杜肯家族办公室有限责任公司—13F-HR表格，截至2024-09-30的持仓
美国证券交易委员会 13F-HR 表格——封面与签署页
申报类型：13F-HR
表单架构版本：X0202
提交状态：正式提交（LIVE）
申报人 CIK：0001536411
申报人 CCC 码：XXXXXXXX（已屏蔽）
报告期：2024 年 9 月 30 日
封面
报告日历年度或季度：2024 年 9 月 30 日
是否为修订件：否
申报管理人：Duquesne Family Office LLC
地址：40 West 57th Street, 25th Floor，纽约州纽约市，邮编 10019
报告类型：13F 持仓报告
13F 表格文件编号：028-14660
是否需按第 5 项说明提供信息：否
签署
姓名：Sue Meng
职务：总法律顾问
电话：212-830-6500
签名：/s/ Sue Meng
签署地：纽约州纽约市
签署日期：2024 年 11 月 14 日
汇总页
其他一并申报的管理人数量：0
表内条目总数：75
表内价值合计：2,952,103（千美元）
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| 发行人名称 | 证券类别 | CUSIP | 价值 （千美元） | 持股数量 | 数量类型 | 投资裁量权 | 单独投票权 | 共享投票权 | 无投票权 |
|---|---|---|---|---|---|---|---|---|---|
| Adobe Inc | 普通股 | 00724F101 | 17861 | 34495 | 股 | DFND | 34495 | 0 | 0 |
| Ameris Bancorp | 普通股 | 03076K108 | 9608 | 154000 | 股 | DFND | 154000 | 0 | 0 |
| Arcellx Inc | 普通股 | 03940C100 | 6188 | 74100 | 股 | DFND | 74100 | 0 | 0 |
| Arm Holdings Plc | 美国存托凭证 | 042068205 | 3090 | 21610 | 股 | DFND | 21610 | 0 | 0 |
| Ars Pharmaceuticals Inc | 普通股 | 82835W108 | 7785 | 536900 | 股 | DFND | 536900 | 0 | 0 |
| Ascendis Pharma A/S | 美国存托凭证 | 04351P101 | 39573 | 265040 | 股 | DFND | 265040 | 0 | 0 |
| Autodesk Inc | 普通股 | 052769106 | 10027 | 36400 | 股 | DFND | 36400 | 0 | 0 |
| Banco Macro Sa | 美国存托凭证 B 类 | 05961W105 | 26932 | 424130 | 股 | DFND | 424130 | 0 | 0 |
| Barclays Plc | 美国存托凭证 | 06738E204 | 24394 | 2007755 | 股 | DFND | 2007755 | 0 | 0 |
| Bicycle Therapeutics Plc | 美国存托凭证 | 088786108 | 4304 | 190200 | 股 | DFND | 190200 | 0 | 0 |
| Broadcom Inc | 普通股 | 11135F101 | 41397 | 239980 | 股 | DFND | 239980 | 0 | 0 |
| Camden Ppty Tr | 实益权益股份 | 133131102 | 35937 | 290915 | 股 | DFND | 290915 | 0 | 0 |
| Chubb Limited | 普通股 | H1467J104 | 10036 | 34800 | 股 | DFND | 34800 | 0 | 0 |
| Citigroup Inc | 新普通股 | 172967424 | 20495 | 327400 | 股 | DFND | 327400 | 0 | 0 |
| Citizens Finl Group Inc | 普通股 | 174610105 | 9799 | 238600 | 股 | DFND | 238600 | 0 | 0 |
| Coherent Corp | 普通股 | 19247G107 | 264821 | 2978530 | 股 | DFND | 2978530 | 0 | 0 |
| Core & Main Inc | A 类普通股 | 21874C102 | 21099 | 475195 | 股 | DFND | 475195 | 0 | 0 |
| Coupang Inc | A 类普通股 | 22266T109 | 287139 | 11696092 | 股 | DFND | 11696092 | 0 | 0 |
| Crh Plc | 普通股 | G25508105 | 15070 | 162500 | 股 | DFND | 162500 | 0 | 0 |
| Crinetics Pharmaceuticals In | 普通股 | 22663K107 | 15790 | 309000 | 股 | DFND | 309000 | 0 | 0 |
| Daktronics Inc | 普通股 | 234264109 | 33157 | 2568355 | 股 | DFND | 2568355 | 0 | 0 |
| Discover Finl Svcs | 普通股 | 254709108 | 39964 | 284865 | 股 | DFND | 284865 | 0 | 0 |
| First Ctzns Bancshares Inc N | A 类普通股 | 31946M103 | 9542 | 5183 | 股 | DFND | 5183 | 0 | 0 |
| First Horizon Corporation | 普通股 | 320517105 | 9624 | 619700 | 股 | DFND | 619700 | 0 | 0 |
| Flex Ltd | 普通股 | Y2573F102 | 11664 | 348900 | 股 | DFND | 348900 | 0 | 0 |
| Flutter Entmt Plc | 股份 | G3643J108 | 61820 | 260953 | 股 | DFND | 260953 | 0 | 0 |
| Freeport-Mcmoran Inc | B 类普通股 | 35671D857 | 68737 | 1376935 | 股 | DFND | 1376935 | 0 | 0 |
| Ge Vernova Inc | 普通股 | 36828A101 | 7458 | 29250 | 股 | DFND | 29250 | 0 | 0 |
| Global X Fds | MSCI 阿根廷 ETF | 37950E259 | 18697 | 282000 | 股 | DFND | 282000 | 0 | 0 |
| Grupo Financiero Galicia S.A | 美国存托凭证 | 399909100 | 14953 | 355263 | 股 | DFND | 355263 | 0 | 0 |
| Huntington Bancshares Inc | 普通股 | 446150104 | 9867 | 671200 | 股 | DFND | 671200 | 0 | 0 |
| Ihs Holding Limited | 普通股 | G4701H109 | 2303 | 770310 | 股 | DFND | 770310 | 0 | 0 |
| Insmed Inc | 面值 0.01 美元普通股 | 457669307 | 1460 | 20000 | 股 | DFND | 20000 | 0 | 0 |
| Invivyd Inc | 普通股 | 00534A102 | 583 | 571425 | 股 | DFND | 571425 | 0 | 0 |
| Joby Aviation Inc | 普通股 | G65163100 | 113 | 22492 | 股 | DFND | 22492 | 0 | 0 |
| Keycorp | 普通股 | 493267108 | 9780 | 583900 | 股 | DFND | 583900 | 0 | 0 |
| Kinder Morgan Inc Del | 普通股 | 49456B101 | 57699 | 2612000 | 股 | DFND | 2612000 | 0 | 0 |
| M & T Bk Corp | 普通股 | 55261F104 | 10010 | 56200 | 股 | DFND | 56200 | 0 | 0 |
| Mercadolibre Inc | 普通股 | 58733R102 | 98720 | 48110 | 股 | DFND | 48110 | 0 | 0 |
| Microsoft Corp | 普通股 | 594918104 | 18544 | 43095 | 股 | DFND | 43095 | 0 | 0 |
| Mid-Amer Apt Cmntys Inc | 普通股 | 59522J103 | 37933 | 238720 | 股 | DFND | 238720 | 0 | 0 |
| Natera Inc | 普通股 | 632307104 | 452812 | 3566850 | 股 | DFND | 3566850 | 0 | 0 |
| Newamsterdam Pharma Company | 普通股 | N62509109 | 4773 | 287535 | 股 | DFND | 287535 | 0 | 0 |
| Nurix Therapeutics Inc | 普通股 | 67080M103 | 993 | 44200 | 股 | DFND | 44200 | 0 | 0 |
| Nvent Electric Plc | 股份 | G6700G107 | 31692 | 451065 | 股 | DFND | 451065 | 0 | 0 |
| Palantir Technologies Inc | A 类普通股 | 69608A108 | 1552 | 41710 | 股 | DFND | 41710 | 0 | 0 |
| Palo Alto Networks Inc | 普通股 | 697435105 | 14941 | 43712 | 股 | DFND | 43712 | 0 | 0 |
| Philip Morris Intl Inc | 普通股 | 718172109 | 137745 | 1134635 | 股 | DFND | 1134635 | 0 | 0 |
| Philip Morris Intl Inc | 普通股 | 718172109 | 57325 | 472200 | 股 | DFND | 472200 | 0 | 0 |
| Seagate Technology Hldngs Pl | 普通股 | G7997R103 | 179670 | 1640369 | 股 | DFND | 1640369 | 0 | 0 |
| Seagate Technology Hldngs Pl | 普通股 | G7997R103 | 28806 | 263000 | 股 | DFND | 263000 | 0 | 0 |
| Silence Therapeutics Plc | 美国存托凭证 | 82686Q101 | 7043 | 387400 | 股 | DFND | 387400 | 0 | 0 |
| Spdr Ser Tr | S&P 地区银行 ETF | 78464A698 | 116218 | 2053323 | 股 | DFND | 2053323 | 0 | 0 |
| Springworks Therapeutics Inc | 普通股 | 85205L107 | 22590 | 705066 | 股 | DFND | 705066 | 0 | 0 |
| Starbucks Corp | 普通股 | 855244109 | 5099 | 52305 | 股 | DFND | 52305 | 0 | 0 |
| Taiwan Semiconductor Mfg Ltd | 美国存托凭证 | 874039100 | 9961 | 57355 | 股 | DFND | 57355 | 0 | 0 |
| Tc Energy Corp | 普通股 | 87807B107 | 5485 | 115400 | 股 | DFND | 115400 | 0 | 0 |
| Teck Resources Ltd | B 类普通股 | 878742204 | 53133 | 1017085 | 股 | DFND | 1017085 | 0 | 0 |
| Terawulf Inc | 普通股 | 88080T104 | 13780 | 2944451 | 股 | DFND | 2944451 | 0 | 0 |
| Teva Pharmaceutical Inds Ltd | 美国存托凭证 | 881624209 | 25732 | 1427950 | 股 | DFND | 1427950 | 0 | 0 |
| Tpg Inc | A 类普通股 | 872657101 | 12519 | 217500 | 股 | DFND | 217500 | 0 | 0 |
| Trisalus Life Sciences Inc | 普通股 | 89680M101 | 1968 | 426921 | 股 | DFND | 426921 | 0 | 0 |
| Truist Finl Corp | 普通股 | 89832Q109 | 9987 | 233500 | 股 | DFND | 233500 | 0 | 0 |
| Ultragenyx Pharmaceutical In | 普通股 | 90400D108 | 4746 | 85445 | 股 | DFND | 85445 | 0 | 0 |
| United States Stl Corp | 新普通股 | 912909108 | 23427 | 663090 | 股 | DFND | 663090 | 0 | 0 |
| Us Bancorp Del | 新普通股 | 902973304 | 9942 | 217400 | 股 | DFND | 217400 | 0 | 0 |
| Vaxcyte Inc | 普通股 | 92243G108 | 4910 | 42965 | 股 | DFND | 42965 | 0 | 0 |
| Verona Pharma Plc | 美国存托凭证 | 925050106 | 19738 | 686045 | 股 | DFND | 686045 | 0 | 0 |
| Vistra Corp | 普通股 | 92840M102 | 46391 | 391355 | 股 | DFND | 391355 | 0 | 0 |
| Wabtec | 普通股 | 929740108 | 32655 | 179650 | 股 | DFND | 179650 | 0 | 0 |
| Western Digital Corp. | 普通股 | 958102105 | 4876 | 71405 | 股 | DFND | 71405 | 0 | 0 |
| Woodward Inc | 普通股 | 980745103 | 181409 | 1057715 | 股 | DFND | 1057715 | 0 | 0 |
| Xpo Inc | 普通股 | 983793100 | 4999 | 46500 | 股 | DFND | 46500 | 0 | 0 |
| Ypf Sociedad Anonima | D 类美国存托凭证 | 984245100 | 9122 | 430100 | 股 | DFND | 430100 | 0 | 0 |
| Zoominfo Technologies Inc | 普通股 | 98980F104 | 22092 | 2140726 | 股 | DFND | 2140726 | 0 | 0 |
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<infoTable><nameOfIssuer>Keycorp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>493267108</cusip> <value>9780</value> <shrsOrPrnAmt><sshPrnamt>583900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>583900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Kinder Morgan Inc Del</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>49456B101</cusip> <value>57699</value> <shrsOrPrnAmt><sshPrnamt>2612000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2612000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>M & T Bk Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>55261F104</cusip> <value>10010</value> <shrsOrPrnAmt><sshPrnamt>56200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>56200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mercadolibre Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>58733R102</cusip> <value>98720</value> <shrsOrPrnAmt><sshPrnamt>48110</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>48110</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>18544</value> <shrsOrPrnAmt><sshPrnamt>43095</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>43095</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mid-Amer Apt Cmntys Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>59522J103</cusip> <value>37933</value> <shrsOrPrnAmt><sshPrnamt>238720</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>238720</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Natera Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>632307104</cusip> <value>452812</value> <shrsOrPrnAmt><sshPrnamt>3566850</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3566850</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Newamsterdam Pharma Company</nameOfIssuer> <titleOfClass>ORDINARY SHARES</titleOfClass> <cusip>N62509109</cusip> <value>4773</value> <shrsOrPrnAmt><sshPrnamt>287535</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>287535</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nurix Therapeutics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67080M103</cusip> <value>993</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>Nvent Electric Plc</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G6700G107</cusip> <value>31692</value> <shrsOrPrnAmt><sshPrnamt>451065</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>451065</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palantir Technologies Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>69608A108</cusip> 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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Philip Morris Intl Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>718172109</cusip> <value>57325</value> <shrsOrPrnAmt><sshPrnamt>472200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>472200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Seagate Technology Hldngs Pl</nameOfIssuer> <titleOfClass>ORD SHS</titleOfClass> <cusip>G7997R103</cusip> <value>179670</value> <shrsOrPrnAmt><sshPrnamt>1640369</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1640369</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Seagate Technology Hldngs Pl</nameOfIssuer> <titleOfClass>ORD SHS</titleOfClass> <cusip>G7997R103</cusip> <value>28806</value> <shrsOrPrnAmt><sshPrnamt>263000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>263000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Silence Therapeutics Plc</nameOfIssuer> <titleOfClass>ADS</titleOfClass> <cusip>82686Q101</cusip> <value>7043</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>Spdr Ser Tr</nameOfIssuer> <titleOfClass>S&P REGL BKG</titleOfClass> <cusip>78464A698</cusip> <value>116218</value> <shrsOrPrnAmt><sshPrnamt>2053323</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2053323</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Springworks Therapeutics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>85205L107</cusip> <value>22590</value> <shrsOrPrnAmt><sshPrnamt>705066</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>705066</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Starbucks Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>855244109</cusip> <value>5099</value> <shrsOrPrnAmt><sshPrnamt>52305</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>52305</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Taiwan Semiconductor Mfg Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>874039100</cusip> <value>9961</value> 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<infoTable><nameOfIssuer>Terawulf Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>88080T104</cusip> <value>13780</value> <shrsOrPrnAmt><sshPrnamt>2944451</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2944451</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Teva Pharmaceutical Inds Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>881624209</cusip> <value>25732</value> <shrsOrPrnAmt><sshPrnamt>1427950</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1427950</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Tpg Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>872657101</cusip> <value>12519</value> 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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ultragenyx Pharmaceutical In</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>90400D108</cusip> <value>4746</value> <shrsOrPrnAmt><sshPrnamt>85445</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>85445</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>United States Stl Corp</nameOfIssuer> <titleOfClass>NEW COM</titleOfClass> <cusip>912909108</cusip> <value>23427</value> <shrsOrPrnAmt><sshPrnamt>663090</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>663090</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Us Bancorp Del</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>902973304</cusip> <value>9942</value> 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