Theleme Partners LLP — 13F holdings

Theleme Partners LLP reported 10 holdings worth $1.68B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. MRNA Moderna Inc — $564M (33.5%)
2. META META PLATFORMS INC — $259M (15.4%)
3. UBER UBER TECHNOLOGIES INC — $231M (13.7%)
4. AMZN AMAZON COM INC — $196M (11.7%)
5. TRU TRANSUNION — $171M (10.2%)
6. EQIX EQUINIX INC — $110M (6.5%)
7. EFX EQUIFAX INC — $91.1M (5.4%)
8. HDB HDFC BANK LTD — $40.2M (2.4%)
9. SIFY SIFY TECHNOLOGIES LTD — $21.2M (1.3%)