DUQUESNE FAMILY OFFICE LLC
Q2 2025 Form 13-F

NEW YORK, NEW YORK
CIK 0001536411 · Institutional investment manager
$4.1B Reported Value Total
Reported value
$4.1B
Quarter over quarter
+21.3%
Holdings
65
Top-10 concentration
50.5%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Sue Meng
General Counsel

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Q2 2025 13F record

Q2 2025 13F filing summary

Q2 2025 Form 13F portfolio summary
Period of report June 30, 2025
Filed August 15, 2025
Form 13F-HR
Reported value $4.1B
Positions 65
Change in reported value +33.1%
New positions 31
Exited positions 15
Position turnover 57.5%
Top-10 concentration 50.5%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
86 $5.2B
Q1 2026 13F
Filed May 15, 2026
65 $3.4B
Q4 2025 13F
Filed Feb 17, 2026
58 $4.5B
Q3 2025 13F
Filed Nov 14, 2025
62 $4.1B
Q2 2025 13F
Filed Aug 15, 2025
65 $4.1B
Q1 2025 13F
Filed May 15, 2025
49 $3.1B
Q4 2024 13F
Filed Feb 14, 2025
74 $3.7B
Q3 2024 13F
Filed Nov 14, 2024
72 $3.0B
Q2 2024 13F
Filed Aug 14, 2024
63 $2.9B
Q1 2024 13F
Filed May 15, 2024
72 $4.4B
Q4 2023 13F
Filed Feb 14, 2024
50 $3.4B
Q3 2023 13F
Filed Nov 14, 2023
41 $2.8B
Q2 2023 13F
Filed Aug 14, 2023
53 $2.9B
Q1 2023 13F
Filed May 15, 2023
48 $2.3B
Q4 2022 13F
Filed Feb 14, 2023
57 $2.0B
Q3 2022 13F
Filed Nov 14, 2022
63 $1.8B
Q2 2022 13F
Filed Aug 15, 2022
42 $1.4B
Q1 2022 13F
Filed May 16, 2022
49 $2.3B
Q4 2021 13F
Filed Feb 14, 2022
48 $2.8B
Q3 2021 13F
Filed Nov 15, 2021
48 $3.1B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2025

Largest Q2 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 NTRA Natera Inc $521.2M 12.8%
2 TEVA Teva Pharmaceutical Inds Ltd $267.6M 6.57%
3 INSM Insmed Inc $226.8M 5.57%
4 WWD Woodward Inc $208.1M 5.11%
5 TSM Taiwan Semiconductor Mfg Ltd $173.3M 4.26%
6 PM Philip Morris Intl Inc $148.6M 3.65%
7 MELI Mercadolibre Inc $140.4M 3.45%
8 ENTG Entegris Inc $132.7M 3.26%
9 CPNG Coupang Inc $123.0M 3.02%
10 FLUT Flutter Entmt Plc $115.8M 2.84%
11 COHR Coherent Corp $103.3M 2.54%
12 DOCU Docusign Inc $100.5M 2.47%
13 MSFT Microsoft Corp $99.9M 2.45%
14 ROKU Roku Inc $96.7M 2.38%
15 VRNA Verona Pharma Plc $94.8M 2.33%
16 LLY Eli Lilly & Co $78.5M 1.93%
17 WBD Warner Bros Discovery Inc $74.9M 1.84%
18 EQT Eqt Corp $73.1M 1.79%
19 IWM C Ishares Tr $72.3M 1.78%
20 C Citigroup Inc $56.7M 1.39%

Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.

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