Theleme Partners LLP

Q2 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    10

  • Value ($000)

    $1,645,236

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001511881
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MRNA
MRNA

MODERNA INC

COM
60770K107
$217.10M
13 %

7,868,810

WFC
WFC

WELLS FARGO CO NEW

COM
949746101
$211.76M
13 %

2,643,000

META
META

META PLATFORMS INC

CL A
30303M102
$200.02M
12 %

271,000

---

TRANSUNION

COM
89400J107
$185.54M
11 %

2,108,357

FLTR.L
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$183.89M
11 %

643,528

BAC
BAC

BANK AMERICA CORP

COM
060505104
$169.73M
10 %

3,586,800

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$157.65M
10 %

1,689,750

EFX
EFX

EQUIFAX INC

COM
294429105
$155.13M
9 %

598,088

AMZN
AMZN

AMAZON COM INC

COM
023135106
$150.94M
9 %

688,000

HDB
HDB

HDFC BANK LTD

SPONSORED ADS
40415F101
$13.48M
1 %

175,800

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