Duquesne Family Office — High turnover; a snapshot ages faster than most.
One arc per holding, largest first, clockwise from the top. Its length is that position’s share of the value this filing reports; its colour is its verdict, and the key above says which is which — the same four states the Screen column shows below. Arcs sit at their true angular size, so a book whose reported weights do not account for the whole leaves the track showing rather than being stretched to close the circle. Nothing here is estimated: a position the filing gives no weight for is left out, and the count of what was left out is in the image’s own description rather than guessed at.
| Symbol | Name | Weight | Value | Screen |
|---|---|---|---|---|
| NTRA | Natera Inc | 16.60% | $864,923,000 | Halal |
| INSM | Insmed Inc | 5.68% | $295,837,000 | Not screened |
| TSM | Taiwan Semiconductor Manufac | 5.40% | $281,613,000 | Halal |
| EWZ | Ishares Inc | 5.07% | $264,414,000 | Unverified |
| AMZN | Amazon Com Inc | 4.58% | $238,555,000 | Questionable |
| STM | Stmicroelectronics N V | 4.46% | $232,375,000 | Halal |
| RSP | Invesco Exchange Traded Fd T | 3.66% | $190,514,000 | Not halal |
| YPF | Ypf Sociedad Anonima | 2.74% | $142,726,000 | Not halal |
| CDW | Cdw Corp | 2.68% | $139,789,000 | Not halal |
| TBBB | Bbb Foods Inc | 2.32% | $120,915,000 | Not screened |
| GOOGL | Alphabet Inc | 2.31% | $120,184,000 | Questionable |
| STX | Seagate Technology Hldngs Pl | 2.26% | $117,730,000 | Not screened |
| FOXA | Fox Corp | 2.21% | $114,992,000 | Not halal |
| UAL | United Airls Hldgs Inc | 2.07% | $108,084,000 | Not halal |
| SE | Sea Ltd | 2.02% | $105,404,000 | Halal |
| NAMS | Newamsterdam Pharma Company | 2.00% | $104,047,000 | Not screened |
| IWM | Ishares Tr | 1.90% | $99,149,000 | Not halal |
| SNDK | Sandisk Corp | 1.52% | $79,353,000 | Halal |
| RVMD | Revolution Medicines Inc | 1.44% | $74,835,000 | Not screened |
| SPY | State Str Spdr S&P 500 Etf T | 1.29% | $67,209,000 | Not halal |
| BTDR | Bitdeer Technologies Group | 1.24% | $64,670,000 | Not screened |
| CRH | Crh Plc | 1.14% | $59,230,000 | Not screened |
| DAL | Delta Air Lines Inc | 1.08% | $56,477,000 | Not halal |
| TSLA | Tesla Inc | 1.02% | $52,996,000 | Halal |
| FLR | Fluor Corp | 0.99% | $51,457,000 | Halal |
| DHI | D R Horton Inc | 0.93% | $48,701,000 | Halal |
| CPNG | Coupang Inc | 0.89% | $46,334,000 | Halal |
| AMD | Advanced Micro Devices Inc | 0.81% | $42,348,000 | Halal |
| PANW | Palo Alto Networks Inc | 0.76% | $39,780,000 | Halal |
| CLF | Cleveland-Cliffs Inc New | 0.76% | $39,590,000 | Not halal |
| HUT | Hut 8 Corp | 0.70% | $36,267,000 | Not halal |
| CAI | Caris Life Sciences Inc | 0.65% | $33,759,000 | Halal |
| ARGT | Global X Fds | 0.58% | $30,019,000 | Unverified |
| FOX | Fox Corp | 0.57% | $29,631,000 | Not halal |
| WWD | Woodward Inc | 0.55% | $28,587,000 | Halal |
| META | Meta Platforms Inc | 0.54% | $28,165,000 | Questionable |
| NUVB | Nuvation Bio Inc | 0.49% | $25,786,000 | Not halal |
| PTGX | Protagonist Therapeutics Inc | 0.49% | $25,607,000 | Not halal |
| ROKU | Roku Inc | 0.49% | $25,425,000 | Questionable |
| CVCO | Cavco Inds Inc Del | 0.47% | $24,268,000 | Halal |
| ADMA | Adma Biologics Inc | 0.45% | $23,303,000 | Halal |
| PURR | Hyperliquid Strategies Inc | 0.44% | $23,150,000 | Not halal |
| RMBS | Rambus Inc Del | 0.44% | $22,964,000 | Halal |
| RYTM | Rhythm Pharmaceuticals Inc | 0.43% | $22,608,000 | Halal |
| SKY | Champion Homes Inc | 0.43% | $22,418,000 | Not halal |
| DAKT | Daktronics Inc | 0.42% | $21,968,000 | Halal |
| PCT | Purecycle Technologies Inc | 0.42% | $21,746,000 | Not halal |
| SCCO | Southern Copper Corp | 0.41% | $21,444,000 | Halal |
| LIN | Linde Plc | 0.41% | $21,380,000 | Not screened |
| ENTG | Entegris Inc | 0.41% | $21,277,000 | Halal |
| TEVA | Teva Pharmaceutical Inds Ltd | 0.41% | $21,175,000 | Not screened |
| U | Unity Software Inc | 0.41% | $21,114,000 | Not halal |
| AEVA | Aeva Technologies Inc | 0.40% | $20,683,000 | Not halal |
| RIOT | Riot Platforms Inc | 0.40% | $20,666,000 | Halal |
| Q | Qnity Electronics Inc | 0.39% | $20,521,000 | Halal |
| EQIX | Equinix Inc | 0.37% | $19,232,000 | Halal |
| LRCX | Lam Research Corp | 0.36% | $18,893,000 | Halal |
| DFTX | Definium Therapeutics Inc | 0.32% | $16,774,000 | Unrated |
| BLTE | Belite Bio Inc Sponsored | 0.31% | $16,338,000 | Unrated |
| TXG | 10X Genomics Inc | 0.30% | $15,455,000 | Halal |
| WAB | Wabtec | 0.29% | $15,258,000 | Halal |
| LLY | Eli Lilly & Co | 0.28% | $14,849,000 | Halal |
| XENE | Xenon Pharmaceuticals Inc | 0.28% | $14,402,000 | Unrated |
| OLMA | Olema Pharmaceuticals Inc | 0.24% | $12,345,000 | Not halal |
| RGEN | Repligen Corp | 0.20% | $10,560,000 | Halal |
| RKT | Rocket Cos Inc | 0.20% | $10,272,000 | Not halal |
| BIDU | Baidu Inc | 0.19% | $10,080,000 | Not halal |
| ARM | Arm Holdings Plc | 0.19% | $9,960,000 | Halal |
| CVNA | Carvana Co | 0.19% | $9,939,000 | Halal |
| RDDT | Reddit Inc | 0.19% | $9,816,000 | Questionable |
| AA | Alcoa Corp | 0.19% | $9,679,000 | Halal |
| TMO | Thermo Fisher Scientific Inc | 0.18% | $9,626,000 | Halal |
| DHR | Danaher Corp Del | 0.18% | $9,581,000 | Halal |
| FFIV | F5 Inc | 0.18% | $9,151,000 | Halal |
| VIST | Vista Energy S.A.B. De C.V. | 0.16% | $8,594,000 | Unrated |
| SKE | Skeena Res Ltd New | 0.15% | $8,003,000 | Not screened |
| JBS | Jbs N.V. | 0.15% | $7,772,000 | Not screened |
| GLUE | Monte Rosa Therapeutics Inc | 0.14% | $7,202,000 | Halal |
| RLAY | Relay Therapeutics Inc | 0.13% | $6,530,000 | Not screened |
| DBVT | Dbv Technologies S A Sponsored | 0.12% | $6,287,000 | Halal |
| CCC | Ccc Intelligent Solutions Hl | 0.12% | $6,042,000 | Not halal |
| UWMC | Uwm Holdings Corporation | 0.11% | $5,915,000 | Not halal |
| NVTS | Navitas Semiconductor Corp | 0.11% | $5,575,000 | Halal |
| SOLS | Solstice Advanced Matls Inc | 0.11% | $5,540,000 | Halal |
| FTAIM | Ftai Aviation Ltd | 0.10% | $5,465,000 | Not screened |
| BEAM | Beam Therapeutics Inc | 0.10% | $5,272,000 | Halal |
| AUR | Aurora Innovation Inc | 0.08% | $4,322,000 | Halal |
| IRE.MI | Iren Limited | 0.08% | $3,983,000 | Not screened |
| GGAL | Grupo Financiero Galicia S.A | 0.06% | $2,977,000 | Not halal |
| WVE | Wave Life Sciences Ltd | 0.02% | $1,005,000 | Not screened |
Holdings from SEC Form 13F, which is public record. A 13F covers US-listed equity positions only — not cash, bonds, foreign listings or short positions — and is filed up to 45 days after the quarter it describes, so this is a snapshot of 2026-06-30 rather than of today. Verdicts are this platform’s own and are not Stanley Druckenmiller’s view.