- 2/8 ↗
- Google | $GOOGL
336,300 shares
- 3/8 ↗
- Eli Lilly | $LLY
603,000 shares
- 4/8 ↗
- Hyperliquid | $PURR
2,941,500 shares
- 5/8 ↗
- 6/8 ↗
- Navitas Semiconductor | $NVTS
311,100 shares
- 7/8 ↗
- Palo Alto Networks | $PANW
116,650 shares
- 8/8 ↗
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Secondhand list of seven new long positions in Duquesne Family Office's Q2 2026 13F-HR (period 2026-06-30, filed 2026-08-14, SEC accession 0001536411-26-000006): AMD, GOOGL, LLY, PURR (Hyperliquid Strategies), IREN, NVTS, PANW. Checked against the filing: all seven are absent from the Q1 table and present in Q2. One correction: the tweet's 603,000-share LLY count is the Delta Air Lines row; the filing shows 12,380 LLY shares. The positions are three months old at period end and were public six weeks before this post; a 13F shows long equity and listed options only, not hedges, cost basis, or anything sold since June 30. Q3 filing due mid-November.