杜肯家族办公室有限责任公司—13F-HR表格,截至2026-03-31的持仓

2026 · filing · 原文约 919 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

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:2026 年 3 月 31 日

封面

报告日历年度或季度:2026 年 3 月 31 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:2026 年 5 月 15 日

汇总页

其他一并申报的管理人数量:0

表内条目总数:70

表内价值合计:3,376,827(千美元)

<?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xsi:schemaLocation="http://www.sec.gov/edgar/thirteenffiler eis_13F_Filer.xsd" xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:ns1="http://www.sec.gov/edgar/common" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <!--Header Data--> <schemaVersion>X0202</schemaVersion> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <filer> <credentials> <cik>0001536411</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>03-31-2026</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>03-31-2026</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>05-15-2026</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>70</tableEntryTotal> <tableValueTotal>3376827</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>

发行人名称证券类型CUSIP市值(千美元)持股数量数量类型买卖方向投资决策权唯一投票权共享投票权无投票权
Adma Biologics Inc普通股000899104139261545610DFND154561000
Alcoa Corp普通股013872106990571493390DFND149339000
Almonty Inds Inc新普通股0203987076804469880DFND46988000
Amazon Com Inc普通股023135106953945800DFND4580000
Amazon Com Inc普通股02313510641654200000看涨期权DFND20000000
Arm Holdings Plc存托凭证04206820516142106700DFND10670000
Bbb Foods IncA 类普通股G0896C1031099723109202DFND310920200
Belite Bio Inc Sponsored存托凭证07782B10416917106100DFND10610000
Bloom Energy CorpA 类普通股09371210718470136320DFND13632000
Broadcom Inc普通股11135F10160650195955DFND19595500
Caris Life Sciences Inc普通股142152107338731894450DFND189445000
Celestica Inc普通股15101Q207937333275DFND3327500
Cleveland-Cliffs Inc New普通股185899101195492313455DFND231345500
Cloudflare IncA 类普通股18915M1071084052535DFND5253500
Coherent Corp普通股19247G107962440400DFND4040000
Coupang IncA 类股22266T109503622667485DFND266748500
Crh Plc普通股G2550810539689377555DFND37755500
Daktronics Inc普通股23426410911000562637DFND56263700
Dbv Technologies S A Sponsored存托凭证23306J3098008383363DFND38336300
Echostar CorpA 类股278768106711460765DFND6076500
Figure Technology SolutioA 类普通股349381103390571150415DFND115041500
Global X FdsMSCI 阿根廷 ETF37950E25936152387400DFND38740000
Humana Inc普通股44485910223842137505DFND13750500
Insmed Inc普通股(面值 0.01 美元)4576693071887171154090DFND115409000
Intel Corp普通股45814010018155411400DFND41140000
Invesco Exchange Traded Fd T标普 500 等权重 ETF46137V357157566821000看涨期权DFND82100000
Ishares IncMSCI 巴西 ETF4642864001319153436170DFND343617000
Ishares IncMSCI 巴西 ETF4642864001623134228000看涨期权DFND422800000
Ishares S&P Gsci Commodity-受益凭证单位46428R10720737643000DFND64300000
Ishares Tr罗素 2000 ETF4642876551959279000看涨期权DFND7900000
Jabil Inc普通股4663131032183582200DFND8220000
Jbs N.V.A 类股N4732M10311780655900DFND65590000
Lattice Semiconductor Corp普通股51841510429974323135DFND32313500
Linde Plc股票G549501032042541200DFND4120000
Lumentum Hldgs Inc普通股55024U10948936963DFND696300
Lyondellbasell Industries NvA 类股N5374510010588131435DFND13143500
Mercadolibre Inc普通股58733R10247822766DFND276600
Micron Technology Inc普通股595112103790523400DFND2340000
Natera Inc普通股6323071046126913063606DFND306360600
Newamsterdam Pharma Company普通股N62509109982753070146DFND307014600
Nuvation Bio IncA 类普通股67080N101194764539800DFND453980000
Olema Pharmaceuticals Inc普通股68062P10614714986827DFND98682700
Option Care Health Inc新普通股68404L201503011868550DFND186855000
Protagonist Therapeutics Inc普通股74366E10216832159700DFND15970000
Purecycle Technologies Inc普通股74623V1034999963189DFND96318900
Qnity Electronics Inc普通股74743L10014498125655DFND12565500
Restaurant Brands Intl Inc普通股76131D10333583454435DFND45443500
Revolution Medicines Inc普通股76155X10030717315860DFND31586000
Roku IncA 类普通股77543R10270983750190DFND75019000
Sandisk Corp普通股80004C2002424138155DFND3815500
Sea Ltd存托凭证81141R100910831099905DFND109990500
Seagate Technology Hldngs Pl普通股G7997R1031986250700DFND5070000
Solstice Advanced Matls Inc普通股83443Q103476262525DFND6252500
Southern Copper Corp普通股84265V10520964121843DFND12184300
State Str Spdr S&P 500 Etf T信托单位78462F1035853190000看涨期权DFND9000000
Stmicroelectronics N V纽约注册股票861012102902752612880DFND261288000
Stubhub Hldgs IncA 类股86384P10985311367177DFND136717700
Taiwan Semiconductor Manufac存托凭证874039100167380495280DFND49528000
Teva Pharmaceutical Inds Ltd存托凭证881624209716042377285DFND237728500
Twilio IncA 类股90138F10222869181760DFND18176000
Twist Bioscience Corp普通股90184D1009789206000DFND20600000
United Airls Hldgs Inc普通股91004710924168262495DFND26249500
Unity Software Inc普通股91332U10116209738785DFND73878500
Vista Energy S.A.B. De C.V.存托凭证92837L10910166134700DFND13470000
Wabtec普通股9297401082371594895DFND9489500
Wave Life Sciences Ltd股票Y953081051254173000DFND17300000
Westlake Corporation普通股960413102247621194DFND2119400
Woodward Inc普通股98074510375648211355DFND21135500
Xenon Pharmaceuticals Inc普通股98420N10513875238600DFND23860000
Ypf Sociedad AnonimaD 类存托凭证9842451001495663235962DFND323596200

<?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>Adma Biologics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>000899104</cusip> <value>13926</value> <shrsOrPrnAmt><sshPrnamt>1545610</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1545610</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alcoa Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>013872106</cusip> <value>99057</value> <shrsOrPrnAmt><sshPrnamt>1493390</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1493390</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Almonty Inds Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>020398707</cusip> <value>6804</value> <shrsOrPrnAmt><sshPrnamt>469880</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>469880</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Amazon Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>9539</value> <shrsOrPrnAmt><sshPrnamt>45800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>45800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Amazon Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>41654</value> <shrsOrPrnAmt><sshPrnamt>200000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>200000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Arm Holdings Plc</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>042068205</cusip> <value>16142</value> <shrsOrPrnAmt><sshPrnamt>106700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>106700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Bbb Foods Inc</nameOfIssuer> <titleOfClass>CL A COM</titleOfClass> <cusip>G0896C103</cusip> <value>109972</value> <shrsOrPrnAmt><sshPrnamt>3109202</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3109202</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Belite Bio Inc Sponsored</nameOfIssuer> <titleOfClass>ADS</titleOfClass> <cusip>07782B104</cusip> <value>16917</value> <shrsOrPrnAmt><sshPrnamt>106100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>106100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Bloom Energy Corp</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>093712107</cusip> <value>18470</value> <shrsOrPrnAmt><sshPrnamt>136320</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>136320</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Broadcom Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>11135F101</cusip> <value>60650</value> <shrsOrPrnAmt><sshPrnamt>195955</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>195955</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Caris Life Sciences Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>142152107</cusip> <value>33873</value> <shrsOrPrnAmt><sshPrnamt>1894450</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1894450</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Celestica Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>15101Q207</cusip> <value>9373</value> <shrsOrPrnAmt><sshPrnamt>33275</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>33275</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cleveland-Cliffs Inc New</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>185899101</cusip> <value>19549</value> <shrsOrPrnAmt><sshPrnamt>2313455</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2313455</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cloudflare Inc</nameOfIssuer> <titleOfClass>CL A COM</titleOfClass> <cusip>18915M107</cusip> <value>10840</value> <shrsOrPrnAmt><sshPrnamt>52535</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>52535</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Coherent Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>19247G107</cusip> <value>9624</value> <shrsOrPrnAmt><sshPrnamt>40400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>40400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Coupang Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>22266T109</cusip> <value>50362</value> <shrsOrPrnAmt><sshPrnamt>2667485</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2667485</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Crh Plc</nameOfIssuer> <titleOfClass>ORD</titleOfClass> <cusip>G25508105</cusip> <value>39689</value> <shrsOrPrnAmt><sshPrnamt>377555</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>377555</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Daktronics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>234264109</cusip> <value>11000</value> <shrsOrPrnAmt><sshPrnamt>562637</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>562637</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Dbv Technologies S A Sponsored</nameOfIssuer> <titleOfClass>ADS</titleOfClass> <cusip>23306J309</cusip> <value>8008</value> <shrsOrPrnAmt><sshPrnamt>383363</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>383363</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Echostar Corp</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>278768106</cusip> <value>7114</value> <shrsOrPrnAmt><sshPrnamt>60765</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>60765</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Figure Technology Solutio</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>349381103</cusip> <value>39057</value> <shrsOrPrnAmt><sshPrnamt>1150415</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1150415</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>36152</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>Humana Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>444859102</cusip> <value>23842</value> <shrsOrPrnAmt><sshPrnamt>137505</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>137505</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Insmed Inc</nameOfIssuer> <titleOfClass>COM PAR $.01</titleOfClass> <cusip>457669307</cusip> <value>188717</value> <shrsOrPrnAmt><sshPrnamt>1154090</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1154090</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Intel Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>458140100</cusip> <value>18155</value> <shrsOrPrnAmt><sshPrnamt>411400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>411400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Invesco Exchange Traded Fd T</nameOfIssuer> <titleOfClass>S&amp;P500 EQL WGT</titleOfClass> <cusip>46137V357</cusip> <value>157566</value> <shrsOrPrnAmt><sshPrnamt>821000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>821000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ishares Inc</nameOfIssuer> <titleOfClass>MSCI BRAZIL ETF</titleOfClass> <cusip>464286400</cusip> <value>131915</value> <shrsOrPrnAmt><sshPrnamt>3436170</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3436170</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ishares Inc</nameOfIssuer> <titleOfClass>MSCI BRAZIL ETF</titleOfClass> <cusip>464286400</cusip> <value>162313</value> <shrsOrPrnAmt><sshPrnamt>4228000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>4228000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ishares S&amp;P Gsci Commodity-</nameOfIssuer> <titleOfClass>UNIT BEN INT</titleOfClass> <cusip>46428R107</cusip> <value>20737</value> <shrsOrPrnAmt><sshPrnamt>643000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>643000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ishares Tr</nameOfIssuer> <titleOfClass>RUSSELL 2000 ETF</titleOfClass> <cusip>464287655</cusip> <value>19592</value> <shrsOrPrnAmt><sshPrnamt>79000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>79000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Jabil Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>466313103</cusip> <value>21835</value> <shrsOrPrnAmt><sshPrnamt>82200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>82200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Jbs N.V.</nameOfIssuer> <titleOfClass>CL A SHS</titleOfClass> <cusip>N4732M103</cusip> <value>11780</value> <shrsOrPrnAmt><sshPrnamt>655900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>655900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Lattice Semiconductor Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>518415104</cusip> <value>29974</value> <shrsOrPrnAmt><sshPrnamt>323135</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>323135</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Linde Plc</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G54950103</cusip> <value>20425</value> <shrsOrPrnAmt><sshPrnamt>41200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>41200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Lumentum Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>55024U109</cusip> <value>4893</value> <shrsOrPrnAmt><sshPrnamt>6963</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>6963</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Lyondellbasell Industries Nv</nameOfIssuer> <titleOfClass>SHS - A -</titleOfClass> <cusip>N53745100</cusip> <value>10588</value> <shrsOrPrnAmt><sshPrnamt>131435</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>131435</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mercadolibre Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>58733R102</cusip> <value>4782</value> <shrsOrPrnAmt><sshPrnamt>2766</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2766</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Micron Technology Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>595112103</cusip> <value>7905</value> <shrsOrPrnAmt><sshPrnamt>23400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>23400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Natera Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>632307104</cusip> <value>612691</value> <shrsOrPrnAmt><sshPrnamt>3063606</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3063606</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Newamsterdam Pharma Company</nameOfIssuer> <titleOfClass>ORDINARY SHARES</titleOfClass> <cusip>N62509109</cusip> <value>98275</value> <shrsOrPrnAmt><sshPrnamt>3070146</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3070146</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nuvation Bio Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>67080N101</cusip> <value>19476</value> <shrsOrPrnAmt><sshPrnamt>4539800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>4539800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Olema Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>68062P106</cusip> <value>14714</value> <shrsOrPrnAmt><sshPrnamt>986827</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>986827</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Option Care Health Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>68404L201</cusip> <value>50301</value> <shrsOrPrnAmt><sshPrnamt>1868550</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1868550</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Protagonist Therapeutics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>74366E102</cusip> <value>16832</value> <shrsOrPrnAmt><sshPrnamt>159700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>159700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Purecycle Technologies Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>74623V103</cusip> <value>4999</value> <shrsOrPrnAmt><sshPrnamt>963189</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>963189</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Qnity Electronics Inc</nameOfIssuer> <titleOfClass>COMMON STOCK</titleOfClass> <cusip>74743L100</cusip> <value>14498</value> <shrsOrPrnAmt><sshPrnamt>125655</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>125655</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Restaurant Brands Intl Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>76131D103</cusip> <value>33583</value> <shrsOrPrnAmt><sshPrnamt>454435</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>454435</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Revolution Medicines Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>76155X100</cusip> <value>30717</value> <shrsOrPrnAmt><sshPrnamt>315860</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>315860</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Roku Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>77543R102</cusip> <value>70983</value> <shrsOrPrnAmt><sshPrnamt>750190</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>750190</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sandisk Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>80004C200</cusip> <value>24241</value> <shrsOrPrnAmt><sshPrnamt>38155</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>38155</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sea Ltd</nameOfIssuer> <titleOfClass>SPONSORD ADS</titleOfClass> <cusip>81141R100</cusip> <value>91083</value> <shrsOrPrnAmt><sshPrnamt>1099905</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1099905</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Seagate Technology Hldngs Pl</nameOfIssuer> <titleOfClass>ORD SHS</titleOfClass> <cusip>G7997R103</cusip> <value>19862</value> <shrsOrPrnAmt><sshPrnamt>50700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>50700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Solstice Advanced Matls Inc</nameOfIssuer> <titleOfClass>COM SHS</titleOfClass> <cusip>83443Q103</cusip> <value>4762</value> <shrsOrPrnAmt><sshPrnamt>62525</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>62525</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Southern Copper Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>84265V105</cusip> <value>20964</value> <shrsOrPrnAmt><sshPrnamt>121843</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>121843</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>State Str Spdr S&amp;P 500 Etf T</nameOfIssuer> <titleOfClass>TR UNIT</titleOfClass> <cusip>78462F103</cusip> <value>58531</value> <shrsOrPrnAmt><sshPrnamt>90000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>90000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Stmicroelectronics N V</nameOfIssuer> <titleOfClass>NY REGISTRY</titleOfClass> <cusip>861012102</cusip> <value>90275</value> <shrsOrPrnAmt><sshPrnamt>2612880</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2612880</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Stubhub Hldgs Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>86384P109</cusip> <value>8531</value> <shrsOrPrnAmt><sshPrnamt>1367177</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1367177</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Taiwan Semiconductor Manufac</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>874039100</cusip> <value>167380</value> <shrsOrPrnAmt><sshPrnamt>495280</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>495280</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Teva Pharmaceutical Inds Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>881624209</cusip> <value>71604</value> <shrsOrPrnAmt><sshPrnamt>2377285</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2377285</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Twilio Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>90138F102</cusip> <value>22869</value> <shrsOrPrnAmt><sshPrnamt>181760</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>181760</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Twist Bioscience Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>90184D100</cusip> <value>9789</value> <shrsOrPrnAmt><sshPrnamt>206000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>206000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>United Airls Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>910047109</cusip> <value>24168</value> <shrsOrPrnAmt><sshPrnamt>262495</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>262495</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Unity Software Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>91332U101</cusip> <value>16209</value> <shrsOrPrnAmt><sshPrnamt>738785</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>738785</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vista Energy S.A.B. De C.V.</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>92837L109</cusip> <value>10166</value> <shrsOrPrnAmt><sshPrnamt>134700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>134700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Wabtec</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>929740108</cusip> <value>23715</value> <shrsOrPrnAmt><sshPrnamt>94895</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>94895</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Wave Life Sciences Ltd</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>Y95308105</cusip> <value>1254</value> <shrsOrPrnAmt><sshPrnamt>173000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>173000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Westlake Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>960413102</cusip> <value>2476</value> <shrsOrPrnAmt><sshPrnamt>21194</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>21194</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Woodward Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>980745103</cusip> <value>75648</value> <shrsOrPrnAmt><sshPrnamt>211355</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>211355</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Xenon Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>98420N105</cusip> <value>13875</value> <shrsOrPrnAmt><sshPrnamt>238600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>238600</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>149566</value> <shrsOrPrnAmt><sshPrnamt>3235962</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3235962</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>