Duquesne家族办公室有限责任公司 — 13F-HR表格,截至2019-09-30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 9 月 30 日
封面
报告日历年度或季度:2019 年 9 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 11 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:43
表内价值合计:2,570,139(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>09-30-2019</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>09-30-2019</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>11-14-2019</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>43</tableEntryTotal> <tableValueTotal>2570139</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>
| 发行人名称 | 证券类型 | CUSIP | 市值 (千美元) | 持股数量 | 投资决定权 | 单独投票权 | 共享投票权 | 无投票权 | |
|---|---|---|---|---|---|---|---|---|---|
| Abbott Labs | COM | 002824100 | 76667 | 916300 | DFND | 916300 | 0 | 0 | |
| Activision Blizzard Inc | COM | 00507V109 | 87443 | 1652355 | DFND | 1652355 | 0 | 0 | |
| Adobe Inc | COM | 00724F101 | 8451 | 30592 | DFND | 30592 | 0 | 0 | |
| Agnico Eagle Mines Ltd | COM | 008474108 | 31421 | 586100 | DFND | 586100 | 0 | 0 | |
| Alibaba Group Hldg Ltd | SPONSORED ADS | 01609W102 | 80427 | 480937 | DFND | 480937 | 0 | 0 | |
| Alteryx Inc | COM CL A | 02156B103 | 46155 | 429626 | DFND | 429626 | 0 | 0 | |
| Amazon Com Inc | COM | 023135106 | 263053 | 151536 | DFND | 151536 | 0 | 0 | |
| Anaplan Inc | COM | 03272L108 | 62197 | 1323345 | DFND | 1323345 | 0 | 0 | |
| Atlassian Corp Plc | CL A | G06242104 | 3231 | 25755 | DFND | 25755 | 0 | 0 | |
| Barrick Gold Corporation | COM | 067901108 | 68008 | 3924300 | DFND | 3924300 | 0 | 0 | |
| Coupa Software Inc | COM | 22266L106 | 73680 | 568647 | DFND | 568647 | 0 | 0 | |
| Crowdstrike Hldgs Inc | CL A | 22788C105 | 4661 | 79940 | DFND | 79940 | 0 | 0 | |
| Eagle Materials Inc | COM | 26969P108 | 6975 | 77487 | DFND | 77487 | 0 | 0 | |
| Electronic Arts Inc | COM | 285512109 | 15798 | 161500 | DFND | 161500 | 0 | 0 | |
| Facebook Inc | CL A | 30303M102 | 25299 | 142068 | DFND | 142068 | 0 | 0 | |
| Fastly Inc | CL A | 31188V100 | 2732 | 113826 | DFND | 113826 | 0 | 0 | |
| Fidelity Natl Information Sv | COM | 31620M106 | 16635 | 125305 | DFND | 125305 | 0 | 0 | |
| General Electric Co | COM | 369604103 | 132718 | 14845368 | DFND | 14845368 | 0 | 0 | |
| General Electric Co | COM | 369604103 | 15413 | 1724100 | Call | DFND | 1724100 | 0 | 0 |
| Hdfc Bank Ltd | SPONSORED ADS | 40415F101 | 48435 | 849000 | DFND | 849000 | 0 | 0 | |
| Home Depot Inc | COM | 437076102 | 96010 | 413800 | DFND | 413800 | 0 | 0 | |
| Intuitive Surgical Inc | COM NEW | 46120E602 | 15010 | 27800 | DFND | 27800 | 0 | 0 | |
| Ishares Tr | MSCI INDIA ETF | 46429B598 | 49566 | 1476500 | DFND | 1476500 | 0 | 0 | |
| Mastercard Inc | CL A | 57636Q104 | 3019 | 11115 | DFND | 11115 | 0 | 0 | |
| Medicines Co | COM | 584688105 | 29275 | 585500 | DFND | 585500 | 0 | 0 | |
| Mercadolibre Inc | COM | 58733R102 | 94199 | 170888 | DFND | 170888 | 0 | 0 | |
| Microsoft Corp | COM | 594918104 | 555384 | 3994703 | DFND | 3994703 | 0 | 0 | |
| Netflix Inc | COM | 64110L106 | 92910 | 347172 | DFND | 347172 | 0 | 0 | |
| New Relic Inc | COM | 64829B100 | 2943 | 47885 | DFND | 47885 | 0 | 0 | |
| Okta Inc | CL A | 679295105 | 23561 | 239300 | DFND | 239300 | 0 | 0 | |
| Realpage Inc | COM | 75606N109 | 5189 | 82543 | DFND | 82543 | 0 | 0 | |
| Reata Pharmaceuticals Inc | CL A | 75615P103 | 13913 | 173285 | DFND | 173285 | 0 | 0 | |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | 297 | 15870 | DFND | 15870 | 0 | 0 | |
| Sea Ltd | SPONSORED ADS | 81141R100 | 75620 | 2443285 | DFND | 2443285 | 0 | 0 | |
| Servicenow Inc | COM | 81762P102 | 128859 | 507618 | DFND | 507618 | 0 | 0 | |
| Shopify Inc | CL A | 82509L107 | 66222 | 212480 | DFND | 212480 | 0 | 0 | |
| Smartsheet Inc | COM CL A | 83200N103 | 13926 | 386510 | DFND | 386510 | 0 | 0 | |
| Twilio Inc | CL A | 90138F102 | 12460 | 113315 | DFND | 113315 | 0 | 0 | |
| Uber Technologies Inc | COM | 90353T100 | 5085 | 166882 | DFND | 166882 | 0 | 0 | |
| Visa Inc | COM CL A | 92826C839 | 93935 | 546100 | DFND | 546100 | 0 | 0 | |
| Wayfair Inc | CL A | 94419L101 | 3003 | 26785 | DFND | 26785 | 0 | 0 | |
| Workday Inc | CL A | 98138H101 | 115656 | 680487 | DFND | 680487 | 0 | 0 | |
| Zoom Video Communications In | CL A | 98980L101 | 4702 | 61700 | DFND | 61700 | 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>76667</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>87443</value> <shrsOrPrnAmt><sshPrnamt>1652355</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1652355</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Adobe Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00724F101</cusip> <value>8451</value> <shrsOrPrnAmt><sshPrnamt>30592</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>30592</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Agnico Eagle Mines Ltd</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>008474108</cusip> <value>31421</value> <shrsOrPrnAmt><sshPrnamt>586100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>586100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alibaba Group Hldg Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>01609W102</cusip> <value>80427</value> <shrsOrPrnAmt><sshPrnamt>480937</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>480937</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alteryx Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>02156B103</cusip> <value>46155</value> <shrsOrPrnAmt><sshPrnamt>429626</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>429626</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Amazon Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>263053</value> <shrsOrPrnAmt><sshPrnamt>151536</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>151536</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Anaplan Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>03272L108</cusip> <value>62197</value> <shrsOrPrnAmt><sshPrnamt>1323345</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1323345</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Atlassian Corp Plc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>G06242104</cusip> <value>3231</value> <shrsOrPrnAmt><sshPrnamt>25755</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>25755</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Barrick Gold Corporation</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>067901108</cusip> <value>68008</value> <shrsOrPrnAmt><sshPrnamt>3924300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3924300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Coupa Software Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>22266L106</cusip> <value>73680</value> <shrsOrPrnAmt><sshPrnamt>568647</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>568647</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Crowdstrike Hldgs Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>22788C105</cusip> <value>4661</value> <shrsOrPrnAmt><sshPrnamt>79940</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>79940</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Eagle Materials Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>26969P108</cusip> <value>6975</value> <shrsOrPrnAmt><sshPrnamt>77487</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>77487</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Electronic Arts Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>285512109</cusip> <value>15798</value> <shrsOrPrnAmt><sshPrnamt>161500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>161500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Facebook Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>30303M102</cusip> <value>25299</value> <shrsOrPrnAmt><sshPrnamt>142068</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>142068</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fastly Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>31188V100</cusip> <value>2732</value> <shrsOrPrnAmt><sshPrnamt>113826</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>113826</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fidelity Natl Information Sv</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>31620M106</cusip> <value>16635</value> <shrsOrPrnAmt><sshPrnamt>125305</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>125305</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>General Electric Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>369604103</cusip> <value>132718</value> <shrsOrPrnAmt><sshPrnamt>14845368</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>14845368</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>General Electric Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>369604103</cusip> <value>15413</value> <shrsOrPrnAmt><sshPrnamt>1724100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1724100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Hdfc Bank Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>40415F101</cusip> <value>48435</value> <shrsOrPrnAmt><sshPrnamt>849000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>849000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Home Depot Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>437076102</cusip> <value>96010</value> <shrsOrPrnAmt><sshPrnamt>413800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>413800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Intuitive Surgical Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>46120E602</cusip> <value>15010</value> <shrsOrPrnAmt><sshPrnamt>27800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>27800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Ishares Tr</nameOfIssuer> <titleOfClass>MSCI INDIA ETF</titleOfClass> <cusip>46429B598</cusip> <value>49566</value> <shrsOrPrnAmt><sshPrnamt>1476500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1476500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mastercard Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>57636Q104</cusip> <value>3019</value> <shrsOrPrnAmt><sshPrnamt>11115</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>11115</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Medicines Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>584688105</cusip> <value>29275</value> <shrsOrPrnAmt><sshPrnamt>585500</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>585500</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mercadolibre Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>58733R102</cusip> <value>94199</value> <shrsOrPrnAmt><sshPrnamt>170888</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>170888</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>555384</value> <shrsOrPrnAmt><sshPrnamt>3994703</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3994703</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Netflix Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>64110L106</cusip> <value>92910</value> <shrsOrPrnAmt><sshPrnamt>347172</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>347172</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>New Relic Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>64829B100</cusip> <value>2943</value> <shrsOrPrnAmt><sshPrnamt>47885</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>47885</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Okta Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>679295105</cusip> <value>23561</value> <shrsOrPrnAmt><sshPrnamt>239300</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>239300</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Realpage Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>75606N109</cusip> <value>5189</value> <shrsOrPrnAmt><sshPrnamt>82543</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>82543</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Reata Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>75615P103</cusip> <value>13913</value> <shrsOrPrnAmt><sshPrnamt>173285</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>173285</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sailpoint Technlgies Hldgs I</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>78781P105</cusip> <value>297</value> <shrsOrPrnAmt><sshPrnamt>15870</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>15870</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sea Ltd</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>81141R100</cusip> <value>75620</value> <shrsOrPrnAmt><sshPrnamt>2443285</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2443285</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Servicenow Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>81762P102</cusip> <value>128859</value> <shrsOrPrnAmt><sshPrnamt>507618</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>507618</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Shopify Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>82509L107</cusip> <value>66222</value> <shrsOrPrnAmt><sshPrnamt>212480</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>212480</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Smartsheet Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>83200N103</cusip> <value>13926</value> <shrsOrPrnAmt><sshPrnamt>386510</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>386510</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Twilio Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>90138F102</cusip> <value>12460</value> <shrsOrPrnAmt><sshPrnamt>113315</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>113315</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Uber Technologies Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>90353T100</cusip> <value>5085</value> <shrsOrPrnAmt><sshPrnamt>166882</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>166882</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Visa Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>92826C839</cusip> <value>93935</value> <shrsOrPrnAmt><sshPrnamt>546100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>546100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Wayfair Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>94419L101</cusip> <value>3003</value> <shrsOrPrnAmt><sshPrnamt>26785</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>26785</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Workday Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98138H101</cusip> <value>115656</value> <shrsOrPrnAmt><sshPrnamt>680487</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>680487</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Zoom Video Communications In</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98980L101</cusip> <value>4702</value> <shrsOrPrnAmt><sshPrnamt>61700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>61700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>