Theleme Partners as of June 30, 2025
Portfolio Holdings for Theleme Partners
Theleme Partners holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 13.2 | $217M | 7.9M | 27.59 | |
| Wells Fargo & Company (WFC) | 12.9 | $212M | 2.6M | 80.12 | |
| Meta Platforms Cl A (META) | 12.2 | $200M | 271k | 738.09 | |
| Transunion (TRU) | 11.3 | $186M | 2.1M | 88.00 | |
| Flutter Entmt SHS (FLUT) | 11.2 | $184M | 644k | 285.76 | |
| Bank of America Corporation (BAC) | 10.3 | $170M | 3.6M | 47.32 | |
| Uber Technologies (UBER) | 9.6 | $158M | 1.7M | 93.30 | |
| Equifax (EFX) | 9.4 | $155M | 598k | 259.37 | |
| Amazon (AMZN) | 9.2 | $151M | 688k | 219.39 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.8 | $14M | 176k | 76.67 |
