Theleme Partners as of June 30, 2024
Portfolio Holdings for Theleme Partners
Theleme Partners holds 8 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 42.7 | $859M | 7.2M | 118.75 | |
| Charles Schwab Corporation (SCHW) | 16.9 | $339M | 4.6M | 73.69 | |
| Wells Fargo & Company (WFC) | 13.7 | $276M | 4.7M | 59.39 | |
| Transunion (TRU) | 8.4 | $169M | 2.3M | 74.16 | |
| Herc Hldgs (HRI) | 7.3 | $146M | 1.1M | 133.29 | |
| Skechers U S A Cl A | 5.3 | $108M | 1.6M | 69.12 | |
| Equifax (EFX) | 4.7 | $95M | 391k | 242.46 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.0 | $19M | 301k | 64.33 |
