单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
Duquesne Family Office LLC
杜肯家族办公室（德鲁肯米勒）宏观SEC EDGAR 13F-HR · 2026-10-19SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
95
申报总市值
$5.2M
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | Natera Inc | $865K | 3.2M | 16.60% |
| 2 | Taiwan Semiconductor Manufac | $282K | 590K | 5.40% |
| 3 | Stmicroelectronics N V | $232K | 3.1M | 4.46% |
| 4 | Invesco Exchange Traded Fd T看涨期权 | $175K | 821K | 3.35% |
| 5 | Insmed Inc | $152K | 1.4M | 2.92% |
| 6 | Ishares Inc看涨期权 | $146K | 4.2M | 2.80% |
| 7 | Insmed Inc看涨期权 | $144K | 1.4M | 2.76% |
| 8 | Ypf Sociedad Anonima | $143K | 3.1M | 2.74% |
| 9 | Amazon Com Inc | $129K | 542K | 2.48% |
| 10 | Bbb Foods Inc | $121K | 2.9M | 2.32% |
| 11 | Alphabet Inc | $120K | 336K | 2.31% |
| 12 | Ishares Inc | $119K | 3.4M | 2.28% |
| 13 | Seagate Technology Hldngs Pl | $118K | 122K | 2.26% |
| 14 | Fox Corp | $115K | 2.2M | 2.21% |
| 15 | Amazon Com Inc看涨期权 | $109K | 459K | 2.10% |
| 16 | United Airls Hldgs Inc | $108K | 795K | 2.07% |
| 17 | Sea Ltd | $105K | 1.1M | 2.02% |
| 18 | Cdw Corp | $105K | 744K | 2.01% |
| 19 | Newamsterdam Pharma Company | $104K | 3.1M | 2.00% |
| 20 | Ishares Tr看涨期权 | $99K | 330K | 1.90% |
| 21 | Sandisk Corp | $79K | 35K | 1.52% |
| 22 | Revolution Medicines Inc | $75K | 400K | 1.44% |
| 23 | State Str Spdr S&P 500 Etf T看涨期权 | $67K | 90K | 1.29% |
| 24 | Bitdeer Technologies Group | $65K | 4.1M | 1.24% |
| 25 | Crh Plc | $59K | 554K | 1.14% |
| 26 | Delta Air Lines Inc | $56K | 603K | 1.08% |
| 27 | Tesla Inc看涨期权 | $53K | 126K | 1.02% |
| 28 | Fluor Corp | $51K | 982K | 0.99% |
| 29 | D R Horton Inc | $49K | 299K | 0.93% |
| 30 | Coupang Inc | $46K | 2.7M | 0.89% |
| 31 | Advanced Micro Devices Inc | $42K | 73K | 0.81% |
| 32 | Palo Alto Networks Inc | $40K | 117K | 0.76% |
| 33 | Cleveland-Cliffs Inc New | $40K | 4.2M | 0.76% |
| 34 | Hut 8 Corp | $36K | 314K | 0.70% |
| 35 | Cdw Corp看涨期权 | $35K | 250K | 0.67% |
| 36 | Caris Life Sciences Inc | $34K | 1.9M | 0.65% |
| 37 | Global X Fds | $30K | 329K | 0.58% |
| 38 | Fox Corp | $30K | 633K | 0.57% |
| 39 | Woodward Inc | $29K | 67K | 0.55% |
| 40 | Meta Platforms Inc看涨期权 | $28K | 50K | 0.54% |
| 41 | Nuvation Bio Inc | $26K | 4.5M | 0.49% |
| 42 | Protagonist Therapeutics Inc | $26K | 209K | 0.49% |
| 43 | Roku Inc | $25K | 184K | 0.49% |
| 44 | Cavco Inds Inc Del | $24K | 40K | 0.47% |
| 45 | Adma Biologics Inc | $23K | 2.8M | 0.45% |
| 46 | Hyperliquid Strategies Inc | $23K | 2.9M | 0.44% |
| 47 | Rambus Inc Del | $23K | 173K | 0.44% |
| 48 | Rhythm Pharmaceuticals Inc | $23K | 204K | 0.43% |
| 49 | Champion Homes Inc | $22K | 254K | 0.43% |
| 50 | Daktronics Inc | $22K | 1.1M | 0.42% |
前 6 大集中度 · 40%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。