13F HOLDINGS REPORT
Theleme Partners LLP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004639
Total Value
$1.65B
Positions
11
Other Managers
2
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLS FARGO CO NEW | 949746101 | 2,643,000 | $211.8M | 12.87% |
| 2 | META PLATFORMS INC | META | 271,000 | $200.0M | 12.16% |
| 3 | MODERNA INC | MRNA | 6,810,606 | $187.9M | 11.42% |
| 4 | TRANSUNION | TRU | 2,108,357 | $185.5M | 11.28% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 643,528 | $183.9M | 11.18% |
| 6 | BANK AMERICA CORP | 060505104 | 3,586,800 | $169.7M | 10.32% |
| 7 | UBER TECHNOLOGIES INC | UBER | 1,689,750 | $157.7M | 9.58% |
| 8 | EQUIFAX INC | EFX | 598,088 | $155.1M | 9.43% |
| 9 | AMAZON COM INC | AMZN | 688,000 | $150.9M | 9.17% |
| 10 | MODERNA INC | MRNA | 1,058,204 | $29.2M | 1.77% |
| 11 | HDFC BANK LTD | HDB | 175,800 | $13.5M | 0.82% |