Theleme Partners as of June 30, 2026
Portfolio Holdings for Theleme Partners
Theleme Partners holds 9 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moderna (MRNA) | 33.5 | $564M | 8.1M | 70.03 | |
| Meta Platforms Cl A (META) | 15.4 | $259M | 460k | 563.29 | |
| Uber Technologies (UBER) | 13.7 | $231M | 3.2M | 72.16 | |
| Amazon (AMZN) | 11.7 | $196M | 823k | 238.34 | |
| Transunion (TRU) | 10.2 | $171M | 2.4M | 72.14 | |
| Equinix (EQIX) | 6.5 | $110M | 106k | 1042.39 | |
| Equifax (EFX) | 5.4 | $91M | 574k | 158.72 | |
| Hdfc Bank Sponsored Ads (HDB) | 2.4 | $40M | 1.6M | 25.83 | |
| Sify Technologies Sponsored Adr (SIFY) | 1.3 | $21M | 1.3M | 16.61 |
