Duquesne家族办公室有限责任公司 — 13F-HR表格,截至2020-12-31的持仓
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 | 00288U106 | 26548 | 659750 | 股 | - | 基金 | 659750 | 0 | 0 |
| Alcoa Corp | 普通股 | 013872106 | 25401 | 1102000 | 股 | - | 基金 | 1102000 | 0 | 0 |
| Alphabet Inc | A 类资本股票 | 02079K305 | 33342 | 19024 | 股 | - | 基金 | 19024 | 0 | 0 |
| Amazon Com Inc | 普通股 | 023135106 | 269521 | 82753 | 股 | - | 基金 | 82753 | 0 | 0 |
| Analog Devices Inc | 普通股 | 032654105 | 31515 | 213328 | 股 | - | 基金 | 213328 | 0 | 0 |
| Arco Platform Ltd Com | A 类 | G04553106 | 8392 | 236460 | 股 | - | 基金 | 236460 | 0 | 0 |
| Array Technologies Inc | 普通股 | 04271T100 | 22357 | 518250 | 股 | - | 基金 | 518250 | 0 | 0 |
| Barrick Gold Corp | 普通股 | 067901108 | 82164 | 3606850 | 股 | - | 基金 | 3606850 | 0 | 0 |
| Biomarin Pharmaceutical Inc | 普通股 | 09061G101 | 16898 | 192700 | 股 | - | 基金 | 192700 | 0 | 0 |
| Canadian Nat Res Ltd | 普通股 | 136385101 | 9897 | 411525 | 股 | - | 基金 | 411525 | 0 | 0 |
| Carnival Corp | 单位 99/99/9999 | 143658300 | 57278 | 2644400 | 股 | - | 基金 | 2644400 | 0 | 0 |
| Carvana Co | A 类 | 146869102 | 116412 | 485981 | 股 | - | 基金 | 485981 | 0 | 0 |
| Cloudflare Inc | A 类普通股 | 18915M107 | 60097 | 790848 | 股 | - | 基金 | 790848 | 0 | 0 |
| Crowdstrike Hldgs Inc | A 类 | 22788C105 | 16586 | 78304 | 股 | - | 基金 | 78304 | 0 | 0 |
| Cummins Inc | 普通股 | 231021106 | 49808 | 219320 | 股 | - | 基金 | 219320 | 0 | 0 |
| Cyberark Software Ltd | 股 | M2682V108 | 13568 | 83965 | 股 | - | 基金 | 83965 | 0 | 0 |
| Dbx Etf Tr | XTRACK HRVST CSI | 233051879 | 36691 | 915910 | 股 | - | 基金 | 915910 | 0 | 0 |
| Dish Network Corporation | A 类 | 25470M109 | 12147 | 375600 | 股 | 看涨 | 基金 | 375600 | 0 | 0 |
| Disney Walt Co | 普通股 | 254687106 | 123988 | 684335 | 股 | - | 基金 | 684335 | 0 | 0 |
| Elanco Animal Health Inc | 普通股 | 28414H103 | 19137 | 623975 | 股 | - | 基金 | 623975 | 0 | 0 |
| Expedia Group Inc | 新版普通股 | 30212P303 | 35788 | 270299 | 股 | - | 基金 | 270299 | 0 | 0 |
| Fastly Inc | A 类 | 31188V100 | 13724 | 157078 | 股 | - | 基金 | 157078 | 0 | 0 |
| First Solar Inc | 普通股 | 336433107 | 22851 | 231000 | 股 | - | 基金 | 231000 | 0 | 0 |
| Flex Ltd | 普通股 | Y2573F102 | 31167 | 1733430 | 股 | - | 基金 | 1733430 | 0 | 0 |
| Freeport-Mcmoran Inc | B 类 | 35671D857 | 163520 | 6284379 | 股 | - | 基金 | 6284379 | 0 | 0 |
| General Electric Co | 普通股 | 369604103 | 47258 | 4375778 | 股 | - | 基金 | 4375778 | 0 | 0 |
| General Electric Co | 普通股 | 369604103 | 4544 | 420700 | 股 | 看涨 | 基金 | 420700 | 0 | 0 |
| Hess Corp | 普通股 | 42809H107 | 8805 | 166800 | 股 | - | 基金 | 166800 | 0 | 0 |
| Iqvia Hldgs Inc | 普通股 | 46266C105 | 36188 | 201977 | 股 | - | 基金 | 201977 | 0 | 0 |
| Jd.Com Inc | 美国存托凭证 A 类 | 47215P106 | 18047 | 205313 | 股 | - | 基金 | 205313 | 0 | 0 |
| Liberty Media Corp Del | C 系列 Formula One 普通股 | 531229854 | 20695 | 485800 | 股 | - | 基金 | 485800 | 0 | 0 |
| Linde Plc | 股 | G5494J103 | 38123 | 144675 | 股 | - | 基金 | 144675 | 0 | 0 |
| Live Nation Entertainment In | 普通股 | 538034109 | 15750 | 214350 | 股 | - | 基金 | 214350 | 0 | 0 |
| Mercadolibre Inc | 普通股 | 58733R102 | 106003 | 63277 | 股 | - | 基金 | 63277 | 0 | 0 |
| Microsoft Corp | 普通股 | 594918104 | 586760 | 2638074 | 股 | - | 基金 | 2638074 | 0 | 0 |
| New York Times Co | A 类 | 650111107 | 26566 | 513150 | 股 | - | 基金 | 513150 | 0 | 0 |
| Nextera Energy Inc | 普通股 | 65339F101 | 60162 | 779800 | 股 | - | 基金 | 779800 | 0 | 0 |
| Nuance Communications Inc | 普通股 | 67020Y100 | 128369 | 2911525 | 股 | - | 基金 | 2911525 | 0 | 0 |
| Option Care Health Inc | 新版普通股 | 68404L201 | 6083 | 388915 | 股 | - | 基金 | 388915 | 0 | 0 |
| Palo Alto Networks Inc | 普通股 | 697435105 | 163145 | 459060 | 股 | - | 基金 | 459060 | 0 | 0 |
| Paypal Hldgs Inc | 普通股 | 70450Y103 | 15735 | 67188 | 股 | - | 基金 | 67188 | 0 | 0 |
| Penn Natl Gaming Inc | 普通股 | 707569109 | 131067 | 1517501 | 股 | - | 基金 | 1517501 | 0 | 0 |
| Reata Pharmaceuticals Inc | A 类 | 75615P103 | 92702 | 749897 | 股 | - | 基金 | 749897 | 0 | 0 |
| Sailpoint Technologies Hldgs | 普通股 | 78781P105 | 4685 | 88005 | 股 | - | 基金 | 88005 | 0 | 0 |
| Sea Ltd | 美国存托凭证 | 81141R100 | 152216 | 764714 | 股 | - | 基金 | 764714 | 0 | 0 |
| Smartsheet Inc | A 类普通股 | 83200N103 | 27880 | 402361 | 股 | - | 基金 | 402361 | 0 | 0 |
| Starbucks Corp | 普通股 | 855244109 | 211510 | 1977100 | 股 | - | 基金 | 1977100 | 0 | 0 |
| Sunrun Inc | 普通股 | 86771W105 | 45897 | 661535 | 股 | - | 基金 | 661535 | 0 | 0 |
| Teck Resources Ltd | B 类 | 878742204 | 59448 | 3275350 | 股 | - | 基金 | 3275350 | 0 | 0 |
| T-Mobile Us Inc | 普通股 | 872590104 | 315358 | 2338580 | 股 | - | 基金 | 2338580 | 0 | 0 |
| Uber Technologies Inc | 普通股 | 90353T100 | 16405 | 321675 | 股 | - | 基金 | 321675 | 0 | 0 |
| Us Foods Hldg Corp | 普通股 | 912008109 | 5236 | 157200 | 股 | - | 基金 | 157200 | 0 | 0 |
| Vale S A | 美国存托凭证 | 91912E105 | 11581 | 691012 | 股 | - | 基金 | 691012 | 0 | 0 |
| Vaneck Vectors Etf Tr | 半导体 ETF | 92189F676 | 27062 | 123900 | 股 | - | 基金 | 123900 | 0 | 0 |
| Vapotherm Inc | 普通股 | 922107107 | 2086 | 77660 | 股 | - | 基金 | 77660 | 0 | 0 |
| Workday Inc | A 类 | 98138H101 | 28533 | 119082 | 股 | - | 基金 | 119082 | 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>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>