Duquesne家族办公室有限责任公司 — 13F-HR表格，截至2020-09-30的持仓
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：2020 年 9 月 30 日
封面
报告日历年度或季度：2020 年 9 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, 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：2020 年 11 月 16 日
汇总页
其他一并申报的管理人数量：0
表内条目总数：61
表内价值合计：3,444,773（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>09-30-2020</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>09-30-2020</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>11-16-2020</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>61</tableEntryTotal> <tableValueTotal>3444773</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>
| 发行人名称 | 证券类别 | CUSIP 码 | 价值（千美元） | 持有数量 | 数量单位 | 投资决定权 | 唯一投票权 | 共享投票权 | 无投票权 |
|---|---|---|---|---|---|---|---|---|---|
| 阿里巴巴集团控股有限公司 | 存托凭证（ADS） | 01609W102 | 160441 | 545755 | SH | DFND | 545755 | 0 | 0 |
| Alnylam Pharmaceuticals Inc | 普通股 | 02043Q107 | 53642 | 368419 | SH | DFND | 368419 | 0 | 0 |
| Alphabet Inc | A 类普通股 | 02079K305 | 60355 | 41181 | SH | DFND | 41181 | 0 | 0 |
| Amazon Com Inc | 普通股 | 023135106 | 273048 | 86717 | SH | DFND | 86717 | 0 | 0 |
| Analog Devices Inc | 普通股 | 032654105 | 14886 | 127511 | SH | DFND | 127511 | 0 | 0 |
| Arco Platform Ltd Com | A 类普通股 | G04553106 | 3458 | 84675 | SH | DFND | 84675 | 0 | 0 |
| 巴里克黄金公司 | 普通股 | 067901108 | 136422 | 4853153 | SH | DFND | 4853153 | 0 | 0 |
| 百济神州有限公司 | 存托凭证（ADR） | 07725L102 | 8887 | 31025 | SH | DFND | 31025 | 0 | 0 |
| Biomarin Pharmaceutical Inc | 普通股 | 09061G101 | 14661 | 192700 | SH | DFND | 192700 | 0 | 0 |
| Booking Holdings Inc | 普通股 | 09857L108 | 29578 | 17290 | SH | DFND | 17290 | 0 | 0 |
| Carnival Corp | 单位 99/99/9999 | 143658300 | 30398 | 2002500 | SH | DFND | 2002500 | 0 | 0 |
| Carnival Corp | 单位 99/99/9999 | 143658300 | 27599 | 1818100 | SH | DFND | 1818100 | 0 | 0 |
| Carvana Co | A 类普通股 | 146869102 | 20503 | 91916 | SH | DFND | 91916 | 0 | 0 |
| Cloudflare Inc | A 类普通股 | 18915M107 | 10533 | 256535 | SH | DFND | 256535 | 0 | 0 |
| D R Horton Inc | 普通股 | 23331A109 | 3515 | 46470 | SH | DFND | 46470 | 0 | 0 |
| Dish Network Corporation | A 类普通股 | 25470M109 | 11399 | 392679 | SH | DFND | 392679 | 0 | 0 |
| 华特迪士尼公司 | 普通股 迪士尼 | 254687106 | 17781 | 143300 | SH | DFND | 143300 | 0 | 0 |
| 华特迪士尼公司 | 普通股 迪士尼 | 254687106 | 3710 | 29900 | SH | DFND | 29900 | 0 | 0 |
| Expedia Group Inc | 新普通股 | 30212P303 | 29000 | 316278 | SH | DFND | 316278 | 0 | 0 |
| Facebook Inc | A 类普通股 | 30303M102 | 54448 | 207895 | SH | DFND | 207895 | 0 | 0 |
| Fastly Inc | A 类普通股 | 31188V100 | 16904 | 180442 | SH | DFND | 180442 | 0 | 0 |
| 富达国民信息服务公司 | 普通股 | 31620M106 | 46791 | 317851 | SH | DFND | 317851 | 0 | 0 |
| Flex Ltd | 普通股 | Y2573F102 | 7923 | 711240 | SH | DFND | 711240 | 0 | 0 |
| Freeport-Mcmoran Inc | B 类普通股 | 35671D857 | 98820 | 6318400 | SH | DFND | 6318400 | 0 | 0 |
| 通用电气公司 | 普通股 | 369604103 | 27261 | 4375778 | SH | DFND | 4375778 | 0 | 0 |
| 通用电气公司 | 普通股 | 369604103 | 2621 | 420700 | SH | DFND | 420700 | 0 | 0 |
| Iqvia Hldgs Inc | 普通股 | 46266C105 | 11304 | 71710 | SH | DFND | 71710 | 0 | 0 |
| 京东集团股份有限公司 | A 类存托凭证（ADR） | 47215P106 | 118118 | 1521943 | SH | DFND | 1521943 | 0 | 0 |
| 摩根大通 | 普通股 | 46625H100 | 9450 | 98165 | SH | DFND | 98165 | 0 | 0 |
| 拉斯维加斯金沙集团 | 普通股 | 517834107 | 3635 | 77901 | SH | DFND | 77901 | 0 | 0 |
| Lennar Corp | A 类普通股 | 526057104 | 15100 | 184872 | SH | DFND | 184872 | 0 | 0 |
| Live Nation Entertainment In | 普通股 | 538034109 | 26380 | 489607 | SH | DFND | 489607 | 0 | 0 |
| Mercadolibre Inc | 普通股 | 58733R102 | 76987 | 71121 | SH | DFND | 71121 | 0 | 0 |
| 微软公司 | 普通股 | 594918104 | 556455 | 2645630 | SH | DFND | 2645630 | 0 | 0 |
| Netflix Inc | 普通股 | 64110L106 | 139194 | 278372 | SH | DFND | 278372 | 0 | 0 |
| Nextera Energy Inc | 普通股 | 65339F101 | 59921 | 215884 | SH | DFND | 215884 | 0 | 0 |
| Nuance Communications Inc | 普通股 | 67020Y100 | 96634 | 2911525 | SH | DFND | 2911525 | 0 | 0 |
| Palo Alto Networks Inc | 普通股 | 697435105 | 20143 | 82300 | SH | DFND | 82300 | 0 | 0 |
| Paypal Hldgs Inc | 普通股 | 70450Y103 | 27847 | 141333 | SH | DFND | 141333 | 0 | 0 |
| Penn Natl Gaming Inc | 普通股 | 707569109 | 137585 | 1892501 | SH | DFND | 1892501 | 0 | 0 |
| Qualcomm Inc | 普通股 | 747525103 | 9717 | 82569 | SH | DFND | 82569 | 0 | 0 |
| Reata Pharmaceuticals Inc | A 类普通股 | 75615P103 | 52987 | 543901 | SH | DFND | 543901 | 0 | 0 |
| Regeneron Pharmaceuticals | 普通股 | 75886F107 | 19918 | 35582 | SH | DFND | 35582 | 0 | 0 |
| Sea Ltd | 存托凭证（ADS） | 81141R100 | 151126 | 981083 | SH | DFND | 981083 | 0 | 0 |
| Select Sector Spdr Tr | SBI INT-INDS | 81369Y704 | 50037 | 650000 | SH | DFND | 650000 | 0 | 0 |
| Smartsheet Inc | A 类普通股 | 83200N103 | 52902 | 1070448 | SH | DFND | 1070448 | 0 | 0 |
| 索尼公司 | 存托凭证（ADR） | 835699307 | 12843 | 167335 | SH | DFND | 167335 | 0 | 0 |
| 星巴克公司 | 普通股 | 855244109 | 125624 | 1462100 | SH | DFND | 1462100 | 0 | 0 |
| Synchrony Financial | 普通股 | 87165B103 | 23125 | 883630 | SH | DFND | 883630 | 0 | 0 |
| 好未来教育集团 | 存托凭证（ADS） | 874080104 | 23747 | 312300 | SH | DFND | 312300 | 0 | 0 |
| Teck Resources Ltd | B 类普通股 | 878742204 | 9204 | 661200 | SH | DFND | 661200 | 0 | 0 |
| T-Mobile Us Inc | 普通股 | 872590104 | 228048 | 1994124 | SH | DFND | 1994124 | 0 | 0 |
| Uber Technologies Inc | 普通股 | 90353T100 | 9902 | 271444 | SH | DFND | 271444 | 0 | 0 |
| Us Bancorp Del | 新普通股 | 902973304 | 13031 | 363500 | SH | DFND | 363500 | 0 | 0 |
| Vaneck Vectors Etf Tr | GOLD MINERS ETF | 92189F106 | 70834 | 1808825 | SH | DFND | 1808825 | 0 | 0 |
| Vapotherm Inc | 普通股 | 922107107 | 2252 | 77660 | SH | DFND | 77660 | 0 | 0 |
| 威瑞森通信公司 | 普通股 | 92343V104 | 33757 | 567443 | SH | DFND | 567443 | 0 | 0 |
| Wendys Co | 普通股 | 95058W100 | 26086 | 1170047 | SH | DFND | 1170047 | 0 | 0 |
| Workday Inc | A 类普通股 | 98138H101 | 50791 | 236095 | SH | DFND | 236095 | 0 | 0 |
| Yum Brands Inc | 普通股 | 988498101 | 13798 | 151124 | SH | DFND | 151124 | 0 | 0 |
| 再鼎医药有限公司 | 存托凭证（ADR） | 98887Q104 | 1711 | 20570 | SH | DFND | 20570 | 0 | 0 |
<?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>Alibaba Group Hldg Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>01609W102</cusip> <value>160441</value> <shrsOrPrnAmt><sshPrnamt>545755</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>545755</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alnylam Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>02043Q107</cusip> <value>53642</value> <shrsOrPrnAmt><sshPrnamt>368419</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>368419</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alphabet Inc</nameOfIssuer> <titleOfClass>CAP STK CL A</titleOfClass> <cusip>02079K305</cusip> <value>60355</value> <shrsOrPrnAmt><sshPrnamt>41181</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>41181</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Amazon Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>273048</value> <shrsOrPrnAmt><sshPrnamt>86717</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>86717</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Analog Devices Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>032654105</cusip> <value>14886</value> <shrsOrPrnAmt><sshPrnamt>127511</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>127511</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Arco Platform Ltd Com</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>G04553106</cusip> <value>3458</value> <shrsOrPrnAmt><sshPrnamt>84675</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>84675</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Barrick Gold Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>067901108</cusip> <value>136422</value> <shrsOrPrnAmt><sshPrnamt>4853153</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>4853153</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Beigene Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADR</titleOfClass> <cusip>07725L102</cusip> <value>8887</value> <shrsOrPrnAmt><sshPrnamt>31025</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>31025</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Biomarin Pharmaceutical Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>09061G101</cusip> <value>14661</value> <shrsOrPrnAmt><sshPrnamt>192700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>192700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Booking Holdings Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>09857L108</cusip> <value>29578</value> <shrsOrPrnAmt><sshPrnamt>17290</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>17290</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Carnival Corp</nameOfIssuer> <titleOfClass>UNIT 99/99/9999</titleOfClass> <cusip>143658300</cusip> <value>30398</value> <shrsOrPrnAmt><sshPrnamt>2002500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2002500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Carnival Corp</nameOfIssuer> <titleOfClass>UNIT 99/99/9999</titleOfClass> <cusip>143658300</cusip> <value>27599</value> <shrsOrPrnAmt><sshPrnamt>1818100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1818100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Carvana Co</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>146869102</cusip> <value>20503</value> <shrsOrPrnAmt><sshPrnamt>91916</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>91916</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cloudflare Inc</nameOfIssuer> <titleOfClass>CL A COM</titleOfClass> <cusip>18915M107</cusip> <value>10533</value> <shrsOrPrnAmt><sshPrnamt>256535</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>256535</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>D R Horton Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>23331A109</cusip> <value>3515</value> <shrsOrPrnAmt><sshPrnamt>46470</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>46470</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Dish Network Corporation</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>25470M109</cusip> <value>11399</value> <shrsOrPrnAmt><sshPrnamt>392679</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>392679</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Disney Walt Co</nameOfIssuer> <titleOfClass>COM DISNEY</titleOfClass> <cusip>254687106</cusip> <value>17781</value> <shrsOrPrnAmt><sshPrnamt>143300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>143300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Disney Walt Co</nameOfIssuer> <titleOfClass>COM DISNEY</titleOfClass> <cusip>254687106</cusip> <value>3710</value> <shrsOrPrnAmt><sshPrnamt>29900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>29900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Expedia Group Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>30212P303</cusip> <value>29000</value> <shrsOrPrnAmt><sshPrnamt>316278</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>316278</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Facebook Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>30303M102</cusip> <value>54448</value> <shrsOrPrnAmt><sshPrnamt>207895</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>207895</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fastly Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>31188V100</cusip> <value>16904</value> <shrsOrPrnAmt><sshPrnamt>180442</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>180442</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fidelity Natl Information Sv</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>31620M106</cusip> <value>46791</value> <shrsOrPrnAmt><sshPrnamt>317851</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>317851</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Flex Ltd</nameOfIssuer> <titleOfClass>ORD</titleOfClass> <cusip>Y2573F102</cusip> <value>7923</value> <shrsOrPrnAmt><sshPrnamt>711240</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>711240</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Freeport-Mcmoran Inc</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>35671D857</cusip> <value>98820</value> <shrsOrPrnAmt><sshPrnamt>6318400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>6318400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>General Electric Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>369604103</cusip> <value>27261</value> <shrsOrPrnAmt><sshPrnamt>4375778</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>4375778</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>General Electric Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>369604103</cusip> <value>2621</value> <shrsOrPrnAmt><sshPrnamt>420700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>420700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Iqvia Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>46266C105</cusip> <value>11304</value> <shrsOrPrnAmt><sshPrnamt>71710</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>71710</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>118118</value> <shrsOrPrnAmt><sshPrnamt>1521943</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1521943</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Jpmorgan Chase & Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>46625H100</cusip> <value>9450</value> <shrsOrPrnAmt><sshPrnamt>98165</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>98165</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Las Vegas Sands Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>517834107</cusip> <value>3635</value> <shrsOrPrnAmt><sshPrnamt>77901</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>77901</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Lennar Corp</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>526057104</cusip> <value>15100</value> <shrsOrPrnAmt><sshPrnamt>184872</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>184872</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Live Nation Entertainment In</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>538034109</cusip> <value>26380</value> <shrsOrPrnAmt><sshPrnamt>489607</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>489607</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mercadolibre Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>58733R102</cusip> <value>76987</value> <shrsOrPrnAmt><sshPrnamt>71121</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>71121</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>556455</value> <shrsOrPrnAmt><sshPrnamt>2645630</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2645630</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Netflix Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>64110L106</cusip> <value>139194</value> <shrsOrPrnAmt><sshPrnamt>278372</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>278372</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nextera Energy Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>65339F101</cusip> <value>59921</value> <shrsOrPrnAmt><sshPrnamt>215884</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>215884</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nuance Communications Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67020Y100</cusip> <value>96634</value> <shrsOrPrnAmt><sshPrnamt>2911525</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2911525</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palo Alto Networks Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>697435105</cusip> <value>20143</value> <shrsOrPrnAmt><sshPrnamt>82300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>82300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Paypal Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>70450Y103</cusip> <value>27847</value> <shrsOrPrnAmt><sshPrnamt>141333</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>141333</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Penn Natl Gaming Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>707569109</cusip> <value>137585</value> <shrsOrPrnAmt><sshPrnamt>1892501</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1892501</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Qualcomm Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>747525103</cusip> <value>9717</value> <shrsOrPrnAmt><sshPrnamt>82569</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>82569</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Reata Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>75615P103</cusip> <value>52987</value> <shrsOrPrnAmt><sshPrnamt>543901</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>543901</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Regeneron Pharmaceuticals</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>75886F107</cusip> <value>19918</value> <shrsOrPrnAmt><sshPrnamt>35582</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>35582</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sea Ltd</nameOfIssuer> <titleOfClass>SPONSORD ADS</titleOfClass> <cusip>81141R100</cusip> <value>151126</value> <shrsOrPrnAmt><sshPrnamt>981083</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>981083</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Select Sector Spdr Tr</nameOfIssuer> <titleOfClass>SBI INT-INDS</titleOfClass> <cusip>81369Y704</cusip> <value>50037</value> <shrsOrPrnAmt><sshPrnamt>650000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>650000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Smartsheet Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>83200N103</cusip> <value>52902</value> <shrsOrPrnAmt><sshPrnamt>1070448</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1070448</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sony Corp</nameOfIssuer> <titleOfClass>SPONSORED ADR</titleOfClass> <cusip>835699307</cusip> <value>12843</value> <shrsOrPrnAmt><sshPrnamt>167335</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>167335</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Starbucks Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>855244109</cusip> <value>125624</value> <shrsOrPrnAmt><sshPrnamt>1462100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1462100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Synchrony Financial</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>87165B103</cusip> <value>23125</value> <shrsOrPrnAmt><sshPrnamt>883630</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>883630</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Tal Education Group</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>874080104</cusip> <value>23747</value> <shrsOrPrnAmt><sshPrnamt>312300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>312300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Teck Resources Ltd</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>878742204</cusip> <value>9204</value> <shrsOrPrnAmt><sshPrnamt>661200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>661200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>T-Mobile Us Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>872590104</cusip> <value>228048</value> <shrsOrPrnAmt><sshPrnamt>1994124</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1994124</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Uber Technologies Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>90353T100</cusip> <value>9902</value> <shrsOrPrnAmt><sshPrnamt>271444</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>271444</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Us Bancorp Del</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>902973304</cusip> <value>13031</value> <shrsOrPrnAmt><sshPrnamt>363500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>363500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vaneck Vectors Etf Tr</nameOfIssuer> <titleOfClass>GOLD MINERS ETF</titleOfClass> <cusip>92189F106</cusip> <value>70834</value> <shrsOrPrnAmt><sshPrnamt>1808825</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1808825</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vapotherm Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>922107107</cusip> <value>2252</value> <shrsOrPrnAmt><sshPrnamt>77660</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>77660</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Verizon Communications Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92343V104</cusip> <value>33757</value> <shrsOrPrnAmt><sshPrnamt>567443</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>567443</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Wendys Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>95058W100</cusip> <value>26086</value> <shrsOrPrnAmt><sshPrnamt>1170047</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1170047</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Workday Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98138H101</cusip> <value>50791</value> <shrsOrPrnAmt><sshPrnamt>236095</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>236095</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Yum Brands Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>988498101</cusip> <value>13798</value> <shrsOrPrnAmt><sshPrnamt>151124</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>151124</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Zai Lab Ltd</nameOfIssuer> <titleOfClass>ADR</titleOfClass> <cusip>98887Q104</cusip> <value>1711</value> <shrsOrPrnAmt><sshPrnamt>20570</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>20570</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>