Theleme Partners LLP

Q3 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    10

  • Value ($000)

    $1,564,527

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
META

META PLATFORMS INC

CL A
30303M102
$266.34M
17 %

362,675

W
WFC

WELLS FARGO CO NEW

COM
949746101
$229.15M
15 %

2,733,840

M
MRNA

MODERNA INC

COM
60770K107
$208.42M
13 %

8,068,810

---

TRANSUNION

COM
89400J107
$186.90M
12 %

2,230,882

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$152.07M
10 %

1,552,250

F
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$141.23M
9 %

556,041

E
EFX

EQUIFAX INC

COM
294429105
$129.83M
8 %

506,088

A
AMZN

AMAZON COM INC

COM
023135106
$123.83M
8 %

563,979

B
BAC

BANK AMERICA CORP

COM
060505104
$113.12M
7 %

2,192,660

---

SIFY TECHNOLOGIES LTD

SPONSORED ADR
82655M206
$13.63M
1 %

997,583

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