Theleme Partners LLP
9 holdingsFiling period: 2026-06-30Current AUM: $2.37Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MRNA | MODERNA INC | 8.06M | $564.3M | $1.18B | 49.81% | +9.3K | 2026-06-30 |
| 2 | META | META PLATFORMS INC | 459.4K | $258.8M | $305.8M | 12.89% | +8.4K | 2026-06-30 |
| 3 | UBER | UBER TECHNOLOGIES INC | 3.20M | $230.7M | $232.2M | 9.78% | +13.3K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 823.0K | $196.1M | $208.7M | 8.79% | +87.0K | 2026-06-30 |
| 5 | TRU | TRANSUNION | 2.37M | $171.0M | $186.8M | 7.87% | +52.9K | 2026-06-30 |
| 6 | EQIX | EQUINIX INC | 105.6K | $110.1M | $105.5M | 4.44% | -- | 2026-06-30 |
| 7 | EFX | EQUIFAX INC | 574.2K | $91.1M | $98.9M | 4.17% | +33.1K | 2026-06-30 |
| 8 | HDB | HDFC BANK LTD | 1.55M | $40.2M | $35.6M | 1.50% | -- | 2026-06-30 |
| 9 | SIFY | SIFY TECHNOLOGIES LTD | 1.28M | $21.2M | $17.3M | 0.73% | -- | 2026-06-30 |
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