杜肯家族办公室有限责任公司—13F-HR表格,截至2024-12-31的持仓
Duquesne Family Office LLC(杜肯家族办公室)
地址:纽约市西 57 街 40 号,25 层,邮编 10019
报告类型:13F 持股报告
13F 文件编号:028-14660
报告期:2024 年 12 月 31 日
是否为修正文件:否
签名人:Sue Meng(法律总顾问)
签字日期:2025 年 2 月 14 日
其他管理人数量:0
表格条目总数:78
表格市值总额:3,722,948(千美元)
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| 发行人名称 | 证券类别 | CUSIP | 价值(单位:千美元) | 持股数量 | 数量单位 | 投资决策 | 投票权 - 独有 | 投票权 - 共享 | 投票权 - 无 |
|---|---|---|---|---|---|---|---|---|---|
| Alphabet Inc | CAP STK CL A | 02079K305 | 14516 | 76680 | SH | DFND | 76680 | 0 | 0 |
| Amazon Com Inc | COM | 023135106 | 72048 | 328400 | SH | DFND | 328400 | 0 | 0 |
| American Airl | S GROUP INC COM | 02376R102 | 16034 | 919928 | SH | DFND | 919928 | 0 | 0 |
| American Airl | S GROUP INC COM | 02376R102 | 44856 | 2573500 | SH | DFND | 2573500 | 0 | 0 |
| Ameris Bancorp | COM | 03076K108 | 9636 | 154000 | SH | DFND | 154000 | 0 | 0 |
| Arcellx Inc | COMMON STOCK | 03940C100 | 5683 | 74100 | SH | DFND | 74100 | 0 | 0 |
| Arm Holdings Plc | SPONSORED ADS | 042068205 | 22007 | 178394 | SH | DFND | 178394 | 0 | 0 |
| Ascendis Pharma A/S | SPONSORED ADR | 04351P101 | 36488 | 265040 | SH | DFND | 265040 | 0 | 0 |
| Banco Macro Sa | SPON ADR B | 05961W105 | 46970 | 485430 | SH | DFND | 485430 | 0 | 0 |
| Barclays Plc | ADR | 06738E204 | 42353 | 3186855 | SH | DFND | 3186855 | 0 | 0 |
| Brookfield Corp | CL A LTD VT SH | 11271J107 | 35057 | 610225 | SH | DFND | 610225 | 0 | 0 |
| Bwx Technologies Inc | COM | 05605H100 | 33325 | 299171 | SH | DFND | 299171 | 0 | 0 |
| Citigroup Inc | COM NEW | 172967424 | 5114 | 72655 | SH | DFND | 72655 | 0 | 0 |
| Coherent Corp | COM | 19247G107 | 267227 | 2820930 | SH | DFND | 2820930 | 0 | 0 |
| Coupang Inc | CL A | 22266T109 | 195680 | 8902649 | SH | DFND | 8902649 | 0 | 0 |
| Crinetics Pharmaceuticals In | COM | 22663K107 | 6274 | 122700 | SH | DFND | 122700 | 0 | 0 |
| Daktronics Inc | COM | 234264109 | 44259 | 2625105 | SH | DFND | 2625105 | 0 | 0 |
| Delta Air Lines Inc Del | COM NEW | 247361702 | 49473 | 817740 | SH | DFND | 817740 | 0 | 0 |
| Delta Air Lines Inc Del | COM NEW | 247361702 | 57445 | 949500 | SH | DFND | 949500 | 0 | 0 |
| Discover Finl Svcs | COM | 254709108 | 25460 | 146970 | SH | DFND | 146970 | 0 | 0 |
| E L F Beauty Inc | COM | 26856L103 | 4683 | 37300 | SH | DFND | 37300 | 0 | 0 |
| Eli Lilly & Co | COM | 532457108 | 48011 | 62190 | SH | DFND | 62190 | 0 | 0 |
| First Ctzns Bancshares Inc N | CL A | 31946M103 | 10952 | 5183 | SH | DFND | 5183 | 0 | 0 |
| First Horizon Corporation | COM | 320517105 | 12481 | 619700 | SH | DFND | 619700 | 0 | 0 |
| Flex Ltd | ORD | Y2573F102 | 13394 | 348900 | SH | DFND | 348900 | 0 | 0 |
| Flutter Entmt Plc | SHS | G3643J108 | 4678 | 18100 | SH | DFND | 18100 | 0 | 0 |
| Freeport-Mcmoran Inc | CL B | 35671D857 | 28899 | 758905 | SH | DFND | 758905 | 0 | 0 |
| Ge Vernova Inc | COM | 36828A101 | 32811 | 99750 | SH | DFND | 99750 | 0 | 0 |
| Global X Fds | GB MSCI AR ETF | 37950E259 | 45369 | 548800 | SH | DFND | 548800 | 0 | 0 |
| Grupo Financiero Galicia S.A | SPONSORED ADR | 399909100 | 27961 | 448663 | SH | DFND | 448663 | 0 | 0 |
| Huntington Bancshares Inc | COM | 446150104 | 10920 | 671200 | SH | DFND | 671200 | 0 | 0 |
| Insmed Inc | COM PAR $.01 | 457669307 | 40973 | 593470 | SH | DFND | 593470 | 0 | 0 |
| Invivyd Inc | COM | 00534A102 | 253 | 571425 | SH | DFND | 571425 | 0 | 0 |
| Iqvia Hldgs Inc | COM | 46266C105 | 4225 | 21500 | SH | DFND | 21500 | 0 | 0 |
| Joby Aviation Inc | COMMON STOCK | G65163100 | 256 | 31489 | SH | DFND | 31489 | 0 | 0 |
| Keycorp | COM | 493267108 | 9033 | 527000 | SH | DFND | 527000 | 0 | 0 |
| Kinder Morgan Inc Del | COM | 49456B101 | 60973 | 2225300 | SH | DFND | 2225300 | 0 | 0 |
| Live Nation Entertainment In | COM | 538034109 | 10313 | 79635 | SH | DFND | 79635 | 0 | 0 |
| Mercadolibre Inc | COM | 58733R102 | 91356 | 53725 | SH | DFND | 53725 | 0 | 0 |
| Micron Technology Inc | COM | 595112103 | 34412 | 408885 | SH | DFND | 408885 | 0 | 0 |
| Mirion Technologies Inc | COM CL A | 60471A101 | 5980 | 342700 | SH | DFND | 342700 | 0 | 0 |
| Natera Inc | COM | 632307104 | 564632 | 3566850 | SH | DFND | 3566850 | 0 | 0 |
| Newamsterdam Pharma Company | ORDINARY SHARES | N62509109 | 7390 | 287535 | SH | DFND | 287535 | 0 | 0 |
| Nu Hldgs Ltd | ORD SHS CL A | G6683N103 | 4841 | 467255 | SH | DFND | 467255 | 0 | 0 |
| Nvent Electric Plc | SHS | G6700G107 | 30745 | 451065 | SH | DFND | 451065 | 0 | 0 |
| Palantir Technologies Inc | CL A | 69608A108 | 3155 | 41710 | SH | DFND | 41710 | 0 | 0 |
| Palo Alto Networks Inc | COM | 697435105 | 15908 | 87424 | SH | DFND | 87424 | 0 | 0 |
| Philip Morris Intl Inc | COM | 718172109 | 162744 | 1352255 | SH | DFND | 1352255 | 0 | 0 |
| Purecycle Technologies Inc | COM | 74623V103 | 16323 | 1592500 | SH | DFND | 1592500 | 0 | 0 |
| Seagate Technology Hldngs Pl | ORD SHS | G7997R103 | 134995 | 1564076 | SH | DFND | 1564076 | 0 | 0 |
| Seagate Technology Hldngs Pl | ORD SHS | G7997R103 | 43975 | 509500 | SH | DFND | 509500 | 0 | 0 |
| Skechers U S A Inc | CL A | 830566105 | 72272 | 1074840 | SH | DFND | 1074840 | 0 | 0 |
| Slm Corp | COM | 78442P106 | 69509 | 2520275 | SH | DFND | 2520275 | 0 | 0 |
| Spdr Ser Tr | S&P REGL BKG | 78464A698 | 33442 | 554138 | SH | DFND | 554138 | 0 | 0 |
| Springworks Therapeutics Inc | COM | 85205L107 | 31061 | 859694 | SH | DFND | 859694 | 0 | 0 |
| Sunrise Communications Ag Ads | CL A | 867975104 | 5736 | 133152 | SH | DFND | 133152 | 0 | 0 |
| Taiwan Semiconductor Mfg Ltd | SPONSORED ADS | 874039100 | 21233 | 107515 | SH | DFND | 107515 | 0 | 0 |
| Teck Resources Ltd | CL B | 878742204 | 17491 | 431545 | SH | DFND | 431545 | 0 | 0 |
| Terawulf Inc | COM | 88080T104 | 8333 | 1472225 | SH | DFND | 1472225 | 0 | 0 |
| Tesla Inc | COM | 88160R101 | 15215 | 37675 | SH | DFND | 37675 | 0 | 0 |
| Teva Pharmaceutical Inds Ltd | SPONSORED ADS | 881624209 | 198303 | 8997400 | SH | DFND | 8997400 | 0 | 0 |
| Trisalus Life Sciences Inc | COM | 89680M101 | 2139 | 426921 | SH | DFND | 426921 | 0 | 0 |
| Truist Finl Corp | COM | 89832Q109 | 10129 | 233500 | SH | DFND | 233500 | 0 | 0 |
| Ultragenyx Pharmaceutical In | COM | 90400D108 | 3595 | 85445 | SH | DFND | 85445 | 0 | 0 |
| United Airls Hldgs Inc | COM | 910047109 | 101353 | 1043805 | SH | DFND | 1043805 | 0 | 0 |
| United Airls Hldgs Inc | COM | 910047109 | 21945 | 226000 | SH | DFND | 226000 | 0 | 0 |
| United States Stl Corp | NEW COM | 912909108 | 54725 | 1610040 | SH | DFND | 1610040 | 0 | 0 |
| Us Bancorp Del | COM NEW | 902973304 | 24087 | 503595 | SH | DFND | 503595 | 0 | 0 |
| Vaxcyte Inc | COM | 92243G108 | 7062 | 86265 | SH | DFND | 86265 | 0 | 0 |
| Verona Pharma Plc | SPONSORED ADS | 925050106 | 41219 | 887580 | SH | DFND | 887580 | 0 | 0 |
| Vistra Corp | COM | 92840M102 | 39066 | 283355 | SH | DFND | 283355 | 0 | 0 |
| Wabtec | COM | 929740108 | 53097 | 280060 | SH | DFND | 280060 | 0 | 0 |
| Warner Bros Discovery Inc | COM SER A | 934423104 | 49231 | 4657650 | SH | DFND | 4657650 | 0 | 0 |
| Wells Fargo Co New | COM | 949746101 | 11035 | 157100 | SH | DFND | 157100 | 0 | 0 |
| Western Digital Corp | COM | 958102105 | 24875 | 417160 | SH | DFND | 417160 | 0 | 0 |
| Woodward Inc | COM | 980745103 | 203989 | 1225750 | SH | DFND | 1225750 | 0 | 0 |
| Ypf Sociedad Anonima | SPON ADR CL D | 984245100 | 71745 | 1687716 | SH | DFND | 1687716 | 0 | 0 |
| Zoominfo Technologies Inc | COMMON STOCK | 98980F104 | 18518 | 1761926 | SH | DFND | 1761926 | 0 | 0 |
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<infoTable><nameOfIssuer>First Ctzns Bancshares Inc N</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>31946M103</cusip> <value>10952</value> <shrsOrPrnAmt><sshPrnamt>5183</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>5183</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>First Horizon Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>320517105</cusip> <value>12481</value> <shrsOrPrnAmt><sshPrnamt>619700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>619700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Flex Ltd</nameOfIssuer> <titleOfClass>ORD</titleOfClass> <cusip>Y2573F102</cusip> <value>13394</value> <shrsOrPrnAmt><sshPrnamt>348900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>348900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Flutter Entmt Plc</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G3643J108</cusip> <value>4678</value> <shrsOrPrnAmt><sshPrnamt>18100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>18100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Freeport-Mcmoran Inc</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>35671D857</cusip> <value>28899</value> <shrsOrPrnAmt><sshPrnamt>758905</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>758905</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ge Vernova Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> 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<votingAuthority><Sole>448663</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Huntington Bancshares Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>446150104</cusip> <value>10920</value> <shrsOrPrnAmt><sshPrnamt>671200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>671200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Insmed Inc</nameOfIssuer> <titleOfClass>COM PAR $.01</titleOfClass> <cusip>457669307</cusip> <value>40973</value> <shrsOrPrnAmt><sshPrnamt>593470</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>593470</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Invivyd Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00534A102</cusip> <value>253</value> 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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mirion Technologies Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>60471A101</cusip> <value>5980</value> <shrsOrPrnAmt><sshPrnamt>342700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>342700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Natera Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>632307104</cusip> <value>564632</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>7390</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>Nu Hldgs Ltd</nameOfIssuer> <titleOfClass>ORD SHS CL A</titleOfClass> <cusip>G6683N103</cusip> <value>4841</value> <shrsOrPrnAmt><sshPrnamt>467255</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>467255</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nvent Electric Plc</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G6700G107</cusip> <value>30745</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> <value>3155</value> <shrsOrPrnAmt><sshPrnamt>41710</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>41710</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palo Alto Networks Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>697435105</cusip> <value>15908</value> <shrsOrPrnAmt><sshPrnamt>87424</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>87424</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Philip Morris Intl Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>718172109</cusip> <value>162744</value> 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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Seagate Technology Hldngs Pl</nameOfIssuer> <titleOfClass>ORD SHS</titleOfClass> <cusip>G7997R103</cusip> <value>43975</value> <shrsOrPrnAmt><sshPrnamt>509500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>509500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Skechers U S A Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>830566105</cusip> <value>72272</value> <shrsOrPrnAmt><sshPrnamt>1074840</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1074840</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Slm Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>78442P106</cusip> <value>69509</value> 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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sunrise Communications Ag Ads</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>867975104</cusip> <value>5736</value> <shrsOrPrnAmt><sshPrnamt>133152</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>133152</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Taiwan Semiconductor Mfg Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>874039100</cusip> <value>21233</value> <shrsOrPrnAmt><sshPrnamt>107515</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>107515</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Teck Resources Ltd</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>878742204</cusip> <value>17491</value> 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<infoTable><nameOfIssuer>Teva Pharmaceutical Inds Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>881624209</cusip> <value>198303</value> <shrsOrPrnAmt><sshPrnamt>8997400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>8997400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Trisalus Life Sciences Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>89680M101</cusip> <value>2139</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>Truist Finl Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>89832Q109</cusip> <value>10129</value> 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