Theleme Partners as of June 30, 2021
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 41.7 | $1.4B | 6.1M | 234.98 | |
| Wells Fargo & Company (WFC) | 26.6 | $912M | 20M | 45.29 | |
| Metropcs Communications (TMUS) | 9.2 | $315M | 2.2M | 144.83 | |
| Analog Devices (ADI) | 5.8 | $198M | 1.1M | 172.16 | |
| Micron Technology (MU) | 5.0 | $172M | 2.0M | 84.98 | |
| Centene Corporation (CNC) | 4.0 | $137M | 1.9M | 72.93 | |
| Facebook Cl A (META) | 4.0 | $136M | 390k | 347.71 | |
| Anthem (ELV) | 3.7 | $126M | 330k | 381.80 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $3.7M | 174k | 21.19 |
