Theleme Partners LLP

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    london, X0
  • CIK
    0001511881
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

12

$1.27 B
MRNA, AMZN, WFC, TRANSUNION
13F-HR
May 14, 2025
000091957425003069

11

$1.49 B
MRNA, BAC, WFC, AMZN
13F-HR
Feb 13, 2025
000091957425001195

11

$1.75 B
MRNA, SCHW, TRANSUNION, EFX
13F-HR
Nov 14, 2024
000091957424006657

9

$2.08 B
MRNA, SCHW, WFC, TRANSUNION
13F-HR
Aug 14, 2024
000091957424004526

8

$1.97 B
MRNA, SCHW, WFC, MRNA
13F-HR
May 14, 2024
000091957424002899

10

$2.10 B
MRNA, SCHW, WFC, MRNA
13F-HR
Feb 13, 2024
000091957424000888

10

$1.99 B
MRNA, SCHW, WFC, QCOM
13F-HR
Nov 14, 2023
000091957423006214

9

$2.21 B
MRNA, WFC, SCHW, URI
13F-HR
Aug 14, 2023
000091957423004617

11

$2.33 B
MRNA, WFC, SCHW, AA
13F-HR
May 15, 2023
000091957423003118

11

$2.65 B
MRNA, WFC, SCHW, AA
13F-HR
Feb 10, 2023
000091957423000903

10

$2.05 B
MRNA, WFC, SCHW, META
13F-HR
Nov 14, 2022
000091957422006674

12

$2.50 B
MRNA, WFC, LRCX, META
13F-HR
Aug 12, 2022
000091957422004750

11

$3.13 B
MRNA, WFC, AA, LRCX
13F-HR
May 13, 2022
000091957422003165

10

$5.98 B
IWM, MRNA, WFC, AA
RESTATEMENT
May 26, 2022
000091957422003643

10

$5.98 B
IWM, MRNA, WFC, AA
RESTATEMENT
Mar 18, 2022
000091957422002339

7

$3.50 B
MRNA, WFC, META, AA
RESTATEMENT
May 26, 2022
000091957422003642

9

$3.42 B
MRNA, WFC, TMUS, ADI
13F-HR
Aug 13, 2021
000091957421005075

12

$2.99 B
MRNA, WFC, TMUS, AZO
13F-HR
May 13, 2021
000091957421003381

16

$3.05 B
WFC, MRNA, TMUS, CARR
13F-HR
Feb 12, 2021
000091957421000996

16

$2.18 B
MRNA, WFC, URI, VMC
13F-HR
Nov 13, 2020
000091957420006890

15

$2.12 B
MRNA, WFC, URI, WFC
13F-HR
Aug 14, 2020
000091957420005173

14

$1.39 B
WFC, MRNA, URI, WFC
13F-HR
May 15, 2020
000091957420003386

7

$1.78 B
WFC, BAC, URI, AXP
13F-HR
Feb 13, 2020
000091957420000982

11

$2.16 B
WFC, BAC, WFC, URI
13F-HR
Nov 13, 2019
000091957419006880

10

$2.06 B
WFC, BAC, WFC, SCHW
13F-HR
Aug 14, 2019
000091957419005208

8

$1.67 B
BAC, WFC, SCHW, UTX
13F-HR
May 15, 2019
000091957419003687

10

$1.98 B
WFC, SCHW, BAC, WFC
13F-HR
Feb 14, 2019
000091957419001251

7

$1.83 B
WFC, SCHW, BAC, UTX
13F-HR
Nov 13, 2018
000091957418007123

8

$1.93 B
SCHW, WFC, BAC, BAC/WS/A
13F-HR
Aug 13, 2018
000091957418005296

7

$1.99 B
SCHW, WFC, BAC, BAC/WS/A
13F-HR
May 14, 2018
000091957418003466

7

$2.13 B
SCHW, WFC, BAC, BAC/WS/A
13F-HR
Feb 14, 2018
000091957418001604

8

$1.93 B
BAC, SCHW, WFC, BAC/WS/A
13F-HR
Nov 13, 2017
000091957417007722

7

$1.87 B
SCHW, BAC, WFC, BAC/WS/A
13F-HR
Aug 11, 2017
000091957417005892

7

$1.87 B
SCHW, BAC, WFC, SPGI
13F-HR
May 12, 2017
000091957417003958

7

$1.77 B
SCHW, BAC, WFC, SPGI
13F-HR
Feb 13, 2017
000091957417001262

6

$1.39 B
SCHW, BAC, WFC, SPGI
13F-HR
Nov 14, 2016
000091957416016584

7

$1.33 B
WFC, SCHW, BAC, VMC
13F-HR
Aug 12, 2016
000091957416014557

8

$1.49 B
WFC, SCHW, BAC, VMC
13F-HR
May 13, 2016
000091957416012862

9

$1.53 B
WFC, SCHW, BAC, VMC
13F-HR
Feb 12, 2016
000091957416010208

9

$1.42 B
WFC, SCHW, BAC, VMC
13F-HR
Nov 13, 2015
000091957415007823

9

$1.57 B
WFC, SCHW, BAC, MCGRAW HILL FINL INC
13F-HR
Aug 13, 2015
000091957415005875

9

$1.49 B
WFC, SCHW, BAC, MCGRAW HILL FINL INC
13F-HR
May 14, 2015
000091957415003990

8

$1.67 B
WFC, SCHW, BAC, MHK
13F-HR
Feb 13, 2015
000091957415001428

8

$1.51 B
WFC, SCHW, BAC, MCGRAW HILL FINL INC
13F-HR
Nov 13, 2014
000091957414006196

10

$1.50 B
WFC, SCHW, BAC, MCGRAW HILL FINL INC
13F-HR
Aug 13, 2014
000091957414004351

12

$1.53 B
WFC, SCHW, BAC, MCGRAW HILL FINL INC
13F-HR
May 14, 2014
000091957414002934

14

$1.69 B
WFC, SCHW, AXP, BAC
13F-HR
Feb 13, 2014
000091957414000871