Theleme Partners LLP

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    9

  • Value ($000)

    $1,536,127

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META

META PLATFORMS INC

CL A
$284.55M
19 %

431,075

MRNA

MODERNA INC

COM
$238.33M
16 %

8,081,810

FLTR.L

FLUTTER ENTMT PLC

SHS
$192.68M
13 %

896,041

---

TRANSUNION

COM
$191.3M
13 %

2,230,882

WFC

WELLS FARGO CO NEW

COM
$184.43M
12 %

1,978,840

UBER

UBER TECHNOLOGIES INC

COM
$161.56M
11 %

1,977,250

AMZN

AMAZON COM INC

COM
$157.88M
10 %

683,979

EFX

EQUIFAX INC

COM
$109.81M
7 %

506,088

---

SIFY TECHNOLOGIES LTD

SPONSORED ADR
$15.59M
1 %

1,278,683

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 9 of 9