投投资大师文库
斯坦利·德鲁肯米勒资料库/年报与申报

Duquesne家族办公室有限责任公司 — 13F-HR表格，截至2015-06-30的持仓

2015 · filing · 原文约 432 词
译文与英文原文逐段对齐可在本页展开英文，也可打开发布者原址核对上下文。
打开来源正文

美国证券交易委员会 13F-HR 表格——封面与签署页

申报类型：13F-HR

提交状态：正式提交（LIVE）

申报人 CIK：0001536411

申报人 CCC 码：XXXXXXXX（已屏蔽）

报告期：2015 年 6 月 30 日

封面

报告日历年度或季度：2015 年 6 月 30 日

是否为修订件：否

申报管理人：Duquesne Family Office LLC

地址：40 West 57th Street, 24th Floor，纽约州纽约市，邮编 10019

报告类型：13F 持仓报告

13F 表格文件编号：028-14660

是否需按第 5 项说明提供信息：否

签署

姓名：Gerald Kerner

职务：总法律顾问

电话：212-830-6500

签名：/s/ Gerald Kerner

签署地：纽约州纽约市

签署日期：2015 年 8 月 14 日

汇总页

其他一并申报的管理人数量：0

表内条目总数：29

表内价值合计：1,484,044（千美元）

<?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xsi:schemaLocation="http://www.sec.gov/edgar/thirteenffiler eis_13F_Filer.xsd" xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:ns1="http://www.sec.gov/edgar/common" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <!--Header Data--> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <filer> <credentials> <cik>0001536411</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>06-30-2015</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>06-30-2015</reportCalendarOrQuarter> <isAmendment>false</isAmendment> <filingManager> <name>Duquesne Family Office LLC</name> <address> <ns1:street1>40 West 57th Street, 24th Floor</ns1:street1> <ns1:city>New York</ns1:city> <ns1:stateOrCountry>NY</ns1:stateOrCountry> <ns1:zipCode>10019</ns1:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-14660</form13FFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <!--Signature Block--> <signatureBlock> <name>Gerald Kerner</name> <title>General Counsel</title> <phone>212-830-6500</phone> <signature>/s/ Gerald Kerner</signature> <city>New York</city> <stateOrCountry>NY</stateOrCountry> <signatureDate>08-14-2015</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>29</tableEntryTotal> <tableValueTotal>1484044</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>

发行人名称证券类别CUSIP 代码价值（千美元）持股数量持股数量类型投资决定权唯一表决权共享表决权无表决权
阿卡迈技术公司普通股00971T10124807355300股由投资顾问决定35530000
Alcoa Inc.普通股013817101406983650000股由投资顾问决定365000000
阿里巴巴集团控股有限公司存托凭证（ADS）01609W10218025219100股由投资顾问决定21910000
美国国际集团普通股02687478415474250300股由投资顾问决定25030000
BB&T 公司普通股05493710719575485600股由投资顾问决定48560000
Citigroup Inc普通股172967424649071175000股由投资顾问决定117500000
Cognizant Tech Sol'ns CorpCL A19244610214466236800股由投资顾问决定23680000
Ctrip.com Int'l Ltd.AM DEP SHS22943F10014626201400股由投资顾问决定20140000
Dow Chemical Co普通股260543103595261163300股由投资顾问决定116330000
Eog Res Inc普通股26875P10127219310900股由投资顾问决定31090000
Eastman Chem CoCOM27743210015219186000股由投资顾问决定18600000
eBay普通股27864210319698327000股由投资顾问决定32700000
Facebook IncA 类股30303M1021606121872700股由投资顾问决定187270000
Freeport-Mcmoran IncB 类普通股35671D857660453547000股由投资顾问决定354700000
HDFC Bank Ltd存托凭证（1 份代表 3 股）40415F101607481003600股由投资顾问决定100360000
Halliburton Co普通股406216101666291547000股由投资顾问决定154700000
Illumina Inc.普通股45232710945091206500股由投资顾问决定20650000
Jpmorgan Chase & Co普通股46625H10052670777300股由投资顾问决定77730000
JD.Com Inc赞助存托凭证 A 类47215P10620221593000股由投资顾问决定59300000
Microsoft Corp普通股594918104617261398100股由投资顾问决定139810000
Newmont CorpCOM651639106298981279900股由投资顾问决定127990000
诺布尔能源公司普通股65504410513453315200股由投资顾问决定31520000
Pnc Finl Svcs Group Inc普通股69347510519570204600股由投资顾问决定20460000
Pioneer Nat Res Co普通股72378710715922114800股由投资顾问决定11480000
SPDR Gold Trust黄金份额78463V9073236262880000股由投资顾问决定288000000
太阳信托银行普通股86791410319664457100股由投资顾问决定45710000
Wells Fargo Co New普通股949746101944491679400股由投资顾问决定167940000
Workday IncA 类股98138H10125261330679股由投资顾问决定33067900
Lyondellbasell Industries NA 类股票N5374510074219716950股由投资顾问决定71695000

<?xml version="1.0" encoding="UTF-8"?> <informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <infoTable><nameOfIssuer>Akamai Tech Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00971T101</cusip> <value>24807</value> <shrsOrPrnAmt><sshPrnamt>355300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>355300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alcoa Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>013817101</cusip> <value>40698</value> <shrsOrPrnAmt><sshPrnamt>3650000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3650000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alibaba Group Hldg Ltd</nameOfIssuer> <titleOfClass>SPONS ADS</titleOfClass> <cusip>01609W102</cusip> <value>18025</value> <shrsOrPrnAmt><sshPrnamt>219100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>219100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Am Int&apos;l Grp Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>026874784</cusip> <value>15474</value> <shrsOrPrnAmt><sshPrnamt>250300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>250300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>BB&amp;T Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>054937107</cusip> <value>19575</value> <shrsOrPrnAmt><sshPrnamt>485600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>485600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Citigroup Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>172967424</cusip> <value>64907</value> <shrsOrPrnAmt><sshPrnamt>1175000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1175000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cognizant Tech Sol&apos;s Corp</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>192446102</cusip> <value>14466</value> <shrsOrPrnAmt><sshPrnamt>236800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>236800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ctrip.com Int&apos;l Ltd</nameOfIssuer> <titleOfClass>AM DEP SHS</titleOfClass> <cusip>22943F100</cusip> <value>14626</value> <shrsOrPrnAmt><sshPrnamt>201400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>201400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Dow Chemical Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>260543103</cusip> <value>59526</value> <shrsOrPrnAmt><sshPrnamt>1163300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1163300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>EOG Res&apos;s Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>26875P101</cusip> <value>27219</value> <shrsOrPrnAmt><sshPrnamt>310900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>310900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Eastman Chemical Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>277432100</cusip> <value>15219</value> <shrsOrPrnAmt><sshPrnamt>186000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>186000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>EBay Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>278642103</cusip> <value>19698</value> <shrsOrPrnAmt><sshPrnamt>327000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>327000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Facebook Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>30303M102</cusip> <value>160612</value> <shrsOrPrnAmt><sshPrnamt>1872700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1872700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Freeport-McMoRan Inc</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>35671D857</cusip> <value>66045</value> <shrsOrPrnAmt><sshPrnamt>3547000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3547000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>HDFC Bank Ltd</nameOfIssuer> <titleOfClass>ADR REPS 3 SHS</titleOfClass> <cusip>40415F101</cusip> <value>60748</value> <shrsOrPrnAmt><sshPrnamt>1003600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1003600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Halliburton Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>406216101</cusip> <value>66629</value> <shrsOrPrnAmt><sshPrnamt>1547000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1547000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Illumina Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>452327109</cusip> <value>45091</value> <shrsOrPrnAmt><sshPrnamt>206500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>206500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>JP Morgan Chase &amp; Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>46625H100</cusip> <value>52670</value> <shrsOrPrnAmt><sshPrnamt>777300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>777300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>JD.Com Inc</nameOfIssuer> <titleOfClass>SPON ADR CL A</titleOfClass> <cusip>47215P106</cusip> <value>20221</value> <shrsOrPrnAmt><sshPrnamt>593000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>593000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>61726</value> <shrsOrPrnAmt><sshPrnamt>1398100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1398100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Newmont Mining Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>651639106</cusip> <value>29898</value> <shrsOrPrnAmt><sshPrnamt>1279900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1279900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Noble Energy Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>655044105</cusip> <value>13453</value> <shrsOrPrnAmt><sshPrnamt>315200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>315200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>PNC Fin&apos;l Services Group, Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>693475105</cusip> <value>19570</value> <shrsOrPrnAmt><sshPrnamt>204600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>204600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Pioneer Nat&apos;l Res&apos;s Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>723787107</cusip> <value>15922</value> <shrsOrPrnAmt><sshPrnamt>114800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>114800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>SPDR Gold Trust</nameOfIssuer> <titleOfClass>GOLD SHS</titleOfClass> <cusip>78463V907</cusip> <value>323626</value> <shrsOrPrnAmt><sshPrnamt>2880000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2880000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>SunTrust Banks Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>867914103</cusip> <value>19664</value> <shrsOrPrnAmt><sshPrnamt>457100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>457100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Wells Fargo &amp; Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>949746101</cusip> <value>94449</value> <shrsOrPrnAmt><sshPrnamt>1679400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1679400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Workday Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98138H101</cusip> <value>25261</value> <shrsOrPrnAmt><sshPrnamt>330679</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>330679</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>LyondellBasell Ind&apos;s NV</nameOfIssuer> <titleOfClass>SHS - A -</titleOfClass> <cusip>N53745100</cusip> <value>74219</value> <shrsOrPrnAmt><sshPrnamt>716950</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>716950</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>