Duquesne Family Office Q2 2026 13F: largest position changes德鲁肯米勒 (Duquesne Family Office) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜德鲁肯米勒 (Duquesne Family Office)

截至2026年6月30日｜美股多头市值 $4.5B

重点增持

• 加仓 +19%｜台积电 (TSM)｜期末 $282M

• 加仓 +19%｜意法半导体 (STM)｜期末 $232M

• 加仓 +171%｜亚马逊 (AMZN)｜期末 $129M

重点减持

• 清仓｜阿根廷YPF (YPF)｜上季 $150M

• 清仓｜BBB Foods Inc. (TBBB)｜上季 $110M

• 减仓 -88%｜美国铝业公司 (AA)｜期末 $99M

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Duquesne Family Office

as of 2026-06-30 | reported long value $4.5B

Largest additions

• Shares +19% | Taiwan Semiconductor Manufactu… (TSM) | quarter-end $282M

• Shares +19% | STMicroelectronics N.V. (STM) | quarter-end $232M

• Shares +171% | Amazon.com, Inc. (AMZN) | quarter-end $129M

Largest reductions

• Exited | YPF Sociedad Anónima (YPF) | prior-quarter $150M

• Exited | BBB Foods Inc. (TBBB) | prior-quarter $110M

• Shares -88% | Alcoa Corporation (AA) | quarter-end $99M

Note: 13F is a delayed quarter-end holdings snapshot.