Theleme Partners as of Sept. 30, 2025
Portfolio Holdings for Theleme Partners
Theleme Partners holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 17.0 | $266M | 363k | 734.38 | |
| Wells Fargo & Company (WFC) | 14.6 | $229M | 2.7M | 83.82 | |
| Moderna (MRNA) | 13.3 | $208M | 8.1M | 25.83 | |
| Transunion (TRU) | 11.9 | $187M | 2.2M | 83.78 | |
| Uber Technologies (UBER) | 9.7 | $152M | 1.6M | 97.97 | |
| Flutter Entmt SHS (FLUT) | 9.0 | $141M | 556k | 254.00 | |
| Equifax (EFX) | 8.3 | $130M | 506k | 256.53 | |
| Amazon (AMZN) | 7.9 | $124M | 564k | 219.57 | |
| Bank of America Corporation (BAC) | 7.2 | $113M | 2.2M | 51.59 | |
| Sify Technologies Sponsored Adr (SIFY) | 0.9 | $14M | 998k | 13.66 |
