Titelia

Holdings of Duquesne Family Office LLC

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Net assets
-
Positions
52 in 9 countries
Top ten
66.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Natera Inc 3,063,606612.7K $
2Insmed Inc 1,154,090188.7K $
3Taiwan Semiconductor Manufacturing Co Ltd 495,280167.4K $
4YPF SA 3,235,962149.6K $
5iShares MSCI Brazil ETF 3,436,170131.9K $
6Alcoa Corp 1,493,39099.1K $
7Sea Ltd 1,099,90591.1K $
8STMicroelectronics NV 2,612,88090.3K $
9Woodward Inc 211,35575.6K $
10Teva Pharmaceutical Industries Ltd 2,377,28571.6K $
11Roku Inc 750,19071K $
12Broadcom Inc 195,95560.7K $
13Coupang Inc 2,667,48550.4K $
14Option Care Health Inc 1,868,55050.3K $
15Figure Technology Solutions Inc 1,150,41539.1K $
16Global X MSCI Argent 387,40036.2K $
17Caris Life Sciences Inc 1,894,45033.9K $
18Revolution Medicines Inc 315,86030.7K $
19Lattice Semiconductor Corp 323,13530K $
20Sandisk Corp/DE 38,15524.2K $
21United Airlines Holdings Inc 262,49524.2K $
22Humana Inc 137,50523.8K $
23Westinghouse Air Brake Technologies Corp 94,89523.7K $
24Twilio Inc 181,76022.9K $
25Jabil Inc 82,20021.8K $
26Southern Copper Corp 121,84321K $
27Cleveland-Cliffs Inc 2,313,45519.5K $
28Nuvation Bio Inc 4,539,80019.5K $
29Bloom Energy Corp 136,32018.5K $
30Intel Corp 411,40018.2K $
31Belite Bio Inc 106,10016.9K $
32Protagonist Therapeutics Inc 159,70016.8K $
33Unity Software Inc 738,78516.2K $
34ARM Holdings PLC 106,70016.1K $
35Olema Pharmaceuticals Inc 986,82714.7K $
36Qnity Electronics Inc 125,65514.5K $
37ADMA Biologics Inc 1,545,61013.9K $
38Daktronics Inc 562,63711K $
39Cloudflare Inc 52,53510.8K $
40Vista Energy SAB de CV 134,70010.2K $
41Twist Bioscience Corp 206,0009.8K $
42Coherent Corp 40,4009.6K $
43Amazon.com Inc 45,8009.5K $
44STUBHUB HOLDINGS INC 1,367,1778.5K $
45DBV Technologies SA 383,3638K $
46Micron Technology Inc 23,4007.9K $
47EchoStar Corp 60,7657.1K $
48PureCycle Technologies Inc 963,1895K $
49Lumentum Holdings Inc 6,9634.9K $
50MercadoLibre Inc 2,7664.8K $
51Solstice Advanced Materials Inc 62,5254.8K $
52Westlake Corp 21,1942.5K $

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Sector breakdown

  • Health care 32.5 %
  • Technology 14.5 %
  • Industrials 5.6 %
  • Consumer discretionary 4.1 %
  • Communication 0.3 %
  • Unattributed 43.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 79.1 %
  • Taiwan 6.6 %
  • Argentina 5.9 %
  • Netherlands 3.6 %
  • Israel 2.8 %
  • Cayman Islands 0.7 %
  • United Kingdom 0.6 %
  • Mexico 0.4 %
  • France 0.3 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States442M $79.14 %
2Taiwan1167.4K $6.59 %
3Argentina1149.6K $5.89 %
4Netherlands190.3K $3.55 %
5Israel171.6K $2.82 %
6Cayman Islands116.9K $0.67 %
7United Kingdom116.1K $0.64 %
8Mexico110.2K $0.40 %
9France18K $0.32 %
Cite this page

Titelia. "Holdings of Duquesne Family Office LLC". https://titelia.com/en/funds/US13F1536411