Theleme Partners
$1.5B Assets Reported
10 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MRNA | MODERNA INC | 8,048,245 | $409M | 27.2% |
| META | META PLATFORMS INC | 451,075 | $258M | 17.2% |
| UBER | UBER TECHNOLOGIES INC | 3,183,250 | $229M | 15.3% |
| TRU | TRANSUNION | 2,316,882 | $160M | 10.7% |
| AMZN | AMAZON COM INC | 735,979 | $153M | 10.2% |
| FLUT | FLUTTER ENTMT PLC | 966,041 | $98M | 6.6% |
| EFX | EQUIFAX INC | 541,088 | $97M | 6.5% |
| HOOD | ROBINHOOD MKTS INC | 1,145,000 | $79M | 5.3% |
| SIFY | SIFY TECHNOLOGIES LTD | 1,278,683 | $16M | 1.1% |
| WFC | WELLS FARGO CO NEW |
Track Theleme Partners's 13F portfolio: $1.5B in reported holdings, 10 positions. Top holdings, AUM, and quarterly changes on SentiSense.