13F HOLDINGS REPORT
Theleme Partners LLP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0000919574-25-006668
Total Value
$1.56B
Positions
11
Other Managers
2
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 362,675 | $266.3M | 17.02% |
| 2 | WELLS FARGO CO NEW | 949746101 | 2,733,840 | $229.2M | 14.65% |
| 3 | TRANSUNION | TRU | 2,230,882 | $186.9M | 11.95% |
| 4 | MODERNA INC | MRNA | 7,010,606 | $181.1M | 11.57% |
| 5 | UBER TECHNOLOGIES INC | UBER | 1,552,250 | $152.1M | 9.72% |
| 6 | FLUTTER ENTMT PLC | G3643J108 | 556,041 | $141.2M | 9.03% |
| 7 | EQUIFAX INC | EFX | 506,088 | $129.8M | 8.30% |
| 8 | AMAZON COM INC | AMZN | 563,979 | $123.8M | 7.92% |
| 9 | BANK AMERICA CORP | 060505104 | 2,192,660 | $113.1M | 7.23% |
| 10 | MODERNA INC | MRNA | 1,058,204 | $27.3M | 1.75% |
| 11 | SIFY TECHNOLOGIES LTD | SIFY | 997,583 | $13.6M | 0.87% |