Theleme Partners
$1.7B 13F equity value
11 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Theleme Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MRNA | MODERNA INC | 8,057,571 | $564M | 33.5% |
| META | META PLATFORMS INC | 459,450 | $259M | 15.4% |
| UBER | UBER TECHNOLOGIES INC | 3,196,550 | $231M | 13.7% |
| AMZN | AMAZON COM INC | 822,979 | $196M | 11.7% |
| TRU | TRANSUNION | 2,369,757 | $171M | 10.2% |
| EQIX | EQUINIX INC | 105,603 | $110M | 6.5% |
| EFX | EQUIFAX INC | 574,213 | $91M | 5.4% |
| HDB | HDFC BANK LTD | 1,554,554 | $40M | 2.4% |
| SIFY | SIFY TECHNOLOGIES LTD | 1,278,683 | $21M | 1.3% |
| FLUT | FLUTTER ENTMT PLC |
Track Theleme Partners's 13F portfolio: $1.7B in reported holdings, 11 positions. Top holdings and quarterly changes on SentiSense.
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