Duquesne Family Office LLC
Family OfficeTop Portfolio Positions
64 positions ·
$2,869,288,998 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NTRA |
Natera, Inc.
Healthcare
|
3,063,606 | $612,690,563 | 21.35% | |
| INSM |
INSMED Inc
Healthcare
|
1,154,090 | $188,716,796 | 6.58% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
495,280 | $167,379,876 | 5.83% | |
| YPF |
Ypf Sociedad Anonima
Energy
|
3,235,962 | $149,566,163 | 5.21% | |
| TBBB |
Bbb Foods Inc
Consumer Defensive
|
3,109,202 | $109,972,474 | 3.83% | |
| AA |
Alcoa Corp
Basic Materials
|
1,493,390 | $99,056,558 | 3.45% | |
| NAMS |
NewAmsterdam Pharma Co N.V.
Healthcare
|
3,070,146 | $98,275,373 | 3.43% | |
| SE |
Sea Ltd
Consumer Cyclical
|
1,099,905 | $91,083,133 | 3.17% | |
| STM |
STMicroelectronics N.V.
Technology
|
2,612,880 | $90,275,004 | 3.15% | |
| WWD |
Woodward, Inc.
Industrials
|
211,355 | $75,648,181 | 2.64% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ROKU
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,982,977 | 750,190 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $63,247,500 | 582,980 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $82,350,416 | 822,435 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $96,722,945 | 1,100,500 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $34,769,184 | 493,600 | Shares | Defined | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||