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Duquesne(德魯肯米勒) Duquesne Family Office LLC · 13F · 2026-06-30 季末 · 申報 2026-08-14

申報規模 5.2M(上季 3.4M,+54.3%) · 95 個部位 · 前 60 大顯示如下。方塊大小 = 權重, = 本季加碼、 = 減碼、灰 = 不變或新進。

NTRA22.8% · +4%NTRA Natera Inc · 22.80% · 865K · 股數季變化 +4.0%TSM7.4% · +19%TSM 台積電 ADR · 7.42% · 282K · 股數季變化 +19.1%STM6.1% · +19%STM Stmicroelectronics N V · 6.13% · 232K · 股數季變化 +18.8%INSM4.0% · +23%INSM Insmed Inc · 4.00% · 152K · 股數季變化 +23.4%YPF3.8% · -3%YPF Ypf Sociedad Anonima · 3.76% · 143K · 股數季變化 -3.0%AMZN3.4% · +1083%AMZN 亞馬遜 · 3.40% · 129K · 股數季變化 +1082.5%TBBB3.2% · -7%TBBB Bbb Foods Inc · 3.19% · 121K · 股數季變化 -6.7%GOOGL3.2%GOOGL Alphabet(Google)A股 · 3.17% · 120K · 新進Ishares3.1% · 0%Ishares Ishares Inc · 3.12% · 119K · 股數季變化 0.0%STX3.1% · +141%STX 希捷 · 3.10% · 118K · 股數季變化 +140.6%FOXA3.0%FOXA Fox Corp · 3.03% · 115K · 新進UAL2.8% · +203%UAL 聯合航空 · 2.85% · 108K · 股數季變化 +202.8%SE2.8% · 0%SE Sea(蝦皮) · 2.78% · 105K · 股數季變化 0.0%CDW2.8%CDW Cdw Corp · 2.76% · 105K · 新進NAMS2.7% · 0%NAMS Newamsterdam Pharma Company · 2.74% · 104K · 股數季變化 0.0%SNDK2.1% · -9%SNDK Sandisk Corp · 2.09% · 79K · 股數季變化 -8.5%RVMD2.0% · +27%RVMD Revolution Medicines Inc · 1.97% · 75K · 股數季變化 +26.5%BTDR Bitdeer Technologies Group · 1.70% · 65K · 新進CRH Crh Plc · 1.56% · 59K · 股數季變化 +46.6%DAL 達美航空 · 1.49% · 56K · 新進FLR Fluor Corp · 1.36% · 51K · 新進DHI D R Horton Inc · 1.28% · 49K · 新進CPNG1.2% · 0%CPNG Coupang Inc · 1.22% · 46K · 股數季變化 0.0%AMD1.1%AMD 超微 · 1.12% · 42K · 新進PANW1.0%PANW Palo Alto Networks · 1.05% · 40K · 新進CLF1.0% · +82%CLF Cleveland-Cliffs Inc New · 1.04% · 40K · 股數季變化 +82.2%HUT Hut 8 Corp · 0.96% · 36K · 新進CAI Caris Life Sciences Inc · 0.89% · 34K · 股數季變化 0.0%Global X Fds Global X Fds · 0.79% · 30K · 股數季變化 -15.1%FOXA Fox Corp · 0.78% · 30K · 新進WWD Woodward Inc · 0.75% · 29K · 股數季變化 -68.2%NUVB Nuvation Bio Inc · 0.68% · 26K · 股數季變化 0.0%PTGX Protagonist Therapeutics Inc · 0.67% · 26K · 股數季變化 +30.8%ROKU Roku Inc · 0.67% · 25K · 股數季變化 -75.5%CVCO Cavco Inds Inc Del · 0.64% · 24K · 新進ADMA Adma Biologics Inc · 0.61% · 23K · 股數季變化 +80.1%PURR Hyperliquid Strategies Inc · 0.61% · 23K · 新進RMBS Rambus Inc Del · 0.61% · 23K · 新進RYTM Rhythm Pharmaceuticals Inc · 0.60% · 23K · 新進SKY Champion Homes Inc · 0.59% · 22K · 新進

新進部位20 個(前 60 大內)

GOOGL Alphabet Inc120K · 2.31%
FOXA Fox Corp115K · 2.21%
CDW Cdw Corp105K · 2.01%
BTDR Bitdeer Technologies Group65K · 1.24%
DAL Delta Air Lines Inc56K · 1.08%
FLR Fluor Corp51K · 0.99%
DHI D R Horton Inc49K · 0.93%
AMD Advanced Micro Devices Inc42K · 0.81%
PANW Palo Alto Networks Inc40K · 0.76%
HUT Hut 8 Corp36K · 0.7%
FOXA Fox Corp30K · 0.57%
CVCO Cavco Inds Inc Del24K · 0.47%

加碼股數增加 1% 以上

NTRA Natera Inc+4% · 16.6%
TSM Taiwan Semiconductor Manuf+19% · 5.4%
STM Stmicroelectronics N V+19% · 4.46%
INSM Insmed Inc+23% · 2.92%
AMZN Amazon Com Inc+1083% · 2.48%
STX Seagate Technology Hldngs +141% · 2.26%
UAL United Airls Hldgs Inc+203% · 2.07%
RVMD Revolution Medicines Inc+27% · 1.44%
CRH Crh Plc+47% · 1.14%
CLF Cleveland-Cliffs Inc New+82% · 0.76%
PTGX Protagonist Therapeutics I+31% · 0.49%
ADMA Adma Biologics Inc+80% · 0.45%

減碼股數減少 1% 以上

YPF Ypf Sociedad Anonima-3% · 2.74%
TBBB Bbb Foods Inc-7% · 2.32%
SNDK Sandisk Corp-9% · 1.52%
Global X Fds-15% · 0.58%
WWD Woodward Inc-68% · 0.55%
ROKU Roku Inc-75% · 0.49%
TEVA Teva Pharmaceutical Inds L-74% · 0.41%

持股明細 前 60 大 · 季末市值

代號發行人類型股數季末市值權重上季股數季變化
NTRANatera Inc股票3.2M865K16.6%3.1M+4%
TSMTaiwan Semiconductor Manufac · 台積電 ADR股票590K282K5.4%495K+19%
STMStmicroelectronics N V股票3.1M232K4.46%2.6M+19%
Invesco Exchange Traded Fd T買權821K175K3.35%821K0%
INSMInsmed Inc股票1.4M152K2.92%1.2M+23%
Ishares Inc買權4.2M146K2.8%4.2M0%
INSMInsmed Inc買權1.4M144K2.76%新進新進
YPFYpf Sociedad Anonima股票3.1M143K2.74%3.2M-3%
AMZNAmazon Com Inc · 亞馬遜股票542K129K2.48%45.8K+1083%
TBBBBbb Foods Inc股票2.9M121K2.32%3.1M-7%
GOOGLAlphabet Inc · Alphabet(Google)A股股票336K120K2.31%新進新進
Ishares Inc股票3.4M119K2.28%3.4M0%
STXSeagate Technology Hldngs Pl · 希捷股票122K118K2.26%50.7K+141%
FOXAFox Corp股票2.2M115K2.21%新進新進
AMZNAmazon Com Inc · 亞馬遜買權459K109K2.1%200K+130%
UALUnited Airls Hldgs Inc · 聯合航空股票795K108K2.07%262K+203%
SESea Ltd · Sea(蝦皮)股票1.1M105K2.02%1.1M0%
CDWCdw Corp股票744K105K2.01%新進新進
NAMSNewamsterdam Pharma Company股票3.1M104K2%3.1M0%
Ishares Tr買權330K99K1.9%79.0K+318%
SNDKSandisk Corp股票34.9K79K1.52%38.2K-9%
RVMDRevolution Medicines Inc股票400K75K1.44%316K+27%
SPYState Str Spdr S&P 500 Etf T · SPDR 標普500 ETF買權90.0K67K1.29%90.0K0%
BTDRBitdeer Technologies Group股票4.1M65K1.24%新進新進
CRHCrh Plc股票554K59K1.14%378K+47%
DALDelta Air Lines Inc · 達美航空股票603K56K1.08%新進新進
TSLATesla Inc · 特斯拉買權126K53K1.02%新進新進
FLRFluor Corp股票982K51K0.99%新進新進
DHID R Horton Inc股票299K49K0.93%新進新進
CPNGCoupang Inc股票2.7M46K0.89%2.7M0%
AMDAdvanced Micro Devices Inc · 超微股票72.9K42K0.81%新進新進
PANWPalo Alto Networks Inc · Palo Alto Networks股票117K40K0.76%新進新進
CLFCleveland-Cliffs Inc New股票4.2M40K0.76%2.3M+82%
HUTHut 8 Corp股票314K36K0.7%新進新進
CDWCdw Corp買權250K35K0.67%新進新進
CAICaris Life Sciences Inc股票1.9M34K0.65%1.9M0%
Global X Fds股票329K30K0.58%387K-15%
FOXAFox Corp股票633K30K0.57%新進新進
WWDWoodward Inc股票67.2K29K0.55%211K-68%
METAMeta Platforms Inc · Meta(臉書)買權50.0K28K0.54%新進新進
NUVBNuvation Bio Inc股票4.5M26K0.49%4.5M0%
PTGXProtagonist Therapeutics Inc股票209K26K0.49%160K+31%
ROKURoku Inc股票184K25K0.49%750K-75%
CVCOCavco Inds Inc Del股票39.5K24K0.47%新進新進
ADMAAdma Biologics Inc股票2.8M23K0.45%1.5M+80%
PURRHyperliquid Strategies Inc股票2.9M23K0.44%新進新進
RMBSRambus Inc Del股票173K23K0.44%新進新進
RYTMRhythm Pharmaceuticals Inc股票204K23K0.43%新進新進
SKYChampion Homes Inc股票254K22K0.43%新進新進
DAKTDaktronics Inc股票1.1M22K0.42%563K+100%
PCTPurecycle Technologies Inc股票2.7M22K0.42%963K+178%
SCCOSouthern Copper Corp股票123K21K0.41%122K+1%
LINLinde Plc · 林德股票41.2K21K0.41%41.2K0%
ENTGEntegris Inc股票118K21K0.41%新進新進
TEVATeva Pharmaceutical Inds Ltd股票625K21K0.41%2.4M-74%
UUnity Software Inc · Unity股票739K21K0.41%739K0%
AEVAAeva Technologies Inc股票720K21K0.4%新進新進
RIOTRiot Platforms Inc股票755K21K0.4%新進新進
QQnity Electronics Inc股票126K21K0.39%126K0%
EQIXEquinix Inc · Equinix股票18.4K19K0.37%新進新進

13F 申報的是季末部位,申報時可能已經變動。賣權 / 買權以名目股數申報,不能跟股票部位相加。