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

2024 · filing · 原文约 834 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

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00724F1012038036685DFND3668500
Aes Corp普通股00130H1055530314750DFND31475000
Apple Inc普通股037833100513924400DFND2440000
Arcellx Inc普通股03940C100409074100DFND7410000
Arista Networks Inc普通股0404131061832152275DFND5227500
Banco Macro SaB 系列存托凭证05961W10515659273130DFND27313000
Barclays Plc存托凭证06738E204222282075455DFND207545500
Bicycle Therapeutics Plc存托凭证0887861083850190200DFND19020000
Booz Allen Hamilton Hldg CorA 类普通股0995021061290383841DFND8384100
Builders Firstsource Inc普通股12008R107406729385DFND2938500
Camden Ppty Tr实益权益份额13313110263056577915DFND57791500
Cinemark Hldgs Inc普通股17243V1028665400792DFND40079200
Coherent Corp普通股19247G1072600983589540DFND358954000
Coupang IncA 类普通股22266T10922984510971140DFND1097114000
Crinetics Pharmaceuticals In普通股22663K10713840309000DFND30900000
Daktronics Inc普通股234264109347862493605DFND249360500
Discover Finl Svcs普通股25470910821879167255DFND16725500
Eqt Corp普通股26884L1094475121000DFND12100000
Flex Ltd普通股Y2573F102427361449155DFND144915500
Flutter Entmt Plc普通股G3643J10861175335076DFND33507600
Freeport-Mcmoran IncB 类普通股35671D857560421153135DFND115313500
Ge Vernova Inc普通股36828A10150950297068DFND29706800
Global X FdsMSCI 阿根廷 ETF37950E25916020282000DFND28200000
Grupo Financiero Galicia S.A存托凭证39990910014539475763DFND47576300
Ihs Holding Limited普通股G4701H1092465770310DFND77031000
Insmed Inc普通股(面值 0.01 美元)457669307134020000DFND2000000
Invivyd Inc普通股00534A102629571425DFND57142500
Iqvia Hldgs Inc普通股46266C1051276360360DFND6036000
Joby Aviation Inc普通股G6516310011522492DFND2249200
Kinder Morgan Inc Del普通股49456B1011341856753165DFND675316500
Liberty Global LtdA 类普通股G611881014798275275DFND27527500
Liberty Global LtdC 类普通股G611881274674261875DFND26187500
Live Nation Entertainment In普通股5380341099665103100DFND10310000
Madison Square Garden EntmtA 类普通股55825610323763694225DFND69422500
Mercadolibre Inc普通股58733R1025997336493DFND3649300
Microsoft Corp普通股594918104178999400490DFND40049000
Mid-Amer Apt Cmntys Inc普通股59522J10391868644190DFND64419000
Natera Inc普通股6323071042138601974880DFND197488000
News Corp NewA 类普通股65249B10918852683800DFND68380000
News Corp NewB 类普通股65249B20818052635850DFND63585000
Nurix Therapeutics Inc普通股67080M10392244200DFND4420000
Nvidia Corporation普通股67066G10426445214060DFND21406000
Option Care Health Inc新普通股68404L201518491871818DFND187181800
Palantir Technologies IncA 类普通股69608A10819503769965DFND76996500
Palo Alto Networks Inc普通股6974351053016188968DFND8896800
Philip Morris Intl Inc普通股71817210990118889355DFND88935500
Philip Morris Intl Inc普通股(看涨期权)71817210997581963000DFND96300000
Sea Ltd存托凭证81141R100477866900DFND6690000
Seagate Technology Hldngs Pl普通股G7997R1031812681755278DFND175527800
Silence Therapeutics Plc存托凭证82686Q1017361387400DFND38740000
Sphere Entertainment CoA 类普通股55826T1024292122411DFND12241100
Springworks Therapeutics Inc普通股85205L107384751021367DFND102136700
Structure Therapeutics Inc存托凭证86366E106148037700DFND3770000
Teck Resources LtdB 类普通股878742204696181453410DFND145341000
Telecom Argentina SaB 系列存托凭证8792732091034143051DFND14305100
Tempur Sealy Intl Inc普通股88023U1014881103100DFND10310000
Terawulf Inc普通股88080T10493012090000DFND209000000
Trisalus Life Sciences Inc普通股89680M1012357426921DFND42692100
Veracyte Inc普通股92337F1075633259944DFND25994400
Vistra Corp普通股92840M1022257172625231DFND262523100
Wabtec普通股92974010823814150675DFND15067500
Woodward Inc普通股980745103166399954230DFND95423000
Ypf Sociedad AnonimaD 系列存托凭证98424510012845638435DFND63843500
Zoominfo Technologies Inc普通股98980F104751125881906DFND588190600

<?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>