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Portfolio (Quarterly) Guide ↗

Duquesne Family Office LLC

· CIK 0001536411
13F Portfolio $5.2B AUM 95 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 48 New 17 Added 10 Reduced 23 Exited
Page 5 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 Skeena Res Ltd New 300,200.0 $8.0M 0.15% NEW $26.66
82 Jbs N.V. 655,900.0 $7.8M 0.15% $11.85
83 GLUE Monte Rosa Therapeutics Inc Healthcare 297,600.0 $7.2M 0.14% NEW $24.20 -40.3%
84 RLAY Relay Therapeutics Inc Healthcare 349,000.0 $6.5M 0.12% NEW $18.71 +7.3%
85 Dbv Technologies S A Sponsored 383,363.0 $6.3M 0.12% $16.40
86 CCC Ccc Intelligent Solutions Hl Technology 1,170,900.0 $6.0M 0.12% NEW $5.16 +43.5%
87 UWMC Uwm Holdings Corporation Financial Services 2,583,000.0 $5.9M 0.11% NEW $2.29 -38.9%
88 NVTS Navitas Semiconductor Corp Technology 311,100.0 $5.6M 0.11% NEW $17.92 -29.1%
89 SOLS Solstice Advanced Matls Inc Basic Materials 62,525.0 $5.5M 0.11% $88.60 -37.8%
90 Ftai Aviation Ltd 20,200.0 $5.5M 0.10% NEW $270.54
91 BEAM Beam Therapeutics Inc Healthcare 153,600.0 $5.3M 0.10% NEW $34.32 -13.7%
92 AUR Aurora Innovation Inc Technology 633,700.0 $4.3M 0.08% NEW $6.82 -13.6%
93 IREN Iren Limited Financial Services 87,100.0 $4.0M 0.08% NEW $45.73 -9.4%
94 GGAL Grupo Financiero Galicia S.A Financial Services 59,500.0 $3.0M 0.06% NEW $50.03 -14.2%
95 WVE Wave Life Sciences Ltd Healthcare 173,000.0 $1.0M 0.02% $5.81 -9.3%
Page 5 of 5  ·  95 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 36.3%
Technology 29.5%
Consumer Cyclical 10.7%
Communication Services 7.4%
Industrials 7.4%
Energy 4.0%
Basic Materials 3.2%
Financial Services 1.1%
Real Estate 0.5%