Duquesne家族办公室有限责任公司 — 13F-HR表格,截至2016-06-30的持仓

2016 · filing · 原文约 444 词
译文与英文原文逐段对齐可在本页展开英文,也可打开发布者原址核对上下文。
打开来源正文

美国证券交易委员会 13F-HR 表格——封面与签署页

申报类型:13F-HR

提交状态:正式提交(LIVE)

申报人 CIK:0001536411

申报人 CCC 码:XXXXXXXX(已屏蔽)

报告期:2016 年 6 月 30 日

封面

报告日历年度或季度:2016 年 6 月 30 日

是否为修订件:否

申报管理人:Duquesne Family Office LLC

地址:40 West 57th Street, 24th Floor,纽约州纽约市,邮编 10019

报告类型:13F 持仓报告

13F 表格文件编号:028-14660

是否需按第 5 项说明提供信息:否

签署

姓名:Gerald Kerner

职务:总法律顾问

电话:212-830-6500

签名:/s/ Gerald Kerner

签署地:纽约州纽约市

签署日期:2016 年 8 月 15 日

汇总页

其他一并申报的管理人数量:0

表内条目总数:31

表内价值合计:870,673(千美元)

<?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xsi:schemaLocation="http://www.sec.gov/edgar/thirteenffiler eis_13F_Filer.xsd" xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:ns1="http://www.sec.gov/edgar/common" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <!--Header Data--> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <filer> <credentials> <cik>0001536411</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>06-30-2016</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>06-30-2016</reportCalendarOrQuarter> <isAmendment>false</isAmendment> <filingManager> <name>Duquesne Family Office LLC</name> <address> <ns1:street1>40 West 57th Street, 24th Floor</ns1:street1> <ns1:city>New York</ns1:city> <ns1:stateOrCountry>NY</ns1:stateOrCountry> <ns1:zipCode>10019</ns1:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-14660</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <!--Signature Block--> <signatureBlock> <name>Gerald Kerner</name> <title>General Counsel</title> <phone>212-830-6500</phone> <signature>/s/ Gerald Kerner</signature> <city>New York</city> <stateOrCountry>NY</stateOrCountry> <signatureDate>08-15-2016</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>31</tableEntryTotal> <tableValueTotal>870673</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>

发行人名称证券类别CUSIP市值(千美元)持股数量数量类型投资裁量权独有投票权共享投票权无投票权
Abbott LabsCOM00282410015150385400SHDFND38540000
AbbVie Inc.COM00287Y109820261324920SHDFND132492000
Agilent Tech's Inc.COM00846U1019773220300SHDFND22030000
Agnico Eagle Mines LtdCOM00847410823267434900SHDFND43490000
Agrium Inc.COM00891610819938220500SHDFND22050000
Alcoa Inc.COM013817101314323390700SHDFND339070000
Amazon.com Inc.COM0231351062533335400SHDFND3540000
Barrick Gold CorpCOM067901108391261832600SHDFND183260000
CF Ind's Hldgs Inc.COM12526910022432930800SHDFND93080000
Ctrip.com Int'l Ltd.AM DEP SHS22943F10016851409000SHDFND40900000
Deere & CoCOM24419910529215360500SHDFND36050000
Eastman Chem CoCOM2774321008902131100SHDFND13110000
Facebook Inc.CL A30303M102106554932394SHDFND93239400
Freeport-McMoRan IncCL B35671D857386643470700SHDFND347070000
General Dynamics CorpCOM36955010814606104900SHDFND10490000
HDFC Bank Ltd.ADR REPS 3 SHS40415F10115393232000SHDFND23200000
Halliburton CoCOM406216101986242177600SHDFND217760000
IShrs MSCI Emg'g Mkt IdxMSCI EMG MKT ETF464287234719292093400SHDFND209340000
Mead Johnson Nut'n CoCOM58283910610010110300SHDFND11030000
Nucor CorpCOM6703461059931201000SHDFND20100000
NVIDIA Corp.COM67066G10415043320000SHDFND32000000
Post Hldgs Inc.COM73744610424079291200SHDFND29120000
Potash Corp of Sask Inc.COM73755L107193581192000SHDFND119200000
Pure Storage Inc.CL A74624M102216321984600SHDFND198460000
Raytheon CoCOM7551115071048277100SHDFND7710000
Rockwell Automation Inc.COM77390310914938130100SHDFND13010000
Salesforce.com Inc.COM79466L30215008189000SHDFND18900000
WhiteWave Foods CoCOM96624410517086364000SHDFND36400000
Williams Co's Inc.COM9694571006022278400SHDFND27840000
Zoetis Inc.CL A98978V10322681477900SHDFND47790000
Ingersoll-Rand PlcSHSG4779110115188238500SHDFND23850000

<?xml version="1.0" encoding="UTF-8"?> <informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <infoTable><nameOfIssuer>Abbott Labs</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>002824100</cusip> <value>15150</value> <shrsOrPrnAmt><sshPrnamt>385400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>385400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>AbbVie Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00287Y109</cusip> <value>82026</value> <shrsOrPrnAmt><sshPrnamt>1324920</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1324920</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Agilent Tech&apos;s Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00846U101</cusip> <value>9773</value> <shrsOrPrnAmt><sshPrnamt>220300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>220300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Agnico Eagle Mines Ltd</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>008474108</cusip> <value>23267</value> <shrsOrPrnAmt><sshPrnamt>434900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>434900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Agrium Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>008916108</cusip> <value>19938</value> <shrsOrPrnAmt><sshPrnamt>220500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>220500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alcoa Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>013817101</cusip> <value>31432</value> <shrsOrPrnAmt><sshPrnamt>3390700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3390700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Amazon.com Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>25333</value> <shrsOrPrnAmt><sshPrnamt>35400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>35400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Barrick Gold Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>067901108</cusip> <value>39126</value> <shrsOrPrnAmt><sshPrnamt>1832600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1832600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>CF Ind&apos;s Hldgs Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>125269100</cusip> <value>22432</value> <shrsOrPrnAmt><sshPrnamt>930800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>930800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ctrip.com Int&apos;l Ltd.</nameOfIssuer> <titleOfClass>AM DEP SHS</titleOfClass> <cusip>22943F100</cusip> <value>16851</value> <shrsOrPrnAmt><sshPrnamt>409000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>409000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Deere &amp; Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>244199105</cusip> <value>29215</value> <shrsOrPrnAmt><sshPrnamt>360500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>360500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Eastman Chem Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>277432100</cusip> <value>8902</value> <shrsOrPrnAmt><sshPrnamt>131100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>131100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Facebook Inc.</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>30303M102</cusip> <value>106554</value> <shrsOrPrnAmt><sshPrnamt>932394</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>932394</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Freeport-McMoRan Inc</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>35671D857</cusip> <value>38664</value> <shrsOrPrnAmt><sshPrnamt>3470700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3470700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>General Dynamics Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>369550108</cusip> <value>14606</value> <shrsOrPrnAmt><sshPrnamt>104900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>104900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>HDFC Bank Ltd.</nameOfIssuer> <titleOfClass>ADR REPS 3 SHS</titleOfClass> <cusip>40415F101</cusip> <value>15393</value> <shrsOrPrnAmt><sshPrnamt>232000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>232000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Halliburton Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>406216101</cusip> <value>98624</value> <shrsOrPrnAmt><sshPrnamt>2177600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2177600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>IShrs MSCI Emg&apos;g Mkt Idx</nameOfIssuer> <titleOfClass>MSCI EMG MKT ETF</titleOfClass> <cusip>464287234</cusip> <value>71929</value> <shrsOrPrnAmt><sshPrnamt>2093400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2093400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mead Johnson Nut&apos;n Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>582839106</cusip> <value>10010</value> <shrsOrPrnAmt><sshPrnamt>110300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>110300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nucor Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>670346105</cusip> <value>9931</value> <shrsOrPrnAmt><sshPrnamt>201000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>201000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>NVIDIA Corp.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67066G104</cusip> <value>15043</value> <shrsOrPrnAmt><sshPrnamt>320000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>320000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Post Hldgs Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>737446104</cusip> <value>24079</value> <shrsOrPrnAmt><sshPrnamt>291200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>291200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Potash Corp of Sask Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>73755L107</cusip> <value>19358</value> <shrsOrPrnAmt><sshPrnamt>1192000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1192000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Pure Storage Inc.</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>74624M102</cusip> <value>21632</value> <shrsOrPrnAmt><sshPrnamt>1984600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1984600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Raytheon Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>755111507</cusip> <value>10482</value> <shrsOrPrnAmt><sshPrnamt>77100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>77100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Rockwell Automation Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>773903109</cusip> <value>14938</value> <shrsOrPrnAmt><sshPrnamt>130100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>130100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Salesforce.com Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>79466L302</cusip> <value>15008</value> <shrsOrPrnAmt><sshPrnamt>189000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>189000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>WhiteWave Foods Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>966244105</cusip> <value>17086</value> <shrsOrPrnAmt><sshPrnamt>364000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>364000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Williams Co&apos;s Inc.</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>969457100</cusip> <value>6022</value> <shrsOrPrnAmt><sshPrnamt>278400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>278400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Zoetis Inc.</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98978V103</cusip> <value>22681</value> <shrsOrPrnAmt><sshPrnamt>477900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>477900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ingersoll-Rand Plc</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G47791101</cusip> <value>15188</value> <shrsOrPrnAmt><sshPrnamt>238500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>238500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>