Theleme Partners as of Dec. 31, 2025
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 18.5 | $285M | 431k | 660.09 | |
| Moderna (MRNA) | 15.5 | $238M | 8.1M | 29.49 | |
| Flutter Entmt SHS (FLUT) | 12.5 | $193M | 896k | 215.04 | |
| Transunion (TRU) | 12.5 | $191M | 2.2M | 85.75 | |
| Wells Fargo & Company (WFC) | 12.0 | $184M | 2.0M | 93.20 | |
| Uber Technologies (UBER) | 10.5 | $162M | 2.0M | 81.71 | |
| Amazon (AMZN) | 10.3 | $158M | 684k | 230.82 | |
| Equifax (EFX) | 7.1 | $110M | 506k | 216.98 | |
| Sify Technologies Sponsored Adr (SIFY) | 1.0 | $16M | 1.3M | 12.19 |
