Theleme Partners as of Sept. 30, 2024
Portfolio Holdings for Theleme Partners
Theleme Partners holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 28.5 | $484M | 7.2M | 66.83 | |
| Charles Schwab Corporation (SCHW) | 16.1 | $272M | 4.2M | 64.81 | |
| Transunion (TRU) | 13.6 | $231M | 2.2M | 104.70 | |
| Equifax (EFX) | 10.4 | $176M | 598k | 293.86 | |
| Herc Hldgs (HRI) | 10.0 | $169M | 1.1M | 159.43 | |
| Amazon (AMZN) | 7.2 | $123M | 660k | 186.33 | |
| Skechers U S A Cl A | 6.1 | $104M | 1.6M | 66.92 | |
| Sherwin-Williams Company (SHW) | 5.2 | $88M | 232k | 381.67 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.9 | $32M | 514k | 62.56 | |
| Sony Group Corp Sponsored Adr (SONY) | 1.1 | $18M | 185k | 96.57 |
