Theleme Partners as of March 31, 2026
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 27.2 | $409M | 8.0M | 50.80 | |
| Meta Platforms Cl A (META) | 17.2 | $258M | 451k | 572.13 | |
| Uber Technologies (UBER) | 15.3 | $229M | 3.2M | 71.93 | |
| Transunion (TRU) | 10.7 | $160M | 2.3M | 69.19 | |
| Amazon (AMZN) | 10.2 | $153M | 736k | 208.27 | |
| Flutter Entmt SHS (FLUT) | 6.6 | $99M | 966k | 101.95 | |
| Equifax (EFX) | 6.5 | $97M | 541k | 180.07 | |
| Robinhood Mkts Com Cl A (HOOD) | 5.3 | $79M | 1.1M | 69.30 | |
| Sify Technologies Sponsored Adr (SIFY) | 1.1 | $16M | 1.3M | 12.79 |
