Theleme Partners LLP: 13F holdings
CIK 15118812026Q2
| Positions | 9 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 9 (+0 vs prior quarter) |
|---|
| Reported value | $1.7bn (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MRNA MODERNA INC | 8,057,571 | $564.3m | 33.5% |
| META META PLATFORMS INC | 459,450 | $258.8m | 15.4% |
| UBER UBER TECHNOLOGIES INC | 3,196,550 | $230.7m | 13.7% |
| AMZN AMAZON COM INC | 822,979 | $196.1m | 11.7% |
| TRU TRANSUNION | 2,369,757 | $171.0m | 10.2% |
| EQIX EQUINIX INC | 105,603 | $110.1m | 6.5% |
| EFX EQUIFAX INC | 574,213 | $91.1m | 5.4% |
| HDB HDFC BANK LTD | 1,554,554 | $40.2m | 2.4% |
| SIFY TECHNOLOGIES LTD | 1,278,683 | $21.2m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1511881")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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