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Portfolio (Quarterly) Guide ↗

Duquesne Family Office

· CIK 0001536411
13F Portfolio $3.4B AUM 70 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 31 New 13 Added 19 Reduced 23 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Dbv Technologies S A Sponsored 383,363.0 $8.0M 0.24% NEW $20.89
62 MU Micron Technology Inc Technology 23,400.0 $7.9M 0.23% NEW $337.82 +122.4%
63 SATS Echostar Corp Technology 60,765.0 $7.1M 0.21% $117.07 +24.8%
64 Almonty Inds Inc 469,880.0 $6.8M 0.20% $14.48
65 PCT Purecycle Technologies Inc Industrials 963,189.0 $5.0M 0.15% -1.9M -66.5% $5.19 +141.2%
66 LITE Lumentum Hldgs Inc Technology 6,963.0 $4.9M 0.14% NEW $702.71 +30.7%
67 MELI Mercadolibre Inc Consumer Cyclical 2,766.0 $4.8M 0.14% -44K -94.1% $1728.85 -10.8%
68 SOLS Solstice Advanced Matls Inc Basic Materials 62,525.0 $4.8M 0.14% NEW $76.16 +9.6%
69 WLK Westlake Corporation Basic Materials 21,194.0 $2.5M 0.07% NEW $116.83 -23.9%
70 WVE Wave Life Sciences Ltd Healthcare 173,000.0 $1.3M 0.04% $7.25 -9.6%
Page 4 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 45.4%
Technology 20.9%
Consumer Cyclical 7.7%
Basic Materials 7.2%
Energy 6.5%
Industrials 6.0%
Communication Services 3.8%
Financial Services 2.4%