| Stock | Value | Weight | Shares | Change |
|---|---|---|---|---|
| NTRA Natera Inc · COM | $864.9M | 16.6% | 3.19M | +4.0% |
| TSM Taiwan Semiconductor Manufac · SPONSORED ADS | $281.6M | 5.40% | 589.68K | +19% |
| STM Stmicroelectronics N V · NY REGISTRY | $232.4M | 4.46% | 3.10M | +19% |
| RSP Invesco Exchange Traded Fd T · S&P500 EQL WGT · Call options | $174.7M | 3.35% | 821.00K | — |
| INSM Insmed Inc · COM PAR $.01 | $151.9M | 2.92% | 1.42M | +23% |
| EWZ Ishares Inc · MSCI BRAZIL ETF · Call options | $145.9M | 2.80% | 4.23M | — |
| INSM Insmed Inc · COM PAR $.01 · Call options | $143.9M | 2.76% | 1.35M | New |
| YPF Ypf Sociedad Anonima · SPON ADR CL D | $142.7M | 2.74% | 3.14M | −3.0% |
| AMZN Amazon Com Inc · COM | $129.1M | 2.48% | 541.60K | +11× |
| TBBB Bbb Foods Inc · CL A COM | $120.9M | 2.32% | 2.90M | −6.7% |
| GOOGL Alphabet Inc · CAP STK CL A | $120.2M | 2.31% | 336.30K | New |
| EWZ Ishares Inc · MSCI BRAZIL ETF | $118.5M | 2.28% | 3.44M | — |
| STX Seagate Technology Hldngs Pl · ORD SHS | $117.7M | 2.26% | 122.00K | +141% |
| FOXA Fox Corp · CL A COM | $115.0M | 2.21% | 2.20M | New |
| AMZN Amazon Com Inc · COM · Call options | $109.5M | 2.10% | 459.30K | +130% |
| UAL United Airls Hldgs Inc · COM | $108.1M | 2.07% | 794.79K | +203% |
| SE Sea Ltd · SPONSORD ADS | $105.4M | 2.02% | 1.10M | — |
| CDW Cdw Corp · COM | $104.6M | 2.01% | 743.95K | New |
| NAMS Newamsterdam Pharma Company · ORDINARY SHARES | $104.0M | 2.00% | 3.07M | — |
| IWM Ishares Tr · RUSSELL 2000 ETF · Call options | $99.1M | 1.90% | 330.00K | +318% |
| SNDK Sandisk Corp · COM | $79.4M | 1.52% | 34.90K | −8.5% |
| RVMD Revolution Medicines Inc · COM | $74.8M | 1.44% | 399.59K | +27% |
| SPY State Str Spdr S&P 500 Etf T · TR UNIT · Call options | $67.2M | 1.29% | 90.00K | — |
| BTDR Bitdeer Technologies Group · CL A ORD SHS | $64.7M | 1.24% | 4.07M | New |
| CRH Crh Plc · ORD | $59.2M | 1.14% | 553.55K | +47% |
| DAL Delta Air Lines Inc · COM NEW | $56.5M | 1.08% | 603.00K | New |
| TSLA Tesla Inc · COM · Call options | $53.0M | 1.02% | 126.00K | New |
| FLR Fluor Corp · COM | $51.5M | 0.99% | 982.20K | New |
| DHI D R Horton Inc · COM | $48.7M | 0.93% | 299.00K | New |
| CPNG Coupang Inc · CL A | $46.3M | 0.89% | 2.67M | — |
| AMD Advanced Micro Devices Inc · COM | $42.3M | 0.81% | 72.90K | New |
| PANW Palo Alto Networks Inc · COM | $39.8M | 0.76% | 116.65K | New |
| CLF Cleveland-Cliffs Inc New · COM | $39.6M | 0.76% | 4.22M | +82% |
| HUT Hut 8 Corp · COM | $36.3M | 0.70% | 314.15K | New |
| CDW Cdw Corp · COM · Call options | $35.2M | 0.67% | 250.00K | New |
| CAI Caris Life Sciences Inc · COM | $33.8M | 0.65% | 1.89M | — |
| ARGT Global X Fds · GB MSCI AR ETF | $30.0M | 0.58% | 328.80K | −15% |
| FOX Fox Corp · CL B COM | $29.6M | 0.57% | 632.60K | New |
| WWD Woodward Inc · COM | $28.6M | 0.55% | 67.19K | −68% |
| META Meta Platforms Inc · CL A · Call options | $28.2M | 0.54% | 50.00K | New |
| NUVB Nuvation Bio Inc · COM CL A | $25.8M | 0.49% | 4.54M | — |
| PTGX Protagonist Therapeutics Inc · COM | $25.6M | 0.49% | 208.90K | +31% |
| ROKU Roku Inc · COM CL A | $25.4M | 0.49% | 184.06K | −75% |
| CVCO Cavco Inds Inc Del · COM | $24.3M | 0.47% | 39.50K | New |
| ADMA Adma Biologics Inc · COM | $23.3M | 0.45% | 2.78M | +80% |
| PURR Hyperliquid Strategies Inc · COM | $23.1M | 0.44% | 2.94M | New |
| RMBS Rambus Inc Del · COM | $23.0M | 0.44% | 173.00K | New |
| RYTM Rhythm Pharmaceuticals Inc · COM | $22.6M | 0.43% | 203.62K | New |
| SKY Champion Homes Inc · COM | $22.4M | 0.43% | 254.40K | New |
| DAKT Daktronics Inc · COM | $22.0M | 0.42% | 1.12M | +100% |
| PCT Purecycle Technologies Inc · COM | $21.7M | 0.42% | 2.68M | +178% |
| SCCO Southern Copper Corp · COM | $21.4M | 0.41% | 123.06K | +1.0% |
| LIN Linde Plc · SHS | $21.4M | 0.41% | 41.20K | — |
| ENTG Entegris Inc · COM | $21.3M | 0.41% | 118.30K | New |
| TEVA Teva Pharmaceutical Inds Ltd · SPONSORED ADS | $21.2M | 0.41% | 625.00K | −74% |
| U Unity Software Inc · COM | $21.1M | 0.41% | 738.78K | — |
| AEVA Aeva Technologies Inc · COM NEW | $20.7M | 0.40% | 720.17K | New |
| RIOT Riot Platforms Inc · COM | $20.7M | 0.40% | 754.80K | New |
| Q Qnity Electronics Inc · COMMON STOCK | $20.5M | 0.39% | 125.66K | — |
| EQIX Equinix Inc · COM | $19.2M | 0.37% | 18.45K | New |
| LRCX Lam Research Corp · COM NEW | $18.9M | 0.36% | 43.60K | New |
| DFTX Definium Therapeutics Inc · COM SHS | $16.8M | 0.32% | 356.60K | New |
| BLTE Belite Bio Inc Sponsored · ADS | $16.3M | 0.31% | 106.10K | — |
| RSP Invesco Exchange Traded Fd T · S&P500 EQL WGT | $15.8M | 0.30% | 74.40K | New |
| TXG 10X Genomics Inc · CL A COM | $15.5M | 0.30% | 403.10K | New |
| WAB Wabtec · COM | $15.3M | 0.29% | 56.59K | −40% |
| LLY Eli Lilly & Co · COM | $14.8M | 0.28% | 12.38K | New |
| XENE Xenon Pharmaceuticals Inc · COM | $14.4M | 0.28% | 238.60K | — |
| OLMA Olema Pharmaceuticals Inc · COM | $12.3M | 0.24% | 986.83K | — |
| RGEN Repligen Corp · COM | $10.6M | 0.20% | 77.40K | New |
| RKT Rocket Cos Inc · COM CL A | $10.3M | 0.20% | 652.22K | New |
| BIDU Baidu Inc · SPON ADR REP A | $10.1M | 0.19% | 88.20K | New |
| ARM Arm Holdings Plc · SPONSORED ADS | $10.0M | 0.19% | 28.09K | −74% |
| CVNA Carvana Co · CL A | $9.9M | 0.19% | 151.00K | New |
| RDDT Reddit Inc · CL A | $9.8M | 0.19% | 56.55K | New |
| AA Alcoa Corp · COM | $9.7M | 0.19% | 185.64K | −88% |
| TMO Thermo Fisher Scientific Inc · COM | $9.6M | 0.18% | 19.20K | New |
| DHR Danaher Corp Del · COM | $9.6M | 0.18% | 50.30K | New |
| FFIV F5 Inc · COM | $9.2M | 0.18% | 22.00K | New |
| VIST Vista Energy S.A.B. De C.V. · SPONSORED ADS | $8.6M | 0.16% | 134.70K | — |
| SKE Skeena Res Ltd New · COM | $8.0M | 0.15% | 300.20K | New |
| JBS Jbs N.V. · CL A SHS | $7.8M | 0.15% | 655.90K | — |
| GLUE Monte Rosa Therapeutics Inc · COM | $7.2M | 0.14% | 297.60K | New |
| RLAY Relay Therapeutics Inc · COM | $6.5M | 0.13% | 349.00K | New |
| DBVT Dbv Technologies S A Sponsored · ADS | $6.3M | 0.12% | 383.36K | — |
| CCC Ccc Intelligent Solutions Hl · COM | $6.0M | 0.12% | 1.17M | New |
| UWMC Uwm Holdings Corporation · COM CL A | $5.9M | 0.11% | 2.58M | New |
| NVTS Navitas Semiconductor Corp · COM | $5.6M | 0.11% | 311.10K | New |
| SOLS Solstice Advanced Matls Inc · COM SHS | $5.5M | 0.11% | 62.52K | — |
| FTAI Ftai Aviation Ltd · SHS | $5.5M | 0.10% | 20.20K | New |
| BEAM Beam Therapeutics Inc · COM | $5.3M | 0.10% | 153.60K | New |
| AUR Aurora Innovation Inc · CLASS A COM | $4.3M | 0.08% | 633.70K | New |
| IREN Iren Limited · ORDINARY SHARES | $4.0M | 0.08% | 87.10K | New |
| GGAL Grupo Financiero Galicia S.A · SPONSORED ADR | $3.0M | 0.06% | 59.50K | New |
| WVE Wave Life Sciences Ltd · SHS | $1.0M | 0.02% | 173.00K | — |
From Duquesne Family Office LLC's Form 13F-HR. Values are as reported for Jun 30, 2026, not today; a 13F shows long positions in US-listed securities and options only, up to 45 days late.