Theleme Partners LLP

Q4 2024 13F Holdings

  • Location
    london, X0
  • Num holdings

    11

  • Value ($000)

    $1,492,007

  • Date Filed
    02/13/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MRNA
MRNA

MODERNA INC

COM
60770K107
$303.82M
20 %

7,306,861

BAC
BAC

BANK AMERICA CORP

COM
060505104
$263.45M
18 %

5,994,300

WFC
WFC

WELLS FARGO CO NEW

COM
949746101
$187.05M
13 %

2,663,000

AMZN
AMZN

AMAZON COM INC

COM
023135106
$186.48M
13 %

850,000

EFX
EFX

EQUIFAX INC

COM
294429105
$181.73M
12 %

713,088

---

TRANSUNION

COM
89400J107
$137.24M
9 %

1,480,357

SKAA
SKAA

SKECHERS U S A INC

CL A
830566105
$104.56M
7 %

1,555,000

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$75.63M
5 %

1,253,750

HDB
HDB

HDFC BANK LTD

SPONSORED ADS
40415F101
$31.98M
2 %

500,800

SONA
SONA

SONY GROUP CORP

SPONSORED ADR
835699307
$19.57M
1 %

925,000

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