Theleme Partners LLP
Top Portfolio Positions
9 positions ·
$1,501,107,417 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MRNA |
Moderna, Inc.
Healthcare
|
8,048,245 | $408,850,845 | 27.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
451,075 | $258,073,539 | 17.19% | |
| UBER |
Uber Technologies, Inc
Technology
|
3,183,250 | $228,971,172 | 15.25% | |
| TRU |
TransUnion
Financial Services
|
2,316,882 | $160,305,065 | 10.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
735,979 | $153,282,346 | 10.21% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
966,041 | $98,487,879 | 6.56% | |
| EFX |
Equifax Inc
Industrials
|
541,088 | $97,433,716 | 6.49% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
1,145,000 | $79,348,500 | 5.29% | |
| SIFY |
Sify Technologies Ltd
Communication Services
|
1,278,683 | $16,354,355 | 1.09% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TRU
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,305,065 | 2,316,882 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $191,298,131 | 2,230,882 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $186,903,293 | 2,230,882 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $185,535,416 | 2,108,357 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $150,656,477 | 1,815,357 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $137,243,897 | 1,480,357 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $230,900,877 | 2,205,357 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $169,170,751 | 2,281,159 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $110,535,688 | 1,385,159 | Shares | Defined | 2024-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||