Theleme Partners LLP 13F Holdings

CIK 0001511881 · London, X0

As of Sep 30, 2025, Theleme Partners LLP reported 10 positions worth .6B in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services362,675$266.3M17.02%
WELLS FARGO & COMPANYWFCFinancial Services2,733,840$229.2M14.65%
MODERNA INCMRNAHealthcare8,068,810$208.4M13.32%
TRANSUNIONTRUIndustrials2,230,882 86.9M11.95%
UBER TECHNOLOGIES INCUBERTechnology1,552,250 52.1M9.72%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical556,041 41.2M9.03%
EQUIFAX INCEFXIndustrials506,088 29.8M8.30%
AMAZON.COM INCAMZNEquity563,979 23.8M7.92%
BANK OF AMERICA CORPBACFinancial Services2,192,660 13.1M7.23%
SIFY TECHNOLOGIES LTDSIFY—997,583 3.6M0.87%