Theleme Partners as of March 31, 2025
Portfolio Holdings for Theleme Partners
Theleme Partners holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 16.1 | $205M | 7.2M | 28.35 | |
| Amazon (AMZN) | 12.7 | $162M | 850k | 190.26 | |
| Wells Fargo & Company (WFC) | 12.0 | $152M | 2.1M | 71.79 | |
| Transunion (TRU) | 11.8 | $151M | 1.8M | 82.99 | |
| Equifax (EFX) | 11.4 | $146M | 598k | 243.56 | |
| Bank of America Corporation (BAC) | 11.4 | $145M | 3.5M | 41.73 | |
| Uber Technologies (UBER) | 8.8 | $112M | 1.5M | 72.86 | |
| Flutter Entmt SHS (FLUT) | 6.5 | $82M | 372k | 221.55 | |
| Skechers U S A Cl A | 5.6 | $71M | 1.2M | 56.78 | |
| Hdfc Bank Sponsored Ads (HDB) | 2.6 | $33M | 501k | 66.44 | |
| Sony Group Corp Sponsored Adr (SONY) | 1.0 | $13M | 525k | 25.39 | |
| Standardaero (SARO) | 0.0 | $533k | 20k | 26.64 |
