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Theleme Partners LLP

Position in MRNA — Moderna, Inc.

CIK 1511881 London, X0

Position in MRNA

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$408,850,845
+$170,518,270 QoQ
Shares Held
8,048,245
-0.4% QoQ
Ownership
2.03%
of shares outstanding
% of Portfolio
27.24%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in MRNA Over Time

Shares Held

Position Value (USD)

Derivatives in MRNA

reported options exposure · as of Sep 30, 2024
CallValue
$532,768
CallShares
7,972
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Biotechnology

Healthcare · as of Mar 31, 2026

Theleme Partners LLP holds $408,850,845 across 1 Biotechnology name. MRNA ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRNA
Moderna, Inc.
This page
8,048,245 $408,850,845

All Filings in MRNA

Export CSV
30 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $408,850,845 8,048,245
2025-12-31 $238,332,575 8,081,810
2025-09-30 $208,417,361 8,068,810
2025-06-30 $217,100,467 7,868,810
2025-03-31 $205,321,756 7,242,390
2024-12-31 $303,819,280 7,306,861
2024-09-30 $482,971,120 7,226,861
2024-09-30 $532,768 7,972
2024-06-30 $736,725 6,204
2024-06-30 $858,189,743 7,226,861
2024-03-31 $780,210,688 7,321,797
2024-03-31 $153,446,400 1,440,000
2023-12-31 $730,903,398 7,349,456
2023-12-31 $200,292,300 2,014,000
2023-09-30 $712,454,342 6,897,612
2023-06-30 $758,949,628 6,246,499
2023-03-31 $938,747,613 6,112,434
2022-12-31 $1,052,368,073 5,858,858
2022-12-31 $50,652,840 282,000
2022-09-30 $710,021,009 6,004,406
2022-06-30 $907,726,897 6,354,406
2022-03-31 $1,091,601,284 6,336,940
2021-12-31 $1,275,531,752 5,022,174
2021-09-30 $1,522,919,498 3,957,074
2021-06-30 $1,426,811,717 6,072,056
2021-03-31 $825,254,232 6,302,056
2020-12-31 $558,256,130 5,343,698
2020-09-30 $541,448,193 7,652,978
2020-06-30 $548,797,668 8,546,919
2020-03-31 $267,481,023 8,930,919