Duquesne家族办公室有限责任公司 — 13F-HR表格,截至2020-12-31的持仓

2020 · filing · 原文约 739 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

杜肯家族办公室有限责任公司(Duquesne Family Office LLC)于 2020 年 12 月 31 日提交的 13F-HR 表格,是一份 13F 持仓报告。报告汇总了该机构名下管理的股权证券持仓信息:本期共持有 56 个标的,持仓总市值为 37.12697 亿美元。报告为非修正版本,签署人为总法律顾问杰拉尔德·克纳(Gerald Kerner),签字日期为 2021 年 2 月 16 日。

<?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>12-31-2020</periodOfReport> </filerInfo> </headerData> <!--Form Data--> <formData> <!--Cover Page--> <coverPage> <reportCalendarOrQuarter>12-31-2020</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>02-16-2021</signatureDate> </signatureBlock> <!--Summay Page--> <summaryPage> <otherIncludedManagersCount>0</otherIncludedManagersCount> <tableEntryTotal>56</tableEntryTotal> <tableValueTotal>3712697</tableValueTotal> </summaryPage> <!--End Form Data--> </formData> <!--Documents--> <!--End of document--> </edgarSubmission>

发行人名称股票类别CUSIP价值(千美元)持股数量数量类型买入/卖出权投资决定权独享投票权共享投票权无投票权
Abcellera Biologics Inc普通股00288U10626548659750-基金65975000
Alcoa Corp普通股013872106254011102000-基金110200000
Alphabet IncA 类资本股票02079K3053334219024-基金1902400
Amazon Com Inc普通股02313510626952182753-基金8275300
Analog Devices Inc普通股03265410531515213328-基金21332800
Arco Platform Ltd ComA 类G045531068392236460-基金23646000
Array Technologies Inc普通股04271T10022357518250-基金51825000
Barrick Gold Corp普通股067901108821643606850-基金360685000
Biomarin Pharmaceutical Inc普通股09061G10116898192700-基金19270000
Canadian Nat Res Ltd普通股1363851019897411525-基金41152500
Carnival Corp单位 99/99/9999143658300572782644400-基金264440000
Carvana CoA 类146869102116412485981-基金48598100
Cloudflare IncA 类普通股18915M10760097790848-基金79084800
Crowdstrike Hldgs IncA 类22788C1051658678304-基金7830400
Cummins Inc普通股23102110649808219320-基金21932000
Cyberark Software LtdM2682V1081356883965-基金8396500
Dbx Etf TrXTRACK HRVST CSI23305187936691915910-基金91591000
Dish Network CorporationA 类25470M10912147375600看涨基金37560000
Disney Walt Co普通股254687106123988684335-基金68433500
Elanco Animal Health Inc普通股28414H10319137623975-基金62397500
Expedia Group Inc新版普通股30212P30335788270299-基金27029900
Fastly IncA 类31188V10013724157078-基金15707800
First Solar Inc普通股33643310722851231000-基金23100000
Flex Ltd普通股Y2573F102311671733430-基金173343000
Freeport-Mcmoran IncB 类35671D8571635206284379-基金628437900
General Electric Co普通股369604103472584375778-基金437577800
General Electric Co普通股3696041034544420700看涨基金42070000
Hess Corp普通股42809H1078805166800-基金16680000
Iqvia Hldgs Inc普通股46266C10536188201977-基金20197700
Jd.Com Inc美国存托凭证 A 类47215P10618047205313-基金20531300
Liberty Media Corp DelC 系列 Formula One 普通股53122985420695485800-基金48580000
Linde PlcG5494J10338123144675-基金14467500
Live Nation Entertainment In普通股53803410915750214350-基金21435000
Mercadolibre Inc普通股58733R10210600363277-基金6327700
Microsoft Corp普通股5949181045867602638074-基金263807400
New York Times CoA 类65011110726566513150-基金51315000
Nextera Energy Inc普通股65339F10160162779800-基金77980000
Nuance Communications Inc普通股67020Y1001283692911525-基金291152500
Option Care Health Inc新版普通股68404L2016083388915-基金38891500
Palo Alto Networks Inc普通股697435105163145459060-基金45906000
Paypal Hldgs Inc普通股70450Y1031573567188-基金6718800
Penn Natl Gaming Inc普通股7075691091310671517501-基金151750100
Reata Pharmaceuticals IncA 类75615P10392702749897-基金74989700
Sailpoint Technologies Hldgs普通股78781P105468588005-基金8800500
Sea Ltd美国存托凭证81141R100152216764714-基金76471400
Smartsheet IncA 类普通股83200N10327880402361-基金40236100
Starbucks Corp普通股8552441092115101977100-基金197710000
Sunrun Inc普通股86771W10545897661535-基金66153500
Teck Resources LtdB 类878742204594483275350-基金327535000
T-Mobile Us Inc普通股8725901043153582338580-基金233858000
Uber Technologies Inc普通股90353T10016405321675-基金32167500
Us Foods Hldg Corp普通股9120081095236157200-基金15720000
Vale S A美国存托凭证91912E10511581691012-基金69101200
Vaneck Vectors Etf Tr半导体 ETF92189F67627062123900-基金12390000
Vapotherm Inc普通股922107107208677660-基金7766000
Workday IncA 类98138H10128533119082-基金11908200

<?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>Abcellera Biologics Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>00288U106</cusip> <value>26548</value> <shrsOrPrnAmt><sshPrnamt>659750</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>659750</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alcoa Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>013872106</cusip> <value>25401</value> <shrsOrPrnAmt><sshPrnamt>1102000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1102000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Alphabet Inc</nameOfIssuer> <titleOfClass>CAP STK CL A</titleOfClass> <cusip>02079K305</cusip> <value>33342</value> <shrsOrPrnAmt><sshPrnamt>19024</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>19024</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Amazon Com Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>023135106</cusip> <value>269521</value> <shrsOrPrnAmt><sshPrnamt>82753</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>82753</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Analog Devices Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>032654105</cusip> <value>31515</value> <shrsOrPrnAmt><sshPrnamt>213328</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>213328</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Arco Platform Ltd Com</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>G04553106</cusip> <value>8392</value> <shrsOrPrnAmt><sshPrnamt>236460</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>236460</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Array Technologies Inc</nameOfIssuer> <titleOfClass>COM SHS</titleOfClass> <cusip>04271T100</cusip> <value>22357</value> <shrsOrPrnAmt><sshPrnamt>518250</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>518250</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Barrick Gold Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>067901108</cusip> <value>82164</value> <shrsOrPrnAmt><sshPrnamt>3606850</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3606850</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Biomarin Pharmaceutical Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>09061G101</cusip> <value>16898</value> <shrsOrPrnAmt><sshPrnamt>192700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>192700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Canadian Nat Res Ltd</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>136385101</cusip> <value>9897</value> <shrsOrPrnAmt><sshPrnamt>411525</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>411525</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Carnival Corp</nameOfIssuer> <titleOfClass>UNIT 99/99/9999</titleOfClass> <cusip>143658300</cusip> <value>57278</value> <shrsOrPrnAmt><sshPrnamt>2644400</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2644400</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Carvana Co</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>146869102</cusip> <value>116412</value> <shrsOrPrnAmt><sshPrnamt>485981</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>485981</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cloudflare Inc</nameOfIssuer> <titleOfClass>CL A COM</titleOfClass> <cusip>18915M107</cusip> <value>60097</value> <shrsOrPrnAmt><sshPrnamt>790848</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>790848</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Crowdstrike Hldgs Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>22788C105</cusip> <value>16586</value> <shrsOrPrnAmt><sshPrnamt>78304</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>78304</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cummins Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>231021106</cusip> <value>49808</value> <shrsOrPrnAmt><sshPrnamt>219320</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>219320</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Cyberark Software Ltd</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>M2682V108</cusip> <value>13568</value> <shrsOrPrnAmt><sshPrnamt>83965</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>83965</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Dbx Etf Tr</nameOfIssuer> <titleOfClass>XTRACK HRVST CSI</titleOfClass> <cusip>233051879</cusip> <value>36691</value> <shrsOrPrnAmt><sshPrnamt>915910</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>915910</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Dish Network Corporation</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>25470M109</cusip> <value>12147</value> <shrsOrPrnAmt><sshPrnamt>375600</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>375600</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Disney Walt Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>254687106</cusip> <value>123988</value> <shrsOrPrnAmt><sshPrnamt>684335</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>684335</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Elanco Animal Health Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>28414H103</cusip> <value>19137</value> <shrsOrPrnAmt><sshPrnamt>623975</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>623975</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Expedia Group Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>30212P303</cusip> <value>35788</value> <shrsOrPrnAmt><sshPrnamt>270299</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>270299</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Fastly Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>31188V100</cusip> <value>13724</value> <shrsOrPrnAmt><sshPrnamt>157078</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>157078</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>First Solar Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>336433107</cusip> <value>22851</value> <shrsOrPrnAmt><sshPrnamt>231000</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>231000</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Flex Ltd</nameOfIssuer> <titleOfClass>ORD</titleOfClass> <cusip>Y2573F102</cusip> <value>31167</value> <shrsOrPrnAmt><sshPrnamt>1733430</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1733430</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Freeport-Mcmoran Inc</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>35671D857</cusip> <value>163520</value> <shrsOrPrnAmt><sshPrnamt>6284379</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>6284379</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>General Electric Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>369604103</cusip> <value>47258</value> <shrsOrPrnAmt><sshPrnamt>4375778</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>4375778</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>General Electric Co</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>369604103</cusip> <value>4544</value> <shrsOrPrnAmt><sshPrnamt>420700</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <putCall>Call</putCall> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>420700</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Hess Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>42809H107</cusip> <value>8805</value> <shrsOrPrnAmt><sshPrnamt>166800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>166800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Iqvia Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>46266C105</cusip> <value>36188</value> <shrsOrPrnAmt><sshPrnamt>201977</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>201977</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>18047</value> <shrsOrPrnAmt><sshPrnamt>205313</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>205313</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Liberty Media Corp Del</nameOfIssuer> <titleOfClass>COM SER C FRMLA</titleOfClass> <cusip>531229854</cusip> <value>20695</value> <shrsOrPrnAmt><sshPrnamt>485800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>485800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Linde Plc</nameOfIssuer> <titleOfClass>SHS</titleOfClass> <cusip>G5494J103</cusip> <value>38123</value> <shrsOrPrnAmt><sshPrnamt>144675</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>144675</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Live Nation Entertainment In</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>538034109</cusip> <value>15750</value> <shrsOrPrnAmt><sshPrnamt>214350</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>214350</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Mercadolibre Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>58733R102</cusip> <value>106003</value> <shrsOrPrnAmt><sshPrnamt>63277</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>63277</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Microsoft Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>594918104</cusip> <value>586760</value> <shrsOrPrnAmt><sshPrnamt>2638074</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2638074</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>New York Times Co</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>650111107</cusip> <value>26566</value> <shrsOrPrnAmt><sshPrnamt>513150</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>513150</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nextera Energy Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>65339F101</cusip> <value>60162</value> <shrsOrPrnAmt><sshPrnamt>779800</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>779800</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Nuance Communications Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>67020Y100</cusip> <value>128369</value> <shrsOrPrnAmt><sshPrnamt>2911525</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2911525</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Option Care Health Inc</nameOfIssuer> <titleOfClass>COM NEW</titleOfClass> <cusip>68404L201</cusip> <value>6083</value> <shrsOrPrnAmt><sshPrnamt>388915</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>388915</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Palo Alto Networks Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>697435105</cusip> <value>163145</value> <shrsOrPrnAmt><sshPrnamt>459060</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>459060</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Paypal Hldgs Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>70450Y103</cusip> <value>15735</value> <shrsOrPrnAmt><sshPrnamt>67188</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>67188</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Penn Natl Gaming Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>707569109</cusip> <value>131067</value> <shrsOrPrnAmt><sshPrnamt>1517501</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1517501</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Reata Pharmaceuticals Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>75615P103</cusip> <value>92702</value> <shrsOrPrnAmt><sshPrnamt>749897</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>749897</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sailpoint Technologies Hldgs</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>78781P105</cusip> <value>4685</value> <shrsOrPrnAmt><sshPrnamt>88005</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>88005</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sea Ltd</nameOfIssuer> <titleOfClass>SPONSORD ADS</titleOfClass> <cusip>81141R100</cusip> <value>152216</value> <shrsOrPrnAmt><sshPrnamt>764714</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>764714</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Smartsheet Inc</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>83200N103</cusip> <value>27880</value> <shrsOrPrnAmt><sshPrnamt>402361</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>402361</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Starbucks Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>855244109</cusip> <value>211510</value> <shrsOrPrnAmt><sshPrnamt>1977100</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>1977100</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Sunrun Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>86771W105</cusip> <value>45897</value> <shrsOrPrnAmt><sshPrnamt>661535</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>661535</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Teck Resources Ltd</nameOfIssuer> <titleOfClass>CL B</titleOfClass> <cusip>878742204</cusip> <value>59448</value> <shrsOrPrnAmt><sshPrnamt>3275350</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>3275350</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>T-Mobile Us Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>872590104</cusip> <value>315358</value> <shrsOrPrnAmt><sshPrnamt>2338580</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>2338580</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Uber Technologies Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>90353T100</cusip> <value>16405</value> <shrsOrPrnAmt><sshPrnamt>321675</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>321675</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Us Foods Hldg Corp</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>912008109</cusip> <value>5236</value> <shrsOrPrnAmt><sshPrnamt>157200</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>157200</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vale S A</nameOfIssuer> <titleOfClass>SPONSORED ADS</titleOfClass> <cusip>91912E105</cusip> <value>11581</value> <shrsOrPrnAmt><sshPrnamt>691012</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>691012</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vaneck Vectors Etf Tr</nameOfIssuer> <titleOfClass>SEMICONDUCTOR ET</titleOfClass> <cusip>92189F676</cusip> <value>27062</value> <shrsOrPrnAmt><sshPrnamt>123900</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>123900</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Vapotherm Inc</nameOfIssuer> <titleOfClass>COM</titleOfClass> <cusip>922107107</cusip> <value>2086</value> <shrsOrPrnAmt><sshPrnamt>77660</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>77660</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> <infoTable><nameOfIssuer>Workday Inc</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>98138H101</cusip> <value>28533</value> <shrsOrPrnAmt><sshPrnamt>119082</sshPrnamt><sshPrnamtType>SH</sshPrnamtType></shrsOrPrnAmt> <investmentDiscretion>DFND</investmentDiscretion> <votingAuthority><Sole>119082</Sole> <Shared>0</Shared> <None>0</None></votingAuthority></infoTable> </informationTable>