News + Filings Holdings
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Duquesne Family Office LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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MICROSOFT CORP
| MSFT | Common | 828,960 | 828,960 | 282,294,000 | 282,294,000 | 9.82 | 0.01 |
Hist
| 06/30/2023 |
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NEWS CORP
| NWSA | CL A | 4,524,525 | 4,524,525 | 88,228,000 | 88,228,000 | 3.07 | |
Hist
| 06/30/2023 |
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GENERAL ELECTRIC CO
| GE | Stock | 736,095 | 736,095 | 80,860,000 | 80,860,000 | 2.81 | 0.07 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 486,190 | 486,190 | 49,066,000 | 49,066,000 | 1.71 | |
Hist
| 06/30/2023 |
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IQVIA HOLDINGS INC.
| IQV | COM | 198,760 | 198,760 | 44,675,000 | 44,675,000 | 1.55 | |
Hist
| 06/30/2023 |
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Builders FirstSource, Inc.
| BLDR | Common | 310,300 | 310,300 | 42,201,000 | 42,201,000 | 1.47 | 0.22 |
Hist
| 06/30/2023 |
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PTC INC.
| PTC | COM | 273,434 | 273,434 | 38,910,000 | 38,910,000 | 1.35 | 0.23 |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 271,265 | 271,265 | 32,305,000 | 32,305,000 | 1.12 | 0.01 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 218,380 | 218,380 | 28,468,000 | 28,468,000 | 0.99 | |
Hist
| 06/30/2023 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 525,050 | 525,050 | 21,039,000 | 21,039,000 | 0.73 | 0.31 |
Hist
| 06/30/2023 |
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WESCO INTERNATIONAL INC
| WCC | Common | 116,900 | 116,900 | 20,932,000 | 20,932,000 | 0.73 | |
Hist
| 06/30/2023 |
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SKECHERS USA INC
| SKX | CL A | 371,125 | 371,125 | 19,543,000 | 19,543,000 | 0.68 | |
Hist
| 06/30/2023 |
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Marvell Technology, Inc.
| MRVL | COMMON STOCK | 314,320 | 314,320 | 18,790,000 | 18,790,000 | 0.65 | 0.04 |
Hist
| 06/30/2023 |
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CADENCE DESIGN SYSTEMS INC
| CDNS | Common | 75,395 | 75,395 | 17,682,000 | 17,682,000 | 0.62 | |
Hist
| 06/30/2023 |
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DoorDash, Inc.
| DASH | COM | 206,900 | 206,900 | 15,811,000 | 15,811,000 | 0.55 | |
Hist
| 06/30/2023 |
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UBS Group AG
| UBS | SHS | 759,500 | 759,500 | 15,370,000 | 15,370,000 | 0.53 | |
Hist
| 06/30/2023 |
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Arista Networks, Inc.
| ANET | Common | 93,980 | 93,980 | 15,230,000 | 15,230,000 | 0.53 | |
Hist
| 06/30/2023 |
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NEWS CORP
| NWS | CL B | 730,700 | 730,700 | 14,409,000 | 14,409,000 | 0.50 | |
Hist
| 06/30/2023 |
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MICRON TECHNOLOGY INC
| MU | Common | 222,200 | 222,200 | 14,023,000 | 14,023,000 | 0.49 | 0.02 |
Hist
| 06/30/2023 |
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Warby Parker Inc.
| WRBY | Common | 1,064,139 | 1,064,139 | 12,440,000 | 12,440,000 | 0.43 | |
Hist
| 06/30/2023 |
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CHARTER COMMUNICATIONS, INC. /MO/
| CHTR | COM | 29,500 | 29,500 | 10,837,000 | 10,837,000 | 0.38 | |
Hist
| 06/30/2023 |
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VORNADO REALTY TRUST
| VNO | SH BEN INT | 594,400 | 594,400 | 10,782,000 | 10,782,000 | 0.38 | |
Hist
| 06/30/2023 |
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WORLD WRESTLING ENTERTAINMENTINC
| WWE | CLA | 98,365 | 98,365 | 10,670,000 | 10,670,000 | 0.37 | |
Hist
| 06/30/2023 |
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ILLUMINA, INC.
| ILMN | Common | 54,885 | 54,885 | 10,290,000 | 10,290,000 | 0.36 | |
Hist
| 06/30/2023 |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Stock | 123,600 | 123,600 | 9,986,000 | 9,986,000 | 0.35 | 0.01 |
Hist
| 06/30/2023 |
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FULLER H B CO
| FUL | Common | 75,500 | 75,500 | 5,399,000 | 5,399,000 | 0.19 | 0.14 |
Hist
| 06/30/2023 |
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CARLISLE COMPANIES INC
| CSL | Common | 20,800 | 20,800 | 5,336,000 | 5,336,000 | 0.19 | 0.04 |
Hist
| 06/30/2023 |
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RPM INTERNATIONAL INC/DE/
| RPM | Common | 59,000 | 59,000 | 5,294,000 | 5,294,000 | 0.18 | 0.05 |
Hist
| 06/30/2023 |
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JACOBS SOLUTIONS INC.
| J | COM | 43,400 | 43,400 | 5,160,000 | 5,160,000 | 0.18 | 0.03 |
Hist
| 06/30/2023 |
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FIRST SOLAR, INC.
| FSLR | Common | 24,725 | 24,725 | 4,700,000 | 4,700,000 | 0.16 | |
Hist
| 06/30/2023 |
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Grove Collaborative Holdings, Inc.
| GROV | COM CL A | 196,571 | 196,571 | 348,000 | 348,000 | 0.01 | |
Hist
| 06/30/2023 |
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