投投资大师文库
斯坦利·德鲁肯米勒资料库/年报与申报

Duquesne家族办公室有限责任公司 — 13F-HR表格，截至2017-12-31的持仓

2017 · filing · 原文约 443 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：2017 年 12 月 31 日

封面

报告日历年度或季度：2017 年 12 月 31 日

是否为修订件：否

申报管理人：Duquesne Family Office LLC

地址：40 West 57th Street, 25th 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：2018 年 2 月 14 日

汇总页

其他一并申报的管理人数量：0

表内条目总数：30

表内价值合计：1,983,816（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>12-31-2017</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>12-31-2017</reportCalendarOrQuarter> <isAmendment>false</isAmendment> <filingManager> <name>Duquesne Family Office LLC</name> <address> <ns1:street1>40 West 57th Street, 25th 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>02-14-2018</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>30</tableEntryTotal> <tableValueTotal>1983816</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>

发行人名称证券类别CUSIP价值（千美元）持股数量数量类型投资决定权单独投票权共享投票权无投票权
Ac Immune Sa普通股H00263105305752388700股独立决定权238870000
Alphabet IncA 类普通股02079K305271092257350股独立决定权25735000
Amazon Com Inc普通股023135106196474168003股独立决定权16800300
Andeavor普通股03349M10520776181700股独立决定权18170000
Apache Corp普通股03741110538125903000股独立决定权90300000
Bank Amer Corp普通股060505104507011717500股独立决定权171750000
Biogen Inc普通股09062X10334852109400股独立决定权10940000
Cabot Oil & Gas Corp普通股127097103297501040200股独立决定权104020000
Concho Res Inc普通股20605P10131005206400股独立决定权20640000
Ctrip Com Intl Ltd美国存托凭证22943F10032144728900股独立决定权72890000
Devon Energy Corp New普通股25179M103418061009800股独立决定权100980000
Encana Corp普通股29250510411283846400股独立决定权84640000
Eog Res Inc普通股26875P10156620524700股独立决定权52470000
Facebook IncA 类普通股30303M1021909651082200股独立决定权108220000
Hdfc Bank Ltd美国存托凭证（每份代表 3 股）40415F10113034128200股独立决定权12820000
Jd Com Inc发起人美国存托凭证 A 类47215P106454871098200股独立决定权109820000
Loma Negra Corp发起人美国存托凭证54150E1043456150000股独立决定权15000000
Marathon Oil Corp普通股565849106207731227000股独立决定权122700000
Marathon Pete Corp普通股56585A10221186321100股独立决定权32110000
Microsoft Corp普通股5949181042761063227800股独立决定权322780000
Nektar Therapeutics普通股6402681081095261834000股独立决定权183400000
Paypal Hldgs Inc普通股70450Y10334241465100股独立决定权46510000
Salesforce Com Inc普通股79466L3021752531714300股独立决定权171430000
Stamps Com Inc新普通股85285720031584168000股独立决定权16800000
Time Warner Inc新普通股88731730325438278100股独立决定权27810000
United States Stl Corp New普通股91290910824957709200股独立决定权70920000
Vale S A美国存托凭证91912E105203831666600股独立决定权166660000
Wells Fargo Co New普通股94974610151570850000股独立决定权85000000
Workday IncA 类普通股98138H10184699832500股独立决定权83250000
Yandex N VA 类普通股N972841089956304000股独立决定权30400000

<?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>Ac Immune Sa</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>H00263105</cusip> <value>30575</value> <shrsOrPrnAmt><sshPrnamt>2388700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2388700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alphabet Inc</nameOfIssuer> <titleOfClass>CAP STK CL A</titleOfClass> <cusip>02079K305</cusip> <value>271092</value> <shrsOrPrnAmt><sshPrnamt>257350</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>257350</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Amazon Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>196474</value> <shrsOrPrnAmt><sshPrnamt>168003</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>168003</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Andeavor</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>03349M105</cusip> <value>20776</value> <shrsOrPrnAmt><sshPrnamt>181700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>181700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Apache Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>037411105</cusip> <value>38125</value> <shrsOrPrnAmt><sshPrnamt>903000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>903000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Bank Amer Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>060505104</cusip> <value>50701</value> <shrsOrPrnAmt><sshPrnamt>1717500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1717500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Biogen Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>09062X103</cusip> <value>34852</value> <shrsOrPrnAmt><sshPrnamt>109400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>109400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cabot Oil &amp; Gas Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>127097103</cusip> <value>29750</value> <shrsOrPrnAmt><sshPrnamt>1040200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1040200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Concho Res Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>20605P101</cusip> <value>31005</value> <shrsOrPrnAmt><sshPrnamt>206400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>206400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ctrip Com Intl Ltd</nameOfIssuer> <titleOfClass>AMERICAN DEP SHS</titleOfClass> <cusip>22943F100</cusip> <value>32144</value> <shrsOrPrnAmt><sshPrnamt>728900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>728900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Devon Energy Corp New</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>25179M103</cusip> <value>41806</value> <shrsOrPrnAmt><sshPrnamt>1009800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1009800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Encana Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>292505104</cusip> <value>11283</value> <shrsOrPrnAmt><sshPrnamt>846400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>846400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Eog Res Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>26875P101</cusip> <value>56620</value> <shrsOrPrnAmt><sshPrnamt>524700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>524700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Facebook Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>30303M102</cusip> <value>190965</value> <shrsOrPrnAmt><sshPrnamt>1082200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1082200</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>13034</value> <shrsOrPrnAmt><sshPrnamt>128200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>128200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Jd Com Inc</nameOfIssuer> <titleOfClass>SPON ADR CL A</titleOfClass> <cusip>47215P106</cusip> <value>45487</value> <shrsOrPrnAmt><sshPrnamt>1098200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1098200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Loma Negra Corp</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>54150E104</cusip> <value>3456</value> <shrsOrPrnAmt><sshPrnamt>150000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>150000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Marathon Oil Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>565849106</cusip> <value>20773</value> <shrsOrPrnAmt><sshPrnamt>1227000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1227000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Marathon Pete Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>56585A102</cusip> <value>21186</value> <shrsOrPrnAmt><sshPrnamt>321100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>321100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>276106</value> <shrsOrPrnAmt><sshPrnamt>3227800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3227800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nektar Therapeutics</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>640268108</cusip> <value>109526</value> <shrsOrPrnAmt><sshPrnamt>1834000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1834000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Paypal Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>70450Y103</cusip> <value>34241</value> <shrsOrPrnAmt><sshPrnamt>465100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>465100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Salesforce Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>79466L302</cusip> <value>175253</value> <shrsOrPrnAmt><sshPrnamt>1714300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1714300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Stamps Com Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>852857200</cusip> <value>31584</value> <shrsOrPrnAmt><sshPrnamt>168000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>168000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Time Warner Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>887317303</cusip> <value>25438</value> <shrsOrPrnAmt><sshPrnamt>278100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>278100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>United States Stl Corp New</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>912909108</cusip> <value>24957</value> <shrsOrPrnAmt><sshPrnamt>709200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>709200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vale S A</nameOfIssuer> <titleOfClass>ADR</titleOfClass> <cusip>91912E105</cusip> <value>20383</value> <shrsOrPrnAmt><sshPrnamt>1666600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1666600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Wells Fargo Co New</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>949746101</cusip> <value>51570</value> <shrsOrPrnAmt><sshPrnamt>850000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>850000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Workday Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98138H101</cusip> <value>84699</value> <shrsOrPrnAmt><sshPrnamt>832500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>832500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Yandex N V</nameOfIssuer> <titleOfClass>SHS CLASS A</titleOfClass> <cusip>N97284108</cusip> <value>9956</value> <shrsOrPrnAmt><sshPrnamt>304000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>304000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>