Duquesne Family Office LLC（德鲁肯米勒）13F 持仓 · 2026年Q2
德鲁肯米勒在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 52.11 亿美元。前几大持仓：NTRA（16.60%）、INSM（5.68%）、TSM（5.40%）。本季前 25 大持仓中：新建仓 7 只、增持 11 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | $864.9M | 16.60% | 3.2M | 增持 |
| 2 | INSM | Insmed Inc | $295.8M | 5.68% | 2.8M | 增持 |
| 3 | TSM | Taiwan Semiconductor Manufac | $281.6M | 5.40% | 589,680 | 增持 |
| 4 | EWZ | Ishares Inc | $264.4M | 5.07% | 7.7M | 持平 |
| 5 | AMZN | Amazon Com Inc | $238.6M | 4.58% | 1.0M | 增持 |
| 6 | STM | Stmicroelectronics N V | $232.4M | 4.46% | 3.1M | 增持 |
| 7 | RSP | Invesco Exchange Traded Fd T | $190.5M | 3.66% | 895,400 | 增持 |
| 8 | YPF | Ypf Sociedad Anonima | $142.7M | 2.74% | 3.1M | 减持 |
| 9 | CDW | Cdw Corp | $139.8M | 2.68% | 993,950 | 新建仓 |
| 10 | TBBB | Bbb Foods Inc | $120.9M | 2.32% | 2.9M | 减持 |
| 11 | GOOGL | Alphabet Inc | $120.2M | 2.31% | 336,300 | 新建仓 |
| 12 | STX | Seagate Technology Hldngs Pl | $117.7M | 2.26% | 122,000 | 增持 |
| 13 | FOXA | Fox Corp | $115.0M | 2.21% | 2.2M | 新建仓 |
| 14 | UAL | United Airls Hldgs Inc | $108.1M | 2.07% | 794,795 | 增持 |
| 15 | SE | Sea Ltd | $105.4M | 2.02% | 1.1M | 持平 |
| 16 | NAMS | Newamsterdam Pharma Company | $104.0M | 2.00% | 3.1M | 持平 |
| 17 | IWM | Ishares Tr | $99.1M | 1.90% | 330,000 | 增持 |
| 18 | SNDK | Sandisk Corp | $79.4M | 1.52% | 34,900 | 减持 |
| 19 | RVMD | Revolution Medicines Inc | $74.8M | 1.44% | 399,587 | 增持 |
| 20 | SPY | State Str Spdr S&P 500 Etf T | $67.2M | 1.29% | 90,000 | 持平 |
| 21 | BTDR | Bitdeer Technologies Group | $64.7M | 1.24% | 4.1M | 新建仓 |
| 22 | CRH | Crh Plc | $59.2M | 1.14% | 553,555 | 增持 |
| 23 | DAL | Delta Air Lines Inc | $56.5M | 1.08% | 603,000 | 新建仓 |
| 24 | TSLA | Tesla Inc | $53.0M | 1.02% | 126,000 | 新建仓 |
| 25 | FLR | Fluor Corp | $51.5M | 0.99% | 982,200 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR