13F HOLDINGS REPORT
Theleme Partners LLP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-001165
Total Value
$1.54B
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 431,075 | $284.5M | 18.52% |
| 2 | MODERNA INC | MRNA | 7,010,606 | $206.7M | 13.46% |
| 3 | FLUTTER ENTMT PLC | G3643J108 | 896,041 | $192.7M | 12.54% |
| 4 | TRANSUNION | TRU | 2,230,882 | $191.3M | 12.45% |
| 5 | WELLS FARGO CO NEW | 949746101 | 1,978,840 | $184.4M | 12.01% |
| 6 | UBER TECHNOLOGIES INC | UBER | 1,977,250 | $161.6M | 10.52% |
| 7 | AMAZON COM INC | AMZN | 683,979 | $157.9M | 10.28% |
| 8 | EQUIFAX INC | EFX | 506,088 | $109.8M | 7.15% |
| 9 | MODERNA INC | MRNA | 1,071,204 | $31.6M | 2.06% |
| 10 | SIFY TECHNOLOGIES LTD | SIFY | 1,278,683 | $15.6M | 1.01% |