The Analysis of Theleme Partners LLP's Holdings


Currently, Theleme Partners LLP holds 10 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in META (+91.7K shares, valued at $67.3M), SIFY (+997.6K shares, valued at $13.6M), TRU (+122.5K shares, valued at $10.3M); decreased their positions in BAC (-1.4M shares, valued at $71.9M), AMZN (-124.0K shares, valued at $27.2M), EFX (-92.0K shares, valued at $23.6M); initiated new positions in SIFY (+997.6K shares, valued at $13.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
META META PLATFORMS INC362.7K shares33.83%2025-09-302025-11-13history
WFC WELLS FARGO CO NEW2.7M shares3.44%2025-09-302025-11-13history
MRNA MODERNA INC8.1M shares2.54%2025-09-302025-11-13history
TRU TRANSUNION2.2M shares5.81%2025-09-302025-11-13history
UBER UBER TECHNOLOGIES INC1.6M shares-8.14%2025-09-302025-11-13history
FLUT FLUTTER ENTMT PLC556.0K shares-13.59%2025-09-302025-11-13history
EFX EQUIFAX INC506.1K shares-15.38%2025-09-302025-11-13history
AMZN AMAZON COM INC564.0K shares-18.03%2025-09-302025-11-13history
Sponsored
BAC BANK AMERICA CORP2.2M shares-38.87%2025-09-302025-11-13history
SIFY SIFY TECHNOLOGIES LTD997.6K sharesnew addition2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available