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
META
META

META PLATFORMS INC

CL A
30303M102
$266.34 M
17 %

362,675

WFC
WFC

WELLS FARGO CO NEW

COM
949746101
$229.15 M
15 %

2,733,840

MRNA
MRNA

MODERNA INC

COM
60770K107
$208.42 M
13 %

8,068,810

---

TRANSUNION

COM
89400J107
$186.90 M
12 %

2,230,882

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$152.07 M
10 %

1,552,250

FLTR.L
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$141.23 M
9 %

556,041

EFX
EFX

EQUIFAX INC

COM
294429105
$129.83 M
8 %

506,088

AMZN
AMZN

AMAZON COM INC

COM
023135106
$123.83 M
8 %

563,979

BAC
BAC

BANK AMERICA CORP

COM
060505104
$113.12 M
7 %

2,192,660

---

SIFY TECHNOLOGIES LTD

SPONSORED ADR
82655M206
$13.63 M
1 %

997,583

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 10