Theleme Partners LLP
9 holdingsFiling period: 2026-06-30Current AUM: $2.75Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MRNA | Moderna Inc | 8.06M | $564.3M | $1.60B | 58.26% | +9.3K | 2026-06-30 |
| 2 | META | Meta Platforms Inc | 459.4K | $258.8M | $289.7M | 10.53% | +8.4K | 2026-06-30 |
| 3 | UBER | Uber Technologies Inc | 3.20M | $230.7M | $211.4M | 7.69% | +13.3K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 823.0K | $196.1M | $205.0M | 7.45% | +87.0K | 2026-06-30 |
| 5 | TRU | Transunion | 2.37M | $171.0M | $188.7M | 6.86% | +52.9K | 2026-06-30 |
| 6 | EQIX | Equinix Inc | 105.6K | $110.1M | $102.2M | 3.72% | -- | 2026-06-30 |
| 7 | EFX | Equifax Inc | 574.2K | $91.1M | $102.5M | 3.73% | +33.1K | 2026-06-30 |
| 8 | HDB | Hdfc Bank Ltd | 1.55M | $40.2M | $33.7M | 1.23% | -- | 2026-06-30 |
| 9 | SIFY | Sify Technologies Ltd | 1.28M | $21.2M | $14.8M | 0.54% | -- | 2026-06-30 |
← Scroll →