Duquesne家族办公室有限责任公司 — 13F-HR表格,截至2019-03-31的持仓

2019 · filing · 原文约 780 词
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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
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Alibaba Group Hldg LtdSPONSORED ADS01609W102169457928785SHDFND92878500
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Amazon Com IncCOM023135106202498113715SHDFND11371500
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Mastercard IncCL A57636Q10456108238300SHDFND23830000
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Microsoft CorpCOM5949181046098745171051SHDFND517105100
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Nokia CorpSPONSORED ADR6549022044181731000SHDFND73100000
Okta IncCL A679295105213525807SHDFND2580700
Paypal Hldgs IncCOM70450Y10383876807745SHDFND80774500
Post Hldgs IncCOM73744610422318204000SHDFND20400000
Qualcomm IncCOM74752510354070948100SHDFND94810000
Range Res CorpCOM75281A1099492844500SHDFND84450000
Realpage IncCOM75606N109356258690SHDFND5869000
Sailpoint Technlgies Hldgs ICOM78781P10597333870SHDFND3387000
Sea LtdSPONSORED ADS81141R10049921200SHDFND2120000
Servicenow IncCOM81762P10233403135515SHDFND13551500
Snap IncCL A83304A106136671240200SHDFND124020000
Southwestern Energy CoCOM845467109105892257700SHDFND225770000
Splunk IncCOM84863710414398115500SHDFND11550000
Spotify Technology S ASHSL8681T10222139159505SHDFND15950500
Sprint CorporationCOM85207U10587581550000SHDFND155000000
T Mobile Us IncCOM8725901041323771915725SHDFND191572500
Tableau Software IncCL A87336U10523344183405SHDFND18340500
Twilio IncCL A90138F102406731480SHDFND3148000
Visa IncCOM CL A92826C83954807350900SHDFND35090000
Workday IncCL A98138H101101169524600SHDFND52460000
Worldpay IncCL A981558109114910120SHDFND1012000
Xilinx IncCOM98391910128401224000SHDFND22400000

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<votingAuthority><Sole>266300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Micron Technology Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>595112103</cusip> <value>19851</value> <shrsOrPrnAmt><sshPrnamt>480300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>480300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>609874</value> <shrsOrPrnAmt><sshPrnamt>5171051</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>5171051</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Netflix Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>64110L106</cusip> <value>192498</value> 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<None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Okta Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>679295105</cusip> <value>2135</value> <shrsOrPrnAmt><sshPrnamt>25807</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>25807</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Paypal Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>70450Y103</cusip> <value>83876</value> <shrsOrPrnAmt><sshPrnamt>807745</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>807745</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Post Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>737446104</cusip> <value>22318</value> 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<infoTable><nameOfIssuer>Realpage Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>75606N109</cusip> <value>3562</value> <shrsOrPrnAmt><sshPrnamt>58690</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>58690</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sailpoint Technlgies Hldgs I</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>78781P105</cusip> <value>973</value> <shrsOrPrnAmt><sshPrnamt>33870</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>33870</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sea Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>81141R100</cusip> <value>499</value> <shrsOrPrnAmt><sshPrnamt>21200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>21200</Sole> <Shared>0</Shared> <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> <shrsOrPrnAmt><sshPrnamt>2257700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2257700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Splunk Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>848637104</cusip> <value>14398</value> <shrsOrPrnAmt><sshPrnamt>115500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>115500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Spotify Technology S A</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>L8681T102</cusip> <value>22139</value> <shrsOrPrnAmt><sshPrnamt>159505</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>159505</Sole> <Shared>0</Shared> <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>