Theleme Partners LLP
9 holdingsFiling period: 2026-03-31Current AUM: $1.61Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MRNA | MODERNA INC | 8.05M | $408.8M | $441.2M | 27.44% | -33,565 | 2026-03-31 |
| 2 | META | META PLATFORMS INC | 451.1K | $258.1M | $251.1M | 15.62% | +20.0K | 2026-03-31 |
| 3 | UBER | UBER TECHNOLOGIES INC | 3.18M | $229.0M | $224.0M | 13.93% | +1.21M | 2026-03-31 |
| 4 | TRU | TRANSUNION | 2.32M | $160.3M | $182.2M | 11.33% | +86.0K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 736.0K | $153.3M | $199.9M | 12.43% | +52.0K | 2026-03-31 |
| 6 | — | FLUTTER ENTMT PLC | 966.0K | $98.5M | $98.5M | 6.12% | +70.0K | 2026-03-31 |
| 7 | EFX | EQUIFAX INC | 541.1K | $97.4M | $93.4M | 5.81% | +35.0K | 2026-03-31 |
| 8 | HOOD | ROBINHOOD MKTS INC | 1.15M | $79.3M | $99.1M | 6.16% | -- | 2026-03-31 |
| 9 | SIFY | SIFY TECHNOLOGIES LTD | 1.28M | $16.4M | $18.7M | 1.16% | -- | 2026-03-31 |
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