Duquesne Family Office
SuperinvestorDuquesne Family Office LLC
- SEC CIK
- 0001536411
- Manager
- Stanley Druckenmiller
- Style
- Macro
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 42
- −7 vs. Q1 2022
- Portfolio value
- $1.37B
- −$814.0M (−37.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CPNGCoupang, Inc. | CL A | 19,434,307 | $247.8M | 18.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 740,785 | $190.3M | 13.8% | −279,520−27.4% | Reduced | History |
| CVXChevron Corp | Stock | 830,435 | $120.2M | 8.7% | −134,445−13.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 297,150 | $96.3M | 7.0% | +297,150 | New | History |
| FCXFreeport-McMoran Inc | Stock | 3,231,827 | $94.6M | 6.9% | −1,604,982−33.2% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 676,867 | $91.1M | 6.6% | −214,340−24.1% | Reduced | History |
| KBRKBR, Inc. | COM | 1,304,003 | $63.1M | 4.6% | +102,100+8.5% | Added | History |
| WSCWillScot Holdings Corp | COM CL A | 1,767,631 | $57.3M | 4.2% | −159,640−8.3% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 229,600 | $38.7M | 2.8% | +229,600 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 4,255,412 | $38.6M | 2.8% | +914,875+27.4% | Added | History |
| CTRACoterra Energy Inc. | Stock | 1,387,416 | $35.8M | 2.6% | −388,584−21.9% | Reduced | History |
| TECKTeck Resources Ltd | CL B | 1,061,170 | $32.4M | 2.4% | −1,358,955−56.2% | Reduced | History |
| ARAntero Resources Corp | COM | 1,018,535 | $31.2M | 2.3% | +526,735+107.1% | Added | History |
| MRNAModerna, Inc. | Stock | 207,680 | $29.7M | 2.2% | +207,680 | New | History |
| DDOGDatadog, Inc. | CL A COM | 298,040 | $28.4M | 2.1% | +298,040 | New | History |
| PANWPalo Alto Networks Inc | Stock | 51,400 | $25.4M | 1.8% | +51,400 | New | History |
| CVECenovus Energy Inc. | COM | 1,069,345 | $20.3M | 1.5% | −369,030−25.7% | Reduced | History |
| EIXEdison International | Stock | 287,600 | $18.2M | 1.3% | +287,600 | New | History |
| WLKWestlake Corp | COM | 145,520 | $14.3M | 1.0% | +145,520 | New | History |
| BKNGBooking Holdings Inc. | Stock | 7,748 | $13.6M | 1.0% | −7,030−47.6% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 82,500 | $11.5M | 0.8% | 00.0% | Unchanged | History |
| PXDPioneer Natural Resources Co | COM | 48,455 | $10.8M | 0.8% | −81,920−62.8% | Reduced | History |
| PSXPhillips 66 | Stock | 119,380 | $9.79M | 0.7% | +6,045+5.3% | Added | History |
| EQTEQT Corp | Stock | 259,055 | $8.91M | 0.6% | +259,055 | New | History |
| ABCLAbCellera Biologics Inc. | COM | 659,750 | $7.03M | 0.5% | 00.0% | Unchanged | History |
| IHSIHS Holding Ltd | ORD SHS | 771,096 | $6.44M | 0.5% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 149,800 | $4.71M | 0.3% | −811,922−84.4% | Reduced | History |
| IOTSamsara Inc. | Stock | 400,900 | $4.48M | 0.3% | +400,900 | New | History |
| OSCROscar Health, Inc. | CL A | 994,289 | $4.23M | 0.3% | 00.0% | Unchanged | History |
| SEDGSolaredge Technologies, Inc. | COM | 13,400 | $3.67M | 0.3% | −16,500−55.2% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 281,879 | $2.59M | 0.2% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 273,650 | $2.23M | 0.2% | 00.0% | Unchanged | History |
| DISHDISH Network CORP | CL A | 112,400 | $2.02M | 0.1% | 00.0% | Unchanged | History |
| RETAReata Pharmaceuticals Inc | CL A | 58,997 | $1.79M | 0.1% | 00.0% | Unchanged | History |
| CRBUCaribou Biosciences, Inc. | COM | 271,430 | $1.47M | 0.1% | 00.0% | Unchanged | History |
| COMPCompass, Inc. | CL A | 399,100 | $1.44M | 0.1% | 00.0% | Unchanged | History |
| PRCTPROCEPT BioRobotics Corp | COM | 39,266 | $1.28M | 0.1% | −1,088,775−96.5% | Reduced | History |
| OPENOpendoor Technologies Inc. | COM | 233,000 | $1.10M | 0.1% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 74,400 | $1.05M | 0.1% | 00.0% | Unchanged | History |
| GLBEGlobal-E Online Ltd. | SHS | 20,180 | $407.0K | <0.1% | −555,450−96.5% | Reduced | History |
| FTHFaeth Therapeutics, Inc. | COM | 100,000 | $227.0K | <0.1% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 140,100 | $101.0K | <0.1% | 00.0% | Unchanged | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| LVSLas Vegas Sands Corp | COM | – | $7.73M |
Sold out since Q1 2022 (16)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 60,997 | $198.8M | 9.1% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 168,726 | $31.1M | 1.4% | History |
| OPCHOption Care Health, Inc. | COM NEW | 863,148 | $24.7M | 1.1% | History |
| ZENZendesk, Inc. | COM | 167,660 | $20.2M | 0.9% | History |
| NYTNew York Times Co | CL A | 409,325 | $18.8M | 0.9% | History |
| PLANAnaplan, Inc. | COM | 211,315 | $13.7M | 0.6% | History |
| EXPEExpedia Group, Inc. | Stock | 56,565 | $11.1M | 0.5% | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 63,945 | $10.4M | 0.5% | History |
| NFLXNetflix Inc | Stock | 26,240 | $9.83M | 0.4% | History |
| MOSMosaic Co | COM | 143,825 | $9.56M | 0.4% | History |
| SNAPSnap Inc | Stock | 235,440 | $8.47M | 0.4% | History |
| SESea Ltd | SPONSORD ADS | 48,396 | $5.80M | 0.3% | History |
| iShares Inc464286400 | MSCI BRAZIL ETF | 144,565 | $5.47M | 0.2% | – |
| RUNSunrun Inc. | COM | 178,450 | $5.42M | 0.2% | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 120,950 | $5.10M | 0.2% | History |
| FLEXFlex Ltd. | Stock | 240,666 | $4.46M | 0.2% | History |