杜肯家族办公室有限责任公司—13F-HR表格,截至2024-06-30的持仓
这是杜肯家庭办公室(Duquesne Family Office LLC)提交给美国证监会(SEC)的 13F-HR 报告,报告期截止日为 2024 年 6 月 30 日。
<?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>06-30-2024</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>06-30-2024</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>Sue Meng</name> <title>General Counsel</title> <phone>212-830-6500</phone> <signature> /s/ Sue Meng</signature> <city>New York</city> <stateOrCountry>NY</stateOrCountry> <signatureDate>08-14-2024</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>64</tableEntryTotal> <tableValueTotal>2917218</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>
| 发行公司名称 | 证券类别 | CUSIP 代码 | 公允价值(千美元) | 持有数量 | 数量类型 | 投资裁量权 | 唯一投票权 | 共享投票权 | 无投票权 |
|---|---|---|---|---|---|---|---|---|---|
| Adobe Inc | 普通股 | 00724F101 | 20380 | 36685 | 股 | DFND | 36685 | 0 | 0 |
| Aes Corp | 普通股 | 00130H105 | 5530 | 314750 | 股 | DFND | 314750 | 0 | 0 |
| Apple Inc | 普通股 | 037833100 | 5139 | 24400 | 股 | DFND | 24400 | 0 | 0 |
| Arcellx Inc | 普通股 | 03940C100 | 4090 | 74100 | 股 | DFND | 74100 | 0 | 0 |
| Arista Networks Inc | 普通股 | 040413106 | 18321 | 52275 | 股 | DFND | 52275 | 0 | 0 |
| Banco Macro Sa | B 系列存托凭证 | 05961W105 | 15659 | 273130 | 股 | DFND | 273130 | 0 | 0 |
| Barclays Plc | 存托凭证 | 06738E204 | 22228 | 2075455 | 股 | DFND | 2075455 | 0 | 0 |
| Bicycle Therapeutics Plc | 存托凭证 | 088786108 | 3850 | 190200 | 股 | DFND | 190200 | 0 | 0 |
| Booz Allen Hamilton Hldg Cor | A 类普通股 | 099502106 | 12903 | 83841 | 股 | DFND | 83841 | 0 | 0 |
| Builders Firstsource Inc | 普通股 | 12008R107 | 4067 | 29385 | 股 | DFND | 29385 | 0 | 0 |
| Camden Ppty Tr | 实益权益份额 | 133131102 | 63056 | 577915 | 股 | DFND | 577915 | 0 | 0 |
| Cinemark Hldgs Inc | 普通股 | 17243V102 | 8665 | 400792 | 股 | DFND | 400792 | 0 | 0 |
| Coherent Corp | 普通股 | 19247G107 | 260098 | 3589540 | 股 | DFND | 3589540 | 0 | 0 |
| Coupang Inc | A 类普通股 | 22266T109 | 229845 | 10971140 | 股 | DFND | 10971140 | 0 | 0 |
| Crinetics Pharmaceuticals In | 普通股 | 22663K107 | 13840 | 309000 | 股 | DFND | 309000 | 0 | 0 |
| Daktronics Inc | 普通股 | 234264109 | 34786 | 2493605 | 股 | DFND | 2493605 | 0 | 0 |
| Discover Finl Svcs | 普通股 | 254709108 | 21879 | 167255 | 股 | DFND | 167255 | 0 | 0 |
| Eqt Corp | 普通股 | 26884L109 | 4475 | 121000 | 股 | DFND | 121000 | 0 | 0 |
| Flex Ltd | 普通股 | Y2573F102 | 42736 | 1449155 | 股 | DFND | 1449155 | 0 | 0 |
| Flutter Entmt Plc | 普通股 | G3643J108 | 61175 | 335076 | 股 | DFND | 335076 | 0 | 0 |
| Freeport-Mcmoran Inc | B 类普通股 | 35671D857 | 56042 | 1153135 | 股 | DFND | 1153135 | 0 | 0 |
| Ge Vernova Inc | 普通股 | 36828A101 | 50950 | 297068 | 股 | DFND | 297068 | 0 | 0 |
| Global X Fds | MSCI 阿根廷 ETF | 37950E259 | 16020 | 282000 | 股 | DFND | 282000 | 0 | 0 |
| Grupo Financiero Galicia S.A | 存托凭证 | 399909100 | 14539 | 475763 | 股 | DFND | 475763 | 0 | 0 |
| Ihs Holding Limited | 普通股 | G4701H109 | 2465 | 770310 | 股 | DFND | 770310 | 0 | 0 |
| Insmed Inc | 普通股(面值 0.01 美元) | 457669307 | 1340 | 20000 | 股 | DFND | 20000 | 0 | 0 |
| Invivyd Inc | 普通股 | 00534A102 | 629 | 571425 | 股 | DFND | 571425 | 0 | 0 |
| Iqvia Hldgs Inc | 普通股 | 46266C105 | 12763 | 60360 | 股 | DFND | 60360 | 0 | 0 |
| Joby Aviation Inc | 普通股 | G65163100 | 115 | 22492 | 股 | DFND | 22492 | 0 | 0 |
| Kinder Morgan Inc Del | 普通股 | 49456B101 | 134185 | 6753165 | 股 | DFND | 6753165 | 0 | 0 |
| Liberty Global Ltd | A 类普通股 | G61188101 | 4798 | 275275 | 股 | DFND | 275275 | 0 | 0 |
| Liberty Global Ltd | C 类普通股 | G61188127 | 4674 | 261875 | 股 | DFND | 261875 | 0 | 0 |
| Live Nation Entertainment In | 普通股 | 538034109 | 9665 | 103100 | 股 | DFND | 103100 | 0 | 0 |
| Madison Square Garden Entmt | A 类普通股 | 558256103 | 23763 | 694225 | 股 | DFND | 694225 | 0 | 0 |
| Mercadolibre Inc | 普通股 | 58733R102 | 59973 | 36493 | 股 | DFND | 36493 | 0 | 0 |
| Microsoft Corp | 普通股 | 594918104 | 178999 | 400490 | 股 | DFND | 400490 | 0 | 0 |
| Mid-Amer Apt Cmntys Inc | 普通股 | 59522J103 | 91868 | 644190 | 股 | DFND | 644190 | 0 | 0 |
| Natera Inc | 普通股 | 632307104 | 213860 | 1974880 | 股 | DFND | 1974880 | 0 | 0 |
| News Corp New | A 类普通股 | 65249B109 | 18852 | 683800 | 股 | DFND | 683800 | 0 | 0 |
| News Corp New | B 类普通股 | 65249B208 | 18052 | 635850 | 股 | DFND | 635850 | 0 | 0 |
| Nurix Therapeutics Inc | 普通股 | 67080M103 | 922 | 44200 | 股 | DFND | 44200 | 0 | 0 |
| Nvidia Corporation | 普通股 | 67066G104 | 26445 | 214060 | 股 | DFND | 214060 | 0 | 0 |
| Option Care Health Inc | 新普通股 | 68404L201 | 51849 | 1871818 | 股 | DFND | 1871818 | 0 | 0 |
| Palantir Technologies Inc | A 类普通股 | 69608A108 | 19503 | 769965 | 股 | DFND | 769965 | 0 | 0 |
| Palo Alto Networks Inc | 普通股 | 697435105 | 30161 | 88968 | 股 | DFND | 88968 | 0 | 0 |
| Philip Morris Intl Inc | 普通股 | 718172109 | 90118 | 889355 | 股 | DFND | 889355 | 0 | 0 |
| Philip Morris Intl Inc | 普通股(看涨期权) | 718172109 | 97581 | 963000 | 股 | DFND | 963000 | 0 | 0 |
| Sea Ltd | 存托凭证 | 81141R100 | 4778 | 66900 | 股 | DFND | 66900 | 0 | 0 |
| Seagate Technology Hldngs Pl | 普通股 | G7997R103 | 181268 | 1755278 | 股 | DFND | 1755278 | 0 | 0 |
| Silence Therapeutics Plc | 存托凭证 | 82686Q101 | 7361 | 387400 | 股 | DFND | 387400 | 0 | 0 |
| Sphere Entertainment Co | A 类普通股 | 55826T102 | 4292 | 122411 | 股 | DFND | 122411 | 0 | 0 |
| Springworks Therapeutics Inc | 普通股 | 85205L107 | 38475 | 1021367 | 股 | DFND | 1021367 | 0 | 0 |
| Structure Therapeutics Inc | 存托凭证 | 86366E106 | 1480 | 37700 | 股 | DFND | 37700 | 0 | 0 |
| Teck Resources Ltd | B 类普通股 | 878742204 | 69618 | 1453410 | 股 | DFND | 1453410 | 0 | 0 |
| Telecom Argentina Sa | B 系列存托凭证 | 879273209 | 1034 | 143051 | 股 | DFND | 143051 | 0 | 0 |
| Tempur Sealy Intl Inc | 普通股 | 88023U101 | 4881 | 103100 | 股 | DFND | 103100 | 0 | 0 |
| Terawulf Inc | 普通股 | 88080T104 | 9301 | 2090000 | 股 | DFND | 2090000 | 0 | 0 |
| Trisalus Life Sciences Inc | 普通股 | 89680M101 | 2357 | 426921 | 股 | DFND | 426921 | 0 | 0 |
| Veracyte Inc | 普通股 | 92337F107 | 5633 | 259944 | 股 | DFND | 259944 | 0 | 0 |
| Vistra Corp | 普通股 | 92840M102 | 225717 | 2625231 | 股 | DFND | 2625231 | 0 | 0 |
| Wabtec | 普通股 | 929740108 | 23814 | 150675 | 股 | DFND | 150675 | 0 | 0 |
| Woodward Inc | 普通股 | 980745103 | 166399 | 954230 | 股 | DFND | 954230 | 0 | 0 |
| Ypf Sociedad Anonima | D 系列存托凭证 | 984245100 | 12845 | 638435 | 股 | DFND | 638435 | 0 | 0 |
| Zoominfo Technologies Inc | 普通股 | 98980F104 | 75112 | 5881906 | 股 | DFND | 5881906 | 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>Adobe Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00724F101</cusip> <value>20380</value> <shrsOrPrnAmt><sshPrnamt>36685</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>36685</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Aes Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00130H105</cusip> <value>5530</value> <shrsOrPrnAmt><sshPrnamt>314750</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>314750</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Apple Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>037833100</cusip> <value>5139</value> <shrsOrPrnAmt><sshPrnamt>24400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>24400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Arcellx Inc</nameOfIssuer> <titleOfClass>COMMON STOCK</titleOfClass> <cusip>03940C100</cusip> <value>4090</value> <shrsOrPrnAmt><sshPrnamt>74100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>74100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Arista Networks Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>040413106</cusip> <value>18321</value> <shrsOrPrnAmt><sshPrnamt>52275</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>52275</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Banco Macro Sa</nameOfIssuer> <titleOfClass>SPON ADR B</titleOfClass> <cusip>05961W105</cusip> <value>15659</value> <shrsOrPrnAmt><sshPrnamt>273130</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>273130</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Barclays Plc</nameOfIssuer> <titleOfClass>ADR</titleOfClass> <cusip>06738E204</cusip> <value>22228</value> <shrsOrPrnAmt><sshPrnamt>2075455</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2075455</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Bicycle Therapeutics Plc</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>088786108</cusip> <value>3850</value> <shrsOrPrnAmt><sshPrnamt>190200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>190200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Booz Allen Hamilton Hldg Cor</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>099502106</cusip> <value>12903</value> <shrsOrPrnAmt><sshPrnamt>83841</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>83841</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Builders Firstsource Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>12008R107</cusip> <value>4067</value> <shrsOrPrnAmt><sshPrnamt>29385</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>29385</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Camden Ppty Tr</nameOfIssuer> <titleOfClass>SH BEN INT</titleOfClass> <cusip>133131102</cusip> <value>63056</value> <shrsOrPrnAmt><sshPrnamt>577915</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>577915</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cinemark Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>17243V102</cusip> <value>8665</value> <shrsOrPrnAmt><sshPrnamt>400792</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>400792</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Coherent Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>19247G107</cusip> <value>260098</value> <shrsOrPrnAmt><sshPrnamt>3589540</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3589540</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Coupang Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>22266T109</cusip> <value>229845</value> <shrsOrPrnAmt><sshPrnamt>10971140</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>10971140</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Crinetics Pharmaceuticals In</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>22663K107</cusip> <value>13840</value> <shrsOrPrnAmt><sshPrnamt>309000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>309000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Daktronics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>234264109</cusip> <value>34786</value> <shrsOrPrnAmt><sshPrnamt>2493605</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2493605</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Discover Finl Svcs</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>254709108</cusip> <value>21879</value> <shrsOrPrnAmt><sshPrnamt>167255</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>167255</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Eqt Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>26884L109</cusip> <value>4475</value> <shrsOrPrnAmt><sshPrnamt>121000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>121000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Flex Ltd</nameOfIssuer> <titleOfClass>ORD</titleOfClass> <cusip>Y2573F102</cusip> <value>42736</value> <shrsOrPrnAmt><sshPrnamt>1449155</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1449155</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Flutter Entmt Plc</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G3643J108</cusip> <value>61175</value> <shrsOrPrnAmt><sshPrnamt>335076</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>335076</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Freeport-Mcmoran Inc</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>35671D857</cusip> <value>56042</value> <shrsOrPrnAmt><sshPrnamt>1153135</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1153135</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ge Vernova Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>36828A101</cusip> <value>50950</value> <shrsOrPrnAmt><sshPrnamt>297068</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>297068</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Global X Fds</nameOfIssuer> <titleOfClass>GB MSCI AR ETF</titleOfClass> <cusip>37950E259</cusip> <value>16020</value> <shrsOrPrnAmt><sshPrnamt>282000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>282000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Grupo Financiero Galicia S.A</nameOfIssuer> <titleOfClass>SPONSORED ADR</titleOfClass> <cusip>399909100</cusip> <value>14539</value> <shrsOrPrnAmt><sshPrnamt>475763</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>475763</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ihs Holding Limited</nameOfIssuer> <titleOfClass>ORD SHS</titleOfClass> <cusip>G4701H109</cusip> <value>2465</value> <shrsOrPrnAmt><sshPrnamt>770310</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>770310</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Insmed Inc</nameOfIssuer> <titleOfClass>COM PAR $.01</titleOfClass> <cusip>457669307</cusip> <value>1340</value> <shrsOrPrnAmt><sshPrnamt>20000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>20000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Invivyd Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00534A102</cusip> <value>629</value> <shrsOrPrnAmt><sshPrnamt>571425</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>571425</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Iqvia Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>46266C105</cusip> <value>12763</value> <shrsOrPrnAmt><sshPrnamt>60360</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>60360</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Joby Aviation Inc</nameOfIssuer> <titleOfClass>COMMON STOCK</titleOfClass> <cusip>G65163100</cusip> <value>115</value> <shrsOrPrnAmt><sshPrnamt>22492</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>22492</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Kinder Morgan Inc Del</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>49456B101</cusip> <value>134185</value> <shrsOrPrnAmt><sshPrnamt>6753165</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>6753165</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Liberty Global Ltd</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>G61188101</cusip> <value>4798</value> <shrsOrPrnAmt><sshPrnamt>275275</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>275275</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Liberty Global Ltd</nameOfIssuer> <titleOfClass>COM CL C</titleOfClass> <cusip>G61188127</cusip> <value>4674</value> <shrsOrPrnAmt><sshPrnamt>261875</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>261875</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Live Nation Entertainment In</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>538034109</cusip> <value>9665</value> <shrsOrPrnAmt><sshPrnamt>103100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>103100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Madison Square Garden Entmt</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>558256103</cusip> <value>23763</value> <shrsOrPrnAmt><sshPrnamt>694225</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>694225</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mercadolibre Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>58733R102</cusip> <value>59973</value> <shrsOrPrnAmt><sshPrnamt>36493</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>36493</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>178999</value> <shrsOrPrnAmt><sshPrnamt>400490</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>400490</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mid-Amer Apt Cmntys Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>59522J103</cusip> <value>91868</value> <shrsOrPrnAmt><sshPrnamt>644190</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>644190</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Natera Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>632307104</cusip> <value>213860</value> <shrsOrPrnAmt><sshPrnamt>1974880</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1974880</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>News Corp New</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>65249B109</cusip> <value>18852</value> <shrsOrPrnAmt><sshPrnamt>683800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>683800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>News Corp New</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>65249B208</cusip> <value>18052</value> <shrsOrPrnAmt><sshPrnamt>635850</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>635850</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nurix Therapeutics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67080M103</cusip> <value>922</value> <shrsOrPrnAmt><sshPrnamt>44200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>44200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nvidia Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67066G104</cusip> <value>26445</value> <shrsOrPrnAmt><sshPrnamt>214060</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>214060</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Option Care Health Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>68404L201</cusip> <value>51849</value> <shrsOrPrnAmt><sshPrnamt>1871818</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1871818</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palantir Technologies Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>69608A108</cusip> <value>19503</value> <shrsOrPrnAmt><sshPrnamt>769965</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>769965</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palo Alto Networks Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>697435105</cusip> <value>30161</value> <shrsOrPrnAmt><sshPrnamt>88968</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>88968</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Philip Morris Intl Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>718172109</cusip> <value>90118</value> <shrsOrPrnAmt><sshPrnamt>889355</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>889355</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Philip Morris Intl Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>718172109</cusip> <value>97581</value> <shrsOrPrnAmt><sshPrnamt>963000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>963000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sea Ltd</nameOfIssuer> <titleOfClass>SPONSORD ADS</titleOfClass> <cusip>81141R100</cusip> <value>4778</value> <shrsOrPrnAmt><sshPrnamt>66900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>66900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Seagate Technology Hldngs Pl</nameOfIssuer> <titleOfClass>ORD SHS</titleOfClass> <cusip>G7997R103</cusip> <value>181268</value> <shrsOrPrnAmt><sshPrnamt>1755278</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1755278</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Silence Therapeutics Plc</nameOfIssuer> <titleOfClass>ADS</titleOfClass> <cusip>82686Q101</cusip> <value>7361</value> <shrsOrPrnAmt><sshPrnamt>387400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>387400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sphere Entertainment Co</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>55826T102</cusip> <value>4292</value> <shrsOrPrnAmt><sshPrnamt>122411</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>122411</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Springworks Therapeutics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>85205L107</cusip> <value>38475</value> <shrsOrPrnAmt><sshPrnamt>1021367</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1021367</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Structure Therapeutics Inc</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>86366E106</cusip> <value>1480</value> <shrsOrPrnAmt><sshPrnamt>37700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>37700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Teck Resources Ltd</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>878742204</cusip> <value>69618</value> <shrsOrPrnAmt><sshPrnamt>1453410</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1453410</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Telecom Argentina Sa</nameOfIssuer> <titleOfClass>SPON ADR REP B</titleOfClass> <cusip>879273209</cusip> <value>1034</value> <shrsOrPrnAmt><sshPrnamt>143051</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>143051</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Tempur Sealy Intl Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>88023U101</cusip> <value>4881</value> <shrsOrPrnAmt><sshPrnamt>103100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>103100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Terawulf Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>88080T104</cusip> <value>9301</value> <shrsOrPrnAmt><sshPrnamt>2090000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2090000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Trisalus Life Sciences Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>89680M101</cusip> <value>2357</value> <shrsOrPrnAmt><sshPrnamt>426921</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>426921</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Veracyte Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92337F107</cusip> <value>5633</value> <shrsOrPrnAmt><sshPrnamt>259944</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>259944</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vistra Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>92840M102</cusip> <value>225717</value> <shrsOrPrnAmt><sshPrnamt>2625231</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2625231</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Wabtec</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>929740108</cusip> <value>23814</value> <shrsOrPrnAmt><sshPrnamt>150675</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>150675</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Woodward Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>980745103</cusip> <value>166399</value> <shrsOrPrnAmt><sshPrnamt>954230</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>954230</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ypf Sociedad Anonima</nameOfIssuer> <titleOfClass>SPON ADR CL D</titleOfClass> <cusip>984245100</cusip> <value>12845</value> <shrsOrPrnAmt><sshPrnamt>638435</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>638435</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Zoominfo Technologies Inc</nameOfIssuer> <titleOfClass>COMMON STOCK</titleOfClass> <cusip>98980F104</cusip> <value>75112</value> <shrsOrPrnAmt><sshPrnamt>5881906</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>5881906</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>