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Theleme Partners LLP

Q1 2026 13F Holdings

  • Location
    london, X0
  • Num holdings

    9

  • Value ($000)

    $1,501,107

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MRNA

MODERNA INC

COM
60770K107
$408.85M
27 %

8,048,245

M
META

META PLATFORMS INC

CL A
30303M102
$258.07M
17 %

451,075

U
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$228.97M
15 %

3,183,250

---

TRANSUNION

COM
89400J107
$160.31M
11 %

2,316,882

A
AMZN

AMAZON COM INC

COM
023135106
$153.28M
10 %

735,979

F
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$98.49M
7 %

966,041

E
EFX

EQUIFAX INC

COM
294429105
$97.43M
7 %

541,088

H
HOOD

ROBINHOOD MKTS INC

COM CL A
770700102
$79.35M
5 %

1,145,000

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SIFY TECHNOLOGIES LTD

SPONSORED ADR
82655M206
$16.35M
1 %

1,278,683

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