Theleme Partners LLP

Q1 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    12

  • Value ($000)

    $1,272,359

  • Date Filed
    05/14/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MRNA
MRNA

MODERNA INC

COM
60770K107
$205.32M
16 %

7,242,390

AMZN
AMZN

AMAZON COM INC

COM
023135106
$161.72M
13 %

850,000

WFC
WFC

WELLS FARGO CO NEW

COM
949746101
$152.41M
12 %

2,123,000

---

TRANSUNION

COM
89400J107
$150.66M
12 %

1,815,357

EFX
EFX

EQUIFAX INC

COM
294429105
$145.67M
11 %

598,088

BAC
BAC

BANK AMERICA CORP

COM
060505104
$144.98M
11 %

3,474,300

UBER
UBER

UBER TECHNOLOGIES INC

COM
90353T100
$111.46M
9 %

1,529,750

FLTR.L
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$82.31M
7 %

371,528

SKAA
SKAA

SKECHERS U S A INC

CL A
830566105
$70.69M
6 %

1,245,000

HDB
HDB

HDFC BANK LTD

SPONSORED ADS
40415F101
$33.27M
3 %

500,800

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