Duquesne家族办公室有限责任公司 — 13F-HR表格，截至2019-06-30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 6 月 30 日
封面
报告日历年度或季度：2019 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, 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 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：61
表内价值合计：3,369,240（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>06-30-2019</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>06-30-2019</reportCalendarOrQuarter> <isAmendment>false</isAmendment> <filingManager> <name>Duquesne Family Office LLC</name> <address> <ns1:street1>40 West 57th Street, 25th 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>08-14-2019</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>61</tableEntryTotal> <tableValueTotal>3369240</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>
| 发行人名称 | 证券类别 | CUSIP | 价值（千美元） | 持股数量 | 持股数量类型 | 投资裁量权 | 独享投票权 | 共享投票权 | 无投票权 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Abbott Labs | COM | 002824100 | 77061 | 916300 | SH | DFND | 916300 | 0 | 0 | |
| Activision Blizzard Inc | COM | 00507V109 | 82320 | 1744075 | SH | DFND | 1744075 | 0 | 0 | |
| Adobe Inc | COM | 00724F101 | 152031 | 515971 | SH | DFND | 515971 | 0 | 0 | |
| Agnico Eagle Mines Ltd | COM | 008474108 | 21490 | 419400 | SH | DFND | 419400 | 0 | 0 | |
| Alibaba Group Hldg Ltd | SPONSORED ADS | 01609W102 | 175956 | 1038393 | SH | DFND | 1038393 | 0 | 0 | |
| Alteryx Inc | COM CL A | 02156B103 | 2441 | 22373 | SH | DFND | 22373 | 0 | 0 | |
| Amazon Com Inc | COM | 023135106 | 237702 | 125527 | SH | DFND | 125527 | 0 | 0 | |
| Atlassian Corp Plc | CL A | G06242104 | 1313 | 10035 | SH | DFND | 10035 | 0 | 0 | |
| Autodesk Inc | COM | 052769106 | 3871 | 23762 | SH | DFND | 23762 | 0 | 0 | |
| Barrick Gold Corporation | COM | 067901108 | 62766 | 3980100 | SH | DFND | 3980100 | 0 | 0 | |
| Cabot Oil & Gas Corp | COM | 127097103 | 9081 | 395500 | SH | DFND | 395500 | 0 | 0 | |
| Cheniere Energy Inc | COM NEW | 16411R208 | 4691 | 68530 | SH | DFND | 68530 | 0 | 0 | |
| Coupa Software Inc | COM | 22266L106 | 87779 | 693306 | SH | DFND | 693306 | 0 | 0 | |
| Docusign Inc | COM | 256163106 | 5652 | 113700 | SH | DFND | 113700 | 0 | 0 | |
| Eagle Materials Inc | COM | 26969P108 | 3722 | 40150 | SH | DFND | 40150 | 0 | 0 | |
| Facebook Inc | CL A | 30303M102 | 6744 | 34941 | SH | DFND | 34941 | 0 | 0 | |
| Fidelity Natl Information Sv | COM | 31620M106 | 60510 | 493237 | SH | DFND | 493237 | 0 | 0 | |
| Fleetcor Technologies Inc | COM | 339041105 | 4960 | 17660 | SH | DFND | 17660 | 0 | 0 | |
| Fox Corp | CL A COM | 35137L105 | 3102 | 84655 | SH | DFND | 84655 | 0 | 0 | |
| General Electric Co | COM | 369604103 | 65002 | 6190650 | SH | DFND | 6190650 | 0 | 0 | |
| Home Depot Inc | COM | 437076102 | 94398 | 453900 | SH | DFND | 453900 | 0 | 0 | |
| Ihs Markit Ltd | SHS | G47567105 | 11974 | 188000 | SH | DFND | 188000 | 0 | 0 | |
| Illumina Inc | COM | 452327109 | 62880 | 170800 | SH | DFND | 170800 | 0 | 0 | |
| Incyte Corp | COM | 45337C102 | 17196 | 202400 | SH | DFND | 202400 | 0 | 0 | |
| Intelsat S A | COM | L5140P101 | 26541 | 1364570 | SH | DFND | 1364570 | 0 | 0 | |
| Ishares Tr | MSCI EMG MKT ETF | 464287234 | 103435 | 2410500 | SH | DFND | 2410500 | 0 | 0 | |
| Jd Com Inc | SPON ADR CL A | 47215P106 | 6058 | 200000 | SH | Put | DFND | 200000 | 0 | 0 |
| Jd Com Inc | SPON ADR CL A | 47215P106 | 39353 | 1299213 | SH | DFND | 1299213 | 0 | 0 | |
| Marathon Pete Corp | COM | 56585A102 | 22916 | 410100 | SH | DFND | 410100 | 0 | 0 | |
| Mastercard Inc | CL A | 57636Q104 | 61900 | 234000 | SH | DFND | 234000 | 0 | 0 | |
| Mercadolibre Inc | COM | 58733R102 | 119242 | 194913 | SH | DFND | 194913 | 0 | 0 | |
| Merck & Co Inc | COM | 58933Y105 | 39175 | 467200 | SH | DFND | 467200 | 0 | 0 | |
| Micron Technology Inc | COM | 595112103 | 8899 | 230613 | SH | DFND | 230613 | 0 | 0 | |
| Microsoft Corp | COM | 594918104 | 700101 | 5226193 | SH | DFND | 5226193 | 0 | 0 | |
| Netflix Inc | COM | 64110L106 | 196208 | 534160 | SH | DFND | 534160 | 0 | 0 | |
| New Fortress Energy Llc Cl A Shs Rp | LLC | 644393100 | 14052 | 1200000 | SH | DFND | 1200000 | 0 | 0 | |
| Nxp Semiconductors N V | COM | N6596X109 | 1535 | 15725 | SH | DFND | 15725 | 0 | 0 | |
| Palo Alto Networks Inc | COM | 697435105 | 8293 | 40700 | SH | DFND | 40700 | 0 | 0 | |
| Paypal Hldgs Inc | COM | 70450Y103 | 55067 | 481100 | SH | DFND | 481100 | 0 | 0 | |
| Pg&E Corp | COM | 69331C108 | 69936 | 3051300 | SH | DFND | 3051300 | 0 | 0 | |
| Qorvo Inc | COM | 74736K101 | 778 | 11675 | SH | DFND | 11675 | 0 | 0 | |
| Realpage Inc | COM | 75606N109 | 4399 | 74750 | SH | DFND | 74750 | 0 | 0 | |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | 679 | 33870 | SH | DFND | 33870 | 0 | 0 | |
| Salesforce Com Inc | COM | 79466L302 | 73149 | 482103 | SH | DFND | 482103 | 0 | 0 | |
| Sea Ltd | SPONSORED ADS | 81141R100 | 53149 | 1599905 | SH | DFND | 1599905 | 0 | 0 | |
| Servicenow Inc | COM | 81762P102 | 55073 | 200580 | SH | DFND | 200580 | 0 | 0 | |
| Smartsheet Inc | COM CL A | 83200N103 | 1778 | 36740 | SH | DFND | 36740 | 0 | 0 | |
| Snap Inc | CL A | 83304A106 | 74855 | 5234631 | SH | DFND | 5234631 | 0 | 0 | |
| Sony Corp | SPONSORED ADR | 835699307 | 2026 | 38670 | SH | DFND | 38670 | 0 | 0 | |
| Spotify Technology S A | SHS | L8681T102 | 2042 | 13967 | SH | DFND | 13967 | 0 | 0 | |
| Sprint Corporation | COM | 85207U105 | 438 | 66610 | SH | DFND | 66610 | 0 | 0 | |
| Square Inc | CL A | 852234103 | 21312 | 293838 | SH | DFND | 293838 | 0 | 0 | |
| T Mobile Us Inc | COM | 872590104 | 56762 | 765600 | SH | DFND | 765600 | 0 | 0 | |
| Twilio Inc | CL A | 90138F102 | 1996 | 14640 | SH | DFND | 14640 | 0 | 0 | |
| Uber Technologies Inc | COM | 90353T100 | 124755 | 2689840 | SH | DFND | 2689840 | 0 | 0 | |
| Veeva Sys Inc | CL A COM | 922475108 | 1426 | 8795 | SH | DFND | 8795 | 0 | 0 | |
| Visa Inc | COM CL A | 92826C839 | 59823 | 344700 | SH | DFND | 344700 | 0 | 0 | |
| Wayfair Inc | CL A | 94419L101 | 1826 | 12505 | SH | DFND | 12505 | 0 | 0 | |
| Workday Inc | CL A | 98138H101 | 101513 | 493787 | SH | DFND | 493787 | 0 | 0 | |
| Zendesk Inc | COM | 98936J101 | 3036 | 34102 | SH | DFND | 34102 | 0 | 0 | |
| Zillow Group Inc | CL C CAP STK | 98954M200 | 1076 | 23200 | SH | DFND | 23200 | 0 | 0 |
<?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>Abbott Labs</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>002824100</cusip> <value>77061</value> <shrsOrPrnAmt><sshPrnamt>916300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>916300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Activision Blizzard Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00507V109</cusip> <value>82320</value> <shrsOrPrnAmt><sshPrnamt>1744075</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1744075</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Adobe Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00724F101</cusip> <value>152031</value> <shrsOrPrnAmt><sshPrnamt>515971</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>515971</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Agnico Eagle Mines Ltd</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>008474108</cusip> <value>21490</value> <shrsOrPrnAmt><sshPrnamt>419400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>419400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alibaba Group Hldg Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>01609W102</cusip> <value>175956</value> <shrsOrPrnAmt><sshPrnamt>1038393</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1038393</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alteryx Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>02156B103</cusip> <value>2441</value> <shrsOrPrnAmt><sshPrnamt>22373</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>22373</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Amazon Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>237702</value> <shrsOrPrnAmt><sshPrnamt>125527</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>125527</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Atlassian Corp Plc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>G06242104</cusip> <value>1313</value> <shrsOrPrnAmt><sshPrnamt>10035</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>10035</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Autodesk Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>052769106</cusip> <value>3871</value> <shrsOrPrnAmt><sshPrnamt>23762</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>23762</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Barrick Gold Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>067901108</cusip> <value>62766</value> <shrsOrPrnAmt><sshPrnamt>3980100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3980100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cabot Oil & Gas Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>127097103</cusip> <value>9081</value> <shrsOrPrnAmt><sshPrnamt>395500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>395500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cheniere Energy Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>16411R208</cusip> <value>4691</value> <shrsOrPrnAmt><sshPrnamt>68530</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>68530</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Coupa Software Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>22266L106</cusip> <value>87779</value> <shrsOrPrnAmt><sshPrnamt>693306</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>693306</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Docusign Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>256163106</cusip> <value>5652</value> <shrsOrPrnAmt><sshPrnamt>113700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>113700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Eagle Materials Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>26969P108</cusip> <value>3722</value> <shrsOrPrnAmt><sshPrnamt>40150</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>40150</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Facebook Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>30303M102</cusip> <value>6744</value> <shrsOrPrnAmt><sshPrnamt>34941</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>34941</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fidelity Natl Information Sv</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>31620M106</cusip> <value>60510</value> <shrsOrPrnAmt><sshPrnamt>493237</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>493237</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fleetcor Technologies Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>339041105</cusip> <value>4960</value> <shrsOrPrnAmt><sshPrnamt>17660</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>17660</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fox Corp</nameOfIssuer> <titleOfClass>CL A COM</titleOfClass> <cusip>35137L105</cusip> <value>3102</value> <shrsOrPrnAmt><sshPrnamt>84655</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>84655</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>General Electric Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>369604103</cusip> <value>65002</value> <shrsOrPrnAmt><sshPrnamt>6190650</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>6190650</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Home Depot Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>437076102</cusip> <value>94398</value> <shrsOrPrnAmt><sshPrnamt>453900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>453900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ihs Markit Ltd</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G47567105</cusip> <value>11974</value> <shrsOrPrnAmt><sshPrnamt>188000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>188000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Illumina Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>452327109</cusip> <value>62880</value> <shrsOrPrnAmt><sshPrnamt>170800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>170800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Incyte Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>45337C102</cusip> <value>17196</value> <shrsOrPrnAmt><sshPrnamt>202400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>202400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Intelsat S A</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>L5140P101</cusip> <value>26541</value> <shrsOrPrnAmt><sshPrnamt>1364570</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1364570</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ishares Tr</nameOfIssuer> <titleOfClass>MSCI EMG MKT ETF</titleOfClass> <cusip>464287234</cusip> <value>103435</value> <shrsOrPrnAmt><sshPrnamt>2410500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2410500</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>6058</value> <shrsOrPrnAmt><sshPrnamt>200000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Put</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>200000</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>39353</value> <shrsOrPrnAmt><sshPrnamt>1299213</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1299213</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Marathon Pete Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>56585A102</cusip> <value>22916</value> <shrsOrPrnAmt><sshPrnamt>410100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>410100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mastercard Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>57636Q104</cusip> <value>61900</value> <shrsOrPrnAmt><sshPrnamt>234000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>234000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mercadolibre Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>58733R102</cusip> <value>119242</value> <shrsOrPrnAmt><sshPrnamt>194913</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>194913</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Merck & Co Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>58933Y105</cusip> <value>39175</value> <shrsOrPrnAmt><sshPrnamt>467200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>467200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Micron Technology Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>595112103</cusip> <value>8899</value> <shrsOrPrnAmt><sshPrnamt>230613</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>230613</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>700101</value> <shrsOrPrnAmt><sshPrnamt>5226193</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>5226193</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Netflix Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>64110L106</cusip> <value>196208</value> <shrsOrPrnAmt><sshPrnamt>534160</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>534160</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>New Fortress Energy Llc Cl A Shs Rp</nameOfIssuer> <titleOfClass>LLC</titleOfClass> <cusip>644393100</cusip> <value>14052</value> <shrsOrPrnAmt><sshPrnamt>1200000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1200000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nxp Semiconductors N V</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>N6596X109</cusip> <value>1535</value> <shrsOrPrnAmt><sshPrnamt>15725</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>15725</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palo Alto Networks Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>697435105</cusip> <value>8293</value> <shrsOrPrnAmt><sshPrnamt>40700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>40700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Paypal Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>70450Y103</cusip> <value>55067</value> <shrsOrPrnAmt><sshPrnamt>481100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>481100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Pg&E Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>69331C108</cusip> <value>69936</value> <shrsOrPrnAmt><sshPrnamt>3051300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3051300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Qorvo Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>74736K101</cusip> <value>778</value> <shrsOrPrnAmt><sshPrnamt>11675</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>11675</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Realpage Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>75606N109</cusip> <value>4399</value> <shrsOrPrnAmt><sshPrnamt>74750</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>74750</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sailpoint Technlgies Hldgs I</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>78781P105</cusip> <value>679</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>Salesforce Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>79466L302</cusip> <value>73149</value> <shrsOrPrnAmt><sshPrnamt>482103</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>482103</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sea Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>81141R100</cusip> <value>53149</value> <shrsOrPrnAmt><sshPrnamt>1599905</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1599905</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Servicenow Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>81762P102</cusip> <value>55073</value> <shrsOrPrnAmt><sshPrnamt>200580</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>200580</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Smartsheet Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>83200N103</cusip> <value>1778</value> <shrsOrPrnAmt><sshPrnamt>36740</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>36740</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Snap Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>83304A106</cusip> <value>74855</value> <shrsOrPrnAmt><sshPrnamt>5234631</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>5234631</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sony Corp</nameOfIssuer> <titleOfClass>SPONSORED ADR</titleOfClass> <cusip>835699307</cusip> <value>2026</value> <shrsOrPrnAmt><sshPrnamt>38670</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>38670</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Spotify Technology S A</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>L8681T102</cusip> <value>2042</value> <shrsOrPrnAmt><sshPrnamt>13967</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>13967</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sprint Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>85207U105</cusip> <value>438</value> <shrsOrPrnAmt><sshPrnamt>66610</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>66610</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Square Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>852234103</cusip> <value>21312</value> <shrsOrPrnAmt><sshPrnamt>293838</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>293838</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>T Mobile Us Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>872590104</cusip> <value>56762</value> <shrsOrPrnAmt><sshPrnamt>765600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>765600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Twilio Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>90138F102</cusip> <value>1996</value> <shrsOrPrnAmt><sshPrnamt>14640</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>14640</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Uber Technologies Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>90353T100</cusip> <value>124755</value> <shrsOrPrnAmt><sshPrnamt>2689840</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2689840</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Veeva Sys Inc</nameOfIssuer> <titleOfClass>CL A COM</titleOfClass> <cusip>922475108</cusip> <value>1426</value> <shrsOrPrnAmt><sshPrnamt>8795</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>8795</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Visa Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>92826C839</cusip> <value>59823</value> <shrsOrPrnAmt><sshPrnamt>344700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>344700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Wayfair Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>94419L101</cusip> <value>1826</value> <shrsOrPrnAmt><sshPrnamt>12505</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>12505</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Workday Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98138H101</cusip> <value>101513</value> <shrsOrPrnAmt><sshPrnamt>493787</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>493787</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Zendesk Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>98936J101</cusip> <value>3036</value> <shrsOrPrnAmt><sshPrnamt>34102</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>34102</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Zillow Group Inc</nameOfIssuer> <titleOfClass>CL C CAP STK</titleOfClass> <cusip>98954M200</cusip> <value>1076</value> <shrsOrPrnAmt><sshPrnamt>23200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>23200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>