Theleme Partners LLP reported 10 holdings worth US$1.68B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Theleme Partners LLP reported 10 holdings worth US$1.68B as of Jun 30, 2026. Largest: Moderna, Inc., Meta Platforms, Inc. and Uber Technologies, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$1.68B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Moderna, Inc. | 8.06M | US$564M | 33.5% |
| Meta Platforms, Inc. | 459K | US$259M | 15.4% |
| Uber Technologies, Inc. | 3.2M | US$231M | 13.7% |
| Amazon.com, Inc. | 823K | US$196M | 11.7% |
| Transunion | 2.37M | US$171M | 10.2% |
| Equinix, Inc. | 106K | US$110M | 6.5% |
| Equifax, Inc. | 574K | US$91.1M | 5.4% |
| Hdfc Bank Limited | 1.55M | US$40.2M | 2.4% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |