Theleme Partners as of Sept. 30, 2021
Portfolio Holdings for Theleme Partners
Theleme Partners holds 7 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 43.5 | $1.5B | 4.0M | 384.86 | |
| Wells Fargo & Company (WFC) | 26.7 | $934M | 20M | 46.41 | |
| Facebook Cl A (META) | 7.1 | $248M | 730k | 339.39 | |
| Alcoa (AA) | 6.9 | $240M | 4.9M | 48.94 | |
| Metropcs Communications (TMUS) | 6.0 | $210M | 1.6M | 127.76 | |
| Analog Devices (ADI) | 5.5 | $192M | 1.1M | 167.48 | |
| Micron Technology (MU) | 4.4 | $156M | 2.2M | 70.98 |
