Theleme Partners as of Dec. 31, 2024
Portfolio Holdings for Theleme Partners
Theleme Partners holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 20.4 | $304M | 7.3M | 41.58 | |
| Bank of America Corporation (BAC) | 17.7 | $263M | 6.0M | 43.95 | |
| Wells Fargo & Company (WFC) | 12.5 | $187M | 2.7M | 70.24 | |
| Amazon (AMZN) | 12.5 | $187M | 850k | 219.39 | |
| Equifax (EFX) | 12.2 | $182M | 713k | 254.85 | |
| Transunion (TRU) | 9.2 | $137M | 1.5M | 92.71 | |
| Skechers U S A Cl A (SKX) | 7.0 | $105M | 1.6M | 67.24 | |
| Uber Technologies (UBER) | 5.1 | $76M | 1.3M | 60.32 | |
| Hdfc Bank Sponsored Ads (HDB) | 2.1 | $32M | 501k | 63.86 | |
| Sony Group Corp Sponsored Adr (SONY) | 1.3 | $20M | 925k | 21.16 | |
| Standardaero (SARO) | 0.0 | $495k | 20k | 24.76 |
