Diff di portafoglio
Duquesne Family Office
Q1 2026 ⇄ Q2 2026
+44Aggiunto
−23Rimossa
25Ridimensionato
16Invariato
Aggiunto (Q2 2026)
Rimossa (era detenuto in Q1 2026)
| Strumento finanziario | Valore precedente | Quote precedenti |
|---|---|---|
| AVGO Broadcom Inc | $60,650 | 195.96K |
| OPCH Option Care Health Inc | $50,301 | 1.87M |
| FIGR Figure Technology… | $39,057 | 1.15M |
| QSR Restaurant Brands… | $33,583 | 454.44K |
| LSCC Lattice Semiconductor… | $29,974 | 323.13K |
| HUM Humana Inc | $23,842 | 137.50K |
| TWLO Twilio Inc | $22,869 | 181.76K |
| JBL Jabil Inc | $21,835 | 82.20K |
| GSG Ishares S&P Gsci… | $20,737 | 643.00K |
| BE Bloom Energy Corp | $18,470 | 136.32K |
| INTC Intel Corp | $18,155 | 411.40K |
| NET Cloudflare Inc | $10,840 | 52.53K |
| LYB Lyondellbasell… | $10,588 | 131.44K |
| TWST Twist Bioscience Corp | $9,789 | 206.00K |
| COHR Coherent Corp | $9,624 | 40.40K |
| CLS Celestica Inc | $9,373 | 33.27K |
| STUB Stubhub Hldgs Inc | $8,531 | 1.37M |
| MU Micron Technology Inc | $7,905 | 23.40K |
| ECHO Echostar Corp | $7,114 | 60.77K |
| ALM Almonty Inds Inc | $6,804 | 469.88K |
| LITE Lumentum Hldgs Inc | $4,893 | 6.96K |
| MELI Mercadolibre Inc | $4,782 | 2.77K |
| WLK Westlake Corporation | $2,476 | 21.19K |
Posizioni ridimensionate
| Strumento finanziario | Q1 2026 azioni | Q2 2026 azioni | Variazione |
|---|---|---|---|
| AMZN Amazon Com Inc | 45.80K | 541.60K | +1082.5% |
| UAL United Airls Hldgs Inc | 262.50K | 794.79K | +202.8% |
| PCT Purecycle Technologies… | 963.19K | 2.68M | +178.4% |
| STX Seagate Technology… | 50.70K | 122.00K | +140.6% |
| DAKT Daktronics Inc | 562.64K | 1.12M | +99.6% |
| AA Alcoa Corp | 1.49M | 185.64K | -87.6% |
| CLF Cleveland-Cliffs Inc New | 2.31M | 4.22M | +82.2% |
| ADMA Adma Biologics Inc | 1.55M | 2.78M | +80.1% |
| ROKU Roku Inc | 750.19K | 184.06K | -75.5% |
| TEVA Teva Pharmaceutical… | 2.38M | 625.00K | -73.7% |
| ARM Arm Holdings Plc | 106.70K | 28.09K | -73.7% |
| WWD Woodward Inc | 211.35K | 67.19K | -68.2% |
| RH Crh Plc | 377.56K | 553.55K | +46.6% |
| WAB Wabtec | 94.89K | 56.59K | -40.4% |
| PTGX Protagonist… | 159.70K | 208.90K | +30.8% |
| RVMD Revolution Medicines Inc | 315.86K | 399.59K | +26.5% |
| INSM Insmed Inc | 1.15M | 1.42M | +23.4% |
| TSM Taiwan Semiconductor… | 495.28K | 589.68K | +19.1% |
| STM Stmicroelectronics N V | 2.61M | 3.10M | +18.8% |
| ARGT Global X Fds | 387.40K | 328.80K | -15.1% |
| SNDK Sandisk Corp | 38.16K | 34.90K | -8.5% |
| TBBB Bbb Foods Inc | 3.11M | 2.90M | -6.7% |
| NTRA Natera Inc | 3.06M | 3.19M | +4.0% |
| YPF Ypf Sociedad Anonima | 3.24M | 3.14M | -3.0% |
| SCCO Southern Copper Corp | 121.84K | 123.06K | +1.0% |
Confronto grezzo del numero di azioni tra i due trimestri selezionati (come dichiarato; gli split tra trimestri distanti non sono rettificati qui — le schede delle variazioni trimestrali nella pagina del manager sono rettificate per split). Solo posizioni in azioni ordinarie con ticker associati.
Provenienza: Entrambe le istantanee provengono dalle tabelle informative 13F analizzate del gestore (ultime versioni accettate).
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