杜肯家族办公室有限责任公司—13F-HR表格,截至2022-12-31的持仓
Duquesne Family Office LLC
地址:40 West 57th Street, 25th Floor
城市:New York
州/国家:NY
邮编:10019
报告类型:13F 持股报告
文件编号:028-14660
提供第 5 项说明信息:否
报告季度:12-31-2022
是否修正:否
管理人姓名:Gerald Kerner
职务:总法律顾问
电话:212-830-6500
签名:/s/ Gerald Kerner
城市:New York
州/国家:NY
签署日期:02-14-2023
其他包含的管理人数量:0
表格条目总数:58
表格价值总计:2,020,266,796 美元
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| 发行人名称 | 股票种类 | CUSIP 代码 | 价值(美元) | 股份数量 | 股份类型 | 投资决策权限 | 单独投票权 | 共享投票权 | 无投票权 |
|---|---|---|---|---|---|---|---|---|---|
| Abcellera Biologics Inc | 普通股 | 00288U106 | 6,683,268 | 659,750 | SH | DFND | 659,750 | 0 | 0 |
| Acadia Pharmaceuticals Inc | 普通股 | 004225108 | 1,184,448 | 74,400 | SH | DFND | 74,400 | 0 | 0 |
| Advanced Micro Devices Inc | 普通股 | 007903107 | 19,964,381 | 308,235 | SH | DFND | 308,235 | 0 | 0 |
| Alnylam Pharmaceuticals Inc | 普通股 | 02043Q107 | 21,129,462 | 88,910 | SH | DFND | 88,910 | 0 | 0 |
| Alpha Metallurgical Resour I | 普通股 | 020764106 | 5,763,374 | 39,370 | SH | DFND | 39,370 | 0 | 0 |
| Arch Resources Inc | A 类股 | 03940R107 | 18,439,901 | 129,140 | SH | DFND | 129,140 | 0 | 0 |
| AT&T Inc | 普通股 | 00206R102 | 25,328,110 | 1,375,780 | SH | DFND | 1,375,780 | 0 | 0 |
| Avantor Inc | 普通股 | 05352A100 | 4,000,668 | 189,695 | SH | DFND | 189,695 | 0 | 0 |
| Cameco Corp | 普通股 | 13321L108 | 16,961,785 | 748,204 | SH | DFND | 748,204 | 0 | 0 |
| Caterpillar Inc | 普通股 | 149123101 | 15,283,928 | 63,800 | SH | DFND | 63,800 | 0 | 0 |
| Cazoo Group Ltd | 普通股 | G2007L105 | 21,968 | 140,100 | SH | DFND | 140,100 | 0 | 0 |
| Ccc Intelligent Solutions Hl | 普通股 | 12510Q100 | 2,452,347 | 281,879 | SH | DFND | 281,879 | 0 | 0 |
| Cenovus Energy Inc | 普通股 | 15135U109 | 52,426,229 | 2,701,140 | SH | DFND | 2,701,140 | 0 | 0 |
| Chevron Corp New | 普通股 | 166764100 | 176,556,236 | 983,655 | SH | DFND | 983,655 | 0 | 0 |
| Compass Inc | A 类股 | 20464U100 | 929,903 | 399,100 | SH | DFND | 399,100 | 0 | 0 |
| Constellation Energy Corp | 普通股 | 21037T109 | 7,657,603 | 88,825 | SH | DFND | 88,825 | 0 | 0 |
| Coupang Inc | A 类股 | 22266T109 | 298,374,183 | 20,283,765 | SH | DFND | 20,283,765 | 0 | 0 |
| D R Horton Inc | 普通股 | 23331A109 | 10,108,476 | 113,400 | SH | DFND | 113,400 | 0 | 0 |
| Datadog Inc | A 类普通股 | 23804L103 | 24,420,596 | 332,253 | SH | DFND | 332,253 | 0 | 0 |
| Deere & Co | 普通股 | 244199105 | 31,258,748 | 72,905 | SH | DFND | 72,905 | 0 | 0 |
| Dish Network Corporation | A 类股 | 25470M109 | 1,578,096 | 112,400 | SH | DFND | 112,400 | 0 | 0 |
| Enovix Corporation | 普通股 | 293594107 | 5,777,136 | 464,400 | SH | DFND | 464,400 | 0 | 0 |
| Entegris Inc | 普通股 | 29362U104 | 3,640,245 | 55,500 | SH | DFND | 55,500 | 0 | 0 |
| Freeport-Mcmoran Inc | B 类股 | 35671D857 | 31,829,826 | 837,627 | SH | DFND | 837,627 | 0 | 0 |
| Ihs Holding Limited | 普通股 | G4701H109 | 3,793,792 | 771,096 | SH | DFND | 771,096 | 0 | 0 |
| Joby Aviation Inc | 普通股 | G65163100 | 37,674 | 11,246 | SH | DFND | 11,246 | 0 | 0 |
| Kb Home | 普通股 | 48666K109 | 1,864,340 | 58,535 | SH | DFND | 58,535 | 0 | 0 |
| Kbr Inc | 普通股 | 48242W106 | 89,098,310 | 1,687,468 | SH | DFND | 1,687,468 | 0 | 0 |
| Lamb Weston Hldgs Inc | 普通股 | 513272104 | 148,147,710 | 1,657,875 | SH | DFND | 1,657,875 | 0 | 0 |
| Las Vegas Sands Corp | 普通股 | 517834107 | 11,056,100 | 230,000 | SH | DFND | 230,000 | 0 | 0 |
| Lennar Corp | A 类股 | 526057104 | 39,991,226 | 441,892 | SH | DFND | 441,892 | 0 | 0 |
| Lgi Homes Inc | 普通股 | 50187T106 | 4,630,000 | 50,000 | SH | DFND | 50,000 | 0 | 0 |
| Lilly Eli & Co | 普通股 | 532457108 | 269,889,314 | 737,725 | SH | DFND | 737,725 | 0 | 0 |
| Meta Platforms Inc | A 类股 | 30303M102 | 108,507,570 | 901,675 | SH | DFND | 901,675 | 0 | 0 |
| Moderna Inc | 普通股 | 60770K107 | 3,979,301 | 22,154 | SH | DFND | 22,154 | 0 | 0 |
| Natera Inc | 普通股 | 632307104 | 25,850,600 | 643,530 | SH | DFND | 643,530 | 0 | 0 |
| Nextera Energy Inc | 普通股 | 65339F101 | 7,808,240 | 93,400 | SH | DFND | 93,400 | 0 | 0 |
| Nvidia Corporation | 普通股 | 67066G104 | 85,187,198 | 582,915 | SH | DFND | 582,915 | 0 | 0 |
| Occidental Pete Corp | 普通股 | 674599105 | 26,492,334 | 420,580 | SH | DFND | 420,580 | 0 | 0 |
| Opendoor Technologies Inc | 普通股 | 683712103 | 1,784,179 | 1,538,085 | SH | DFND | 1,538,085 | 0 | 0 |
| Option Care Health Inc | 新普通股 | 68404L201 | 45,920,951 | 1,526,120 | SH | DFND | 1,526,120 | 0 | 0 |
| Oscar Health Inc | A 类股 | 687793109 | 2,445,951 | 994,289 | SH | DFND | 994,289 | 0 | 0 |
| Ovintiv Inc | 普通股 | 69047Q102 | 20,992,926 | 413,980 | SH | DFND | 413,980 | 0 | 0 |
| Palantir Technologies Inc | A 类股 | 69608A108 | 8,157,939 | 1,270,707 | SH | DFND | 1,270,707 | 0 | 0 |
| Palo Alto Networks Inc | 普通股 | 697435105 | 15,247,536 | 109,270 | SH | DFND | 109,270 | 0 | 0 |
| Parker-Hannifin Corp | 普通股 | 701094104 | 19,438,800 | 66,800 | SH | DFND | 66,800 | 0 | 0 |
| Phillips 66 | 普通股 | 718546104 | 11,849,508 | 113,850 | SH | DFND | 113,850 | 0 | 0 |
| Pioneer Nat Res Co | 普通股 | 723787107 | 16,331,027 | 71,505 | SH | DFND | 71,505 | 0 | 0 |
| Reata Pharmaceuticals Inc | A 类股 | 75615P103 | 2,241,296 | 58,997 | SH | DFND | 58,997 | 0 | 0 |
| Recursion Pharmaceuticals In | A 类股 | 75629V104 | 10,685,675 | 1,385,950 | SH | DFND | 1,385,950 | 0 | 0 |
| Samsara Inc | A 类普通股 | 79589L106 | 10,077,163 | 810,713 | SH | DFND | 810,713 | 0 | 0 |
| Sensei Biotherapeutics Inc | 普通股 | 81728A108 | 149,000 | 100,000 | SH | DFND | 100,000 | 0 | 0 |
| Sunrun Inc | 普通股 | 86771W105 | 3,338,780 | 139,000 | SH | DFND | 139,000 | 0 | 0 |
| Teck Resources Ltd | B 类股 | 878742204 | 67,346,263 | 1,780,705 | SH | DFND | 1,780,705 | 0 | 0 |
| T-Mobile Us Inc | 普通股 | 872590104 | 63,610,680 | 454,362 | SH | DFND | 454,362 | 0 | 0 |
| Vale S A | 存托凭证 | 91912E105 | 17,733,650 | 1,045,000 | SH | DFND | 1,045,000 | 0 | 0 |
| Vertiv Holdings Co | A 类普通股 | 92537N108 | 80,814,199 | 5,916,120 | SH | DFND | 5,916,120 | 0 | 0 |
| Willscot Mobil Mini Hldng Co | A 类普通股 | 971378104 | 13,996,647 | 309,866 | SH | DFND | 309,866 | 0 | 0 |
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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>D R Horton Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>23331A109</cusip> <value>10108476</value> <shrsOrPrnAmt><sshPrnamt>113400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>113400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Datadog Inc</nameOfIssuer> <titleOfClass>CL A COM</titleOfClass> <cusip>23804L103</cusip> <value>24420596</value> <shrsOrPrnAmt><sshPrnamt>332253</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>332253</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Deere & Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>244199105</cusip> <value>31258748</value> 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