The Analysis of Theleme Partners LLP's Holdings


Currently, Theleme Partners LLP holds 9 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in FLUT (+340.0K shares, valued at $73.1M), META (+68.4K shares, valued at $45.2M), UBER (+425.0K shares, valued at $34.7M); decreased their positions in WFC (-755.0K shares, valued at $70.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
META META PLATFORMS INC431.1K shares18.86%2025-12-312026-02-17history
MRNA MODERNA INC8.1M shares0.16%2025-12-312026-02-17history
FLUT FLUTTER ENTMT PLC896.0K shares61.15%2025-12-312026-02-17history
TRU TRANSUNION2.2M shares0.00%2025-12-312026-02-17history
WFC WELLS FARGO CO NEW2.0M shares-27.62%2025-12-312026-02-17history
UBER UBER TECHNOLOGIES INC2.0M shares27.38%2025-12-312026-02-17history
AMZN AMAZON COM INC684.0K shares21.28%2025-12-312026-02-17history
EFX EQUIFAX INC506.1K shares0.00%2025-12-312026-02-17history
Sponsored
SIFY TECHNOLOGIES LTD SIFY TECHNOLOGIES LTD1.3M shares28.18%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available