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

2022 · filing · 原文约 753 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

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

<?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--> <schemaVersion>X0202</schemaVersion> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <filer> <credentials> <cik>0001536411</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>12-31-2022</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>12-31-2022</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>02-14-2023</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>58</tableEntryTotal> <tableValueTotal>2020266796</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>

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00288U1066,683,268659,750SHDFND659,75000
Acadia Pharmaceuticals Inc普通股0042251081,184,44874,400SHDFND74,40000
Advanced Micro Devices Inc普通股00790310719,964,381308,235SHDFND308,23500
Alnylam Pharmaceuticals Inc普通股02043Q10721,129,46288,910SHDFND88,91000
Alpha Metallurgical Resour I普通股0207641065,763,37439,370SHDFND39,37000
Arch Resources IncA 类股03940R10718,439,901129,140SHDFND129,14000
AT&T Inc普通股00206R10225,328,1101,375,780SHDFND1,375,78000
Avantor Inc普通股05352A1004,000,668189,695SHDFND189,69500
Cameco Corp普通股13321L10816,961,785748,204SHDFND748,20400
Caterpillar Inc普通股14912310115,283,92863,800SHDFND63,80000
Cazoo Group Ltd普通股G2007L10521,968140,100SHDFND140,10000
Ccc Intelligent Solutions Hl普通股12510Q1002,452,347281,879SHDFND281,87900
Cenovus Energy Inc普通股15135U10952,426,2292,701,140SHDFND2,701,14000
Chevron Corp New普通股166764100176,556,236983,655SHDFND983,65500
Compass IncA 类股20464U100929,903399,100SHDFND399,10000
Constellation Energy Corp普通股21037T1097,657,60388,825SHDFND88,82500
Coupang IncA 类股22266T109298,374,18320,283,765SHDFND20,283,76500
D R Horton Inc普通股23331A10910,108,476113,400SHDFND113,40000
Datadog IncA 类普通股23804L10324,420,596332,253SHDFND332,25300
Deere & Co普通股24419910531,258,74872,905SHDFND72,90500
Dish Network CorporationA 类股25470M1091,578,096112,400SHDFND112,40000
Enovix Corporation普通股2935941075,777,136464,400SHDFND464,40000
Entegris Inc普通股29362U1043,640,24555,500SHDFND55,50000
Freeport-Mcmoran IncB 类股35671D85731,829,826837,627SHDFND837,62700
Ihs Holding Limited普通股G4701H1093,793,792771,096SHDFND771,09600
Joby Aviation Inc普通股G6516310037,67411,246SHDFND11,24600
Kb Home普通股48666K1091,864,34058,535SHDFND58,53500
Kbr Inc普通股48242W10689,098,3101,687,468SHDFND1,687,46800
Lamb Weston Hldgs Inc普通股513272104148,147,7101,657,875SHDFND1,657,87500
Las Vegas Sands Corp普通股51783410711,056,100230,000SHDFND230,00000
Lennar CorpA 类股52605710439,991,226441,892SHDFND441,89200
Lgi Homes Inc普通股50187T1064,630,00050,000SHDFND50,00000
Lilly Eli & Co普通股532457108269,889,314737,725SHDFND737,72500
Meta Platforms IncA 类股30303M102108,507,570901,675SHDFND901,67500
Moderna Inc普通股60770K1073,979,30122,154SHDFND22,15400
Natera Inc普通股63230710425,850,600643,530SHDFND643,53000
Nextera Energy Inc普通股65339F1017,808,24093,400SHDFND93,40000
Nvidia Corporation普通股67066G10485,187,198582,915SHDFND582,91500
Occidental Pete Corp普通股67459910526,492,334420,580SHDFND420,58000
Opendoor Technologies Inc普通股6837121031,784,1791,538,085SHDFND1,538,08500
Option Care Health Inc新普通股68404L20145,920,9511,526,120SHDFND1,526,12000
Oscar Health IncA 类股6877931092,445,951994,289SHDFND994,28900
Ovintiv Inc普通股69047Q10220,992,926413,980SHDFND413,98000
Palantir Technologies IncA 类股69608A1088,157,9391,270,707SHDFND1,270,70700
Palo Alto Networks Inc普通股69743510515,247,536109,270SHDFND109,27000
Parker-Hannifin Corp普通股70109410419,438,80066,800SHDFND66,80000
Phillips 66普通股71854610411,849,508113,850SHDFND113,85000
Pioneer Nat Res Co普通股72378710716,331,02771,505SHDFND71,50500
Reata Pharmaceuticals IncA 类股75615P1032,241,29658,997SHDFND58,99700
Recursion Pharmaceuticals InA 类股75629V10410,685,6751,385,950SHDFND1,385,95000
Samsara IncA 类普通股79589L10610,077,163810,713SHDFND810,71300
Sensei Biotherapeutics Inc普通股81728A108149,000100,000SHDFND100,00000
Sunrun Inc普通股86771W1053,338,780139,000SHDFND139,00000
Teck Resources LtdB 类股87874220467,346,2631,780,705SHDFND1,780,70500
T-Mobile Us Inc普通股87259010463,610,680454,362SHDFND454,36200
Vale S A存托凭证91912E10517,733,6501,045,000SHDFND1,045,00000
Vertiv Holdings CoA 类普通股92537N10880,814,1995,916,120SHDFND5,916,12000
Willscot Mobil Mini Hldng CoA 类普通股97137810413,996,647309,866SHDFND309,86600

<?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>Abcellera Biologics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00288U106</cusip> <value>6683268</value> <shrsOrPrnAmt><sshPrnamt>659750</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>659750</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Acadia Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>004225108</cusip> <value>1184448</value> <shrsOrPrnAmt><sshPrnamt>74400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>74400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Advanced Micro Devices Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>007903107</cusip> <value>19964381</value> <shrsOrPrnAmt><sshPrnamt>308235</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>308235</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alnylam Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>02043Q107</cusip> <value>21129462</value> <shrsOrPrnAmt><sshPrnamt>88910</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>88910</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alpha Metallurgical Resour I</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>020764106</cusip> <value>5763374</value> <shrsOrPrnAmt><sshPrnamt>39370</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>39370</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Arch Resources Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>03940R107</cusip> <value>18439901</value> <shrsOrPrnAmt><sshPrnamt>129140</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>129140</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>At&amp;T Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00206R102</cusip> <value>25328110</value> <shrsOrPrnAmt><sshPrnamt>1375780</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1375780</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Avantor Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>05352A100</cusip> <value>4000668</value> <shrsOrPrnAmt><sshPrnamt>189695</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>189695</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cameco Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>13321L108</cusip> <value>16961785</value> <shrsOrPrnAmt><sshPrnamt>748204</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>748204</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Caterpillar Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>149123101</cusip> <value>15283928</value> <shrsOrPrnAmt><sshPrnamt>63800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>63800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cazoo Group Ltd</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>G2007L105</cusip> <value>21968</value> <shrsOrPrnAmt><sshPrnamt>140100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>140100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ccc Intelligent Solutions Hl</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>12510Q100</cusip> <value>2452347</value> <shrsOrPrnAmt><sshPrnamt>281879</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>281879</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cenovus Energy Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>15135U109</cusip> <value>52426229</value> <shrsOrPrnAmt><sshPrnamt>2701140</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2701140</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Chevron Corp New</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>166764100</cusip> <value>176556236</value> <shrsOrPrnAmt><sshPrnamt>983655</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>983655</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Compass Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>20464U100</cusip> <value>929903</value> <shrsOrPrnAmt><sshPrnamt>399100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>399100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Constellation Energy Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>21037T109</cusip> <value>7657603</value> <shrsOrPrnAmt><sshPrnamt>88825</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>88825</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Coupang Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>22266T109</cusip> <value>298374183</value> <shrsOrPrnAmt><sshPrnamt>20283765</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>20283765</Sole> <Shared>0</Shared> <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 &amp; Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>244199105</cusip> <value>31258748</value> <shrsOrPrnAmt><sshPrnamt>72905</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>72905</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Dish Network Corporation</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>25470M109</cusip> <value>1578096</value> <shrsOrPrnAmt><sshPrnamt>112400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>112400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Enovix Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>293594107</cusip> <value>5777136</value> <shrsOrPrnAmt><sshPrnamt>464400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>464400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Entegris Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>29362U104</cusip> <value>3640245</value> <shrsOrPrnAmt><sshPrnamt>55500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>55500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Freeport-Mcmoran Inc</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>35671D857</cusip> <value>31829826</value> <shrsOrPrnAmt><sshPrnamt>837627</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>837627</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ihs Holding Limited</nameOfIssuer> <titleOfClass>ORD SHS</titleOfClass> <cusip>G4701H109</cusip> <value>3793792</value> <shrsOrPrnAmt><sshPrnamt>771096</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>771096</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Joby Aviation Inc</nameOfIssuer> <titleOfClass>COMMON STOCK</titleOfClass> <cusip>G65163100</cusip> <value>37674</value> <shrsOrPrnAmt><sshPrnamt>11246</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>11246</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Kb Home</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>48666K109</cusip> <value>1864340</value> <shrsOrPrnAmt><sshPrnamt>58535</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>58535</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Kbr Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>48242W106</cusip> <value>89098310</value> <shrsOrPrnAmt><sshPrnamt>1687468</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1687468</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Lamb Weston Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>513272104</cusip> <value>148147710</value> <shrsOrPrnAmt><sshPrnamt>1657875</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1657875</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Las Vegas Sands Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>517834107</cusip> <value>11056100</value> <shrsOrPrnAmt><sshPrnamt>230000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>230000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Lennar Corp</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>526057104</cusip> <value>39991226</value> <shrsOrPrnAmt><sshPrnamt>441892</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>441892</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Lgi Homes Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>50187T106</cusip> <value>4630000</value> <shrsOrPrnAmt><sshPrnamt>50000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>50000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Lilly Eli &amp; Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>532457108</cusip> <value>269889314</value> <shrsOrPrnAmt><sshPrnamt>737725</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>737725</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Meta Platforms Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>30303M102</cusip> <value>108507570</value> <shrsOrPrnAmt><sshPrnamt>901675</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>901675</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Moderna Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>60770K107</cusip> <value>3979301</value> <shrsOrPrnAmt><sshPrnamt>22154</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>22154</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Natera Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>632307104</cusip> <value>25850600</value> <shrsOrPrnAmt><sshPrnamt>643530</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>643530</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nextera Energy Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>65339F101</cusip> <value>7808240</value> <shrsOrPrnAmt><sshPrnamt>93400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>93400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nvidia Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67066G104</cusip> <value>85187198</value> <shrsOrPrnAmt><sshPrnamt>582915</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>582915</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Occidental Pete Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>674599105</cusip> <value>26492334</value> <shrsOrPrnAmt><sshPrnamt>420580</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>420580</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Opendoor Technologies Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>683712103</cusip> <value>1784179</value> <shrsOrPrnAmt><sshPrnamt>1538085</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1538085</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Option Care Health Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>68404L201</cusip> <value>45920951</value> <shrsOrPrnAmt><sshPrnamt>1526120</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1526120</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Oscar Health Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>687793109</cusip> <value>2445951</value> <shrsOrPrnAmt><sshPrnamt>994289</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>994289</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ovintiv Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>69047Q102</cusip> <value>20992926</value> <shrsOrPrnAmt><sshPrnamt>413980</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>413980</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palantir Technologies Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>69608A108</cusip> <value>8157939</value> <shrsOrPrnAmt><sshPrnamt>1270707</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1270707</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palo Alto Networks Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>697435105</cusip> <value>15247536</value> <shrsOrPrnAmt><sshPrnamt>109270</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>109270</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Parker-Hannifin Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>701094104</cusip> <value>19438800</value> <shrsOrPrnAmt><sshPrnamt>66800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>66800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Phillips 66</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>718546104</cusip> <value>11849508</value> <shrsOrPrnAmt><sshPrnamt>113850</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>113850</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Pioneer Nat Res Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>723787107</cusip> <value>16331027</value> <shrsOrPrnAmt><sshPrnamt>71505</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>71505</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Reata Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>75615P103</cusip> <value>2241296</value> <shrsOrPrnAmt><sshPrnamt>58997</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>58997</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Recursion Pharmaceuticals In</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>75629V104</cusip> <value>10685675</value> <shrsOrPrnAmt><sshPrnamt>1385950</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1385950</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Samsara Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>79589L106</cusip> <value>10077163</value> <shrsOrPrnAmt><sshPrnamt>810713</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>810713</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sensei Biotherapeutics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>81728A108</cusip> <value>149000</value> <shrsOrPrnAmt><sshPrnamt>100000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>100000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sunrun Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>86771W105</cusip> <value>3338780</value> <shrsOrPrnAmt><sshPrnamt>139000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>139000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Teck Resources Ltd</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>878742204</cusip> <value>67346263</value> <shrsOrPrnAmt><sshPrnamt>1780705</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1780705</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>T-Mobile Us Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>872590104</cusip> <value>63610680</value> <shrsOrPrnAmt><sshPrnamt>454362</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>454362</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vale S A</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>91912E105</cusip> <value>17733650</value> <shrsOrPrnAmt><sshPrnamt>1045000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1045000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vertiv Holdings Co</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>92537N108</cusip> <value>80814199</value> <shrsOrPrnAmt><sshPrnamt>5916120</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>5916120</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Willscot Mobil Mini Hldng Co</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>971378104</cusip> <value>13996647</value> <shrsOrPrnAmt><sshPrnamt>309866</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>309866</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>