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 | 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 |
