Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Theleme Partners LLP (CIK 1511881) reported $1.50B across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MRNA ($408.9M, 27.24%), META ($258.1M, 17.19%), UBER ($229.0M, 15.25%), TRU ($160.3M, 10.68%), AMZN ($153.3M, 10.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRNA | MODERNA INC | $408.9M | 27.24% | 8.0M | Trimmed |
| 2 | META | META PLATFORMS INC | $258.1M | 17.19% | 451,075 | Added |
| 3 | UBER | UBER TECHNOLOGIES INC | $229.0M | 15.25% | 3.2M | Added |
| 4 | TRU | TRANSUNION | $160.3M | 10.68% | 2.3M | Added |
| 5 | AMZN | AMAZON COM INC | $153.3M | 10.21% | 735,979 | Added |
| 6 | FLUT | FLUTTER ENTMT PLC | $98.5M | 6.56% | 966,041 | Added |
| 7 | EFX | EQUIFAX INC | $97.4M | 6.49% | 541,088 | Added |
| 8 | HOOD | ROBINHOOD MKTS INC | $79.3M | 5.29% | 1.1M | New |
| 9 | SIFY | SIFY TECHNOLOGIES LTD | $16.4M | 1.09% | 1.3M | Hold |
| 10 | WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31