Duquesne家族办公室有限责任公司 — 13F-HR表格,截至2019-03-31的持仓
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:2019 年 3 月 31 日
封面
报告日历年度或季度:2019 年 3 月 31 日
是否为修订件:否
申报管理人:Duquesne Family Office LLC
地址:40 West 57th Street, 25th 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:2019 年 5 月 15 日
汇总页
其他一并申报的管理人数量:0
表内条目总数:61
表内价值合计:3,448,980(千美元)
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| 发行人名称 | 股票类别 | CUSIP | 公允价值(千美元) | 持有数量 | 数量单位 | 投资决定权 | 唯一投票权 | 共享投票权 | 无投票权 |
|---|---|---|---|---|---|---|---|---|---|
| Abbott Labs | COM | 002824100 | 115130 | 1440200 | SH | DFND | 1440200 | 0 | 0 |
| Ac Immune Sa | SHS | H00263105 | 6691 | 1324935 | SH | DFND | 1324935 | 0 | 0 |
| Activision Blizzard Inc | COM | 00507V109 | 49680 | 1091152 | SH | DFND | 1091152 | 0 | 0 |
| Adobe Inc | COM | 00724F101 | 170610 | 640211 | SH | DFND | 640211 | 0 | 0 |
| Agilent Technologies Inc | COM | 00846U101 | 38486 | 478800 | SH | DFND | 478800 | 0 | 0 |
| Alibaba Group Hldg Ltd | SPONSORED ADS | 01609W102 | 169457 | 928785 | SH | DFND | 928785 | 0 | 0 |
| Alphabet Inc | CAP STK CL A | 02079K305 | 85994 | 73069 | SH | DFND | 73069 | 0 | 0 |
| Amazon Com Inc | COM | 023135106 | 202498 | 113715 | SH | DFND | 113715 | 0 | 0 |
| Analog Devices Inc | COM | 032654105 | 23436 | 222625 | SH | DFND | 222625 | 0 | 0 |
| Atlassian Corp Plc | CL A | G06242104 | 5253 | 46770 | SH | DFND | 46770 | 0 | 0 |
| Autodesk Inc | COM | 052769106 | 4877 | 31300 | SH | DFND | 31300 | 0 | 0 |
| Bottomline Tech Del Inc | COM | 101388106 | 511 | 10200 | SH | DFND | 10200 | 0 | 0 |
| Cabot Oil & Gas Corp | COM | 127097103 | 10323 | 395500 | SH | DFND | 395500 | 0 | 0 |
| Canada Goose Holdings Inc | SHS SUB VTG | 135086106 | 459 | 9550 | SH | DFND | 9550 | 0 | 0 |
| Carbon Black Inc | COM | 14081R103 | 1472 | 105525 | SH | DFND | 105525 | 0 | 0 |
| Cheniere Energy Inc | COM NEW | 16411R208 | 41782 | 611200 | SH | DFND | 611200 | 0 | 0 |
| Coupa Software Inc | COM | 22266L106 | 73029 | 802690 | SH | DFND | 802690 | 0 | 0 |
| Docusign Inc | COM | 256163106 | 17180 | 331410 | SH | DFND | 331410 | 0 | 0 |
| Eagle Materials Inc | COM | 26969P108 | 2588 | 30700 | SH | DFND | 30700 | 0 | 0 |
| Facebook Inc | CL A | 30303M102 | 10279 | 61665 | SH | DFND | 61665 | 0 | 0 |
| Fidelity Natl Information Sv | COM | 31620M106 | 44091 | 389845 | SH | DFND | 389845 | 0 | 0 |
| Fleetcor Technologies Inc | COM | 339041105 | 3601 | 14605 | SH | DFND | 14605 | 0 | 0 |
| General Electric Co | COM | 369604103 | 62348 | 6241000 | SH | DFND | 6241000 | 0 | 0 |
| Hologic Inc | COM | 436440101 | 16296 | 336700 | SH | DFND | 336700 | 0 | 0 |
| Home Depot Inc | COM | 437076102 | 74319 | 387300 | SH | DFND | 387300 | 0 | 0 |
| Ihs Markit Ltd | SHS | G47567105 | 13296 | 244500 | SH | DFND | 244500 | 0 | 0 |
| Illumina Inc | COM | 452327109 | 53377 | 171800 | SH | DFND | 171800 | 0 | 0 |
| Incyte Corp | COM | 45337C102 | 17404 | 202400 | SH | DFND | 202400 | 0 | 0 |
| Intuitive Surgical Inc | COM NEW | 46120E602 | 74803 | 131100 | SH | DFND | 131100 | 0 | 0 |
| Ishares Tr | MSCI EMG MKT ETF | 464287234 | 301929 | 7034700 | SH | DFND | 7034700 | 0 | 0 |
| Ishares Tr | NASDAQ BIOTECH | 464287556 | 88456 | 791200 | SH | DFND | 791200 | 0 | 0 |
| Marathon Pete Corp | COM | 56585A102 | 32379 | 541000 | SH | DFND | 541000 | 0 | 0 |
| Mastercard Inc | CL A | 57636Q104 | 56108 | 238300 | SH | DFND | 238300 | 0 | 0 |
| Mercadolibre Inc | COM | 58733R102 | 93081 | 183328 | SH | DFND | 183328 | 0 | 0 |
| Merck & Co Inc | COM | 58933Y105 | 22148 | 266300 | SH | DFND | 266300 | 0 | 0 |
| Micron Technology Inc | COM | 595112103 | 19851 | 480300 | SH | DFND | 480300 | 0 | 0 |
| Microsoft Corp | COM | 594918104 | 609874 | 5171051 | SH | DFND | 5171051 | 0 | 0 |
| Netflix Inc | COM | 64110L106 | 192498 | 539875 | SH | DFND | 539875 | 0 | 0 |
| New Fortress Energy Llc Cl A Shs Rp | LLC | 644393100 | 14016 | 1200000 | SH | DFND | 1200000 | 0 | 0 |
| Nokia Corp | SPONSORED ADR | 654902204 | 4181 | 731000 | SH | DFND | 731000 | 0 | 0 |
| Okta Inc | CL A | 679295105 | 2135 | 25807 | SH | DFND | 25807 | 0 | 0 |
| Paypal Hldgs Inc | COM | 70450Y103 | 83876 | 807745 | SH | DFND | 807745 | 0 | 0 |
| Post Hldgs Inc | COM | 737446104 | 22318 | 204000 | SH | DFND | 204000 | 0 | 0 |
| Qualcomm Inc | COM | 747525103 | 54070 | 948100 | SH | DFND | 948100 | 0 | 0 |
| Range Res Corp | COM | 75281A109 | 9492 | 844500 | SH | DFND | 844500 | 0 | 0 |
| Realpage Inc | COM | 75606N109 | 3562 | 58690 | SH | DFND | 58690 | 0 | 0 |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | 973 | 33870 | SH | DFND | 33870 | 0 | 0 |
| Sea Ltd | SPONSORED ADS | 81141R100 | 499 | 21200 | SH | DFND | 21200 | 0 | 0 |
| Servicenow Inc | COM | 81762P102 | 33403 | 135515 | SH | DFND | 135515 | 0 | 0 |
| Snap Inc | CL A | 83304A106 | 13667 | 1240200 | SH | DFND | 1240200 | 0 | 0 |
| Southwestern Energy Co | COM | 845467109 | 10589 | 2257700 | SH | DFND | 2257700 | 0 | 0 |
| Splunk Inc | COM | 848637104 | 14398 | 115500 | SH | DFND | 115500 | 0 | 0 |
| Spotify Technology S A | SHS | L8681T102 | 22139 | 159505 | SH | DFND | 159505 | 0 | 0 |
| Sprint Corporation | COM | 85207U105 | 8758 | 1550000 | SH | DFND | 1550000 | 0 | 0 |
| T Mobile Us Inc | COM | 872590104 | 132377 | 1915725 | SH | DFND | 1915725 | 0 | 0 |
| Tableau Software Inc | CL A | 87336U105 | 23344 | 183405 | SH | DFND | 183405 | 0 | 0 |
| Twilio Inc | CL A | 90138F102 | 4067 | 31480 | SH | DFND | 31480 | 0 | 0 |
| Visa Inc | COM CL A | 92826C839 | 54807 | 350900 | SH | DFND | 350900 | 0 | 0 |
| Workday Inc | CL A | 98138H101 | 101169 | 524600 | SH | DFND | 524600 | 0 | 0 |
| Worldpay Inc | CL A | 981558109 | 1149 | 10120 | SH | DFND | 10120 | 0 | 0 |
| Xilinx Inc | COM | 983919101 | 28401 | 224000 | SH | DFND | 224000 | 0 | 0 |
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<Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Qualcomm Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>747525103</cusip> <value>54070</value> <shrsOrPrnAmt><sshPrnamt>948100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>948100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Range Res Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>75281A109</cusip> <value>9492</value> <shrsOrPrnAmt><sshPrnamt>844500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>844500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Realpage Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>75606N109</cusip> <value>3562</value> 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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Servicenow Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>81762P102</cusip> <value>33403</value> <shrsOrPrnAmt><sshPrnamt>135515</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>135515</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Snap Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>83304A106</cusip> <value>13667</value> <shrsOrPrnAmt><sshPrnamt>1240200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1240200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Southwestern Energy Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>845467109</cusip> <value>10589</value> 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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sprint Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>85207U105</cusip> <value>8758</value> <shrsOrPrnAmt><sshPrnamt>1550000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1550000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>T Mobile Us Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>872590104</cusip> <value>132377</value> <shrsOrPrnAmt><sshPrnamt>1915725</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1915725</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Tableau Software Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>87336U105</cusip> <value>23344</value> 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<infoTable><nameOfIssuer>Workday Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98138H101</cusip> <value>101169</value> <shrsOrPrnAmt><sshPrnamt>524600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>524600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Worldpay Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>981558109</cusip> <value>1149</value> <shrsOrPrnAmt><sshPrnamt>10120</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>10120</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Xilinx Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>983919101</cusip> <value>28401</value> <shrsOrPrnAmt><sshPrnamt>224000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>224000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>