | $10M | 1.4M | 7.47 | |
| Illumina (ILMN) | 0.4 | $10M | 55k | 187.48 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $10M | 124k | 80.79 | |
| Opendoor Technologies (OPEN) | 0.2 | $6.2M | 1.5M | 4.02 | |
| Ihs Holding Ord Shs (IHS) | 0.2 | $6.0M | 770k | 7.82 | |
| H.B. Fuller Company (FUL) | 0.2 | $5.4M | 76k | 71.51 | |
| Carlisle Companies (CSL) | 0.2 | $5.3M | 21k | 256.54 | |
| RPM International (RPM) | 0.2 | $5.3M | 59k | 89.73 | |
| Jacobs Engineering Group (J) | 0.2 | $5.2M | 43k | 118.89 | |
| First Solar (FSLR) | 0.2 | $4.7M | 25k | 190.09 | |
| Abcellera Biologics (ABCL) | 0.1 | $4.3M | 660k | 6.46 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.1 | $3.2M | 282k | 11.21 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $1.8M | 74k | 23.95 | |
| Compass Cl A (COMP) | 0.0 | $1.4M | 399k | 3.50 | |
| Grove Collaborative Hold Com Cl A (GROV) | 0.0 | $348k | 197k | 1.77 | |
| Joby Aviation Common Stock (JOBY) | 0.0 | $115k | 11k | 10.23 | |
| Sensei Biotherapeutics (SNSE) | 0.0 | $114k | 100k | 1.14 |
