# Theleme Partners LLP: Form 13F holdings

An institutional investment manager in London. SEC CIK 1511881.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $1.68bn
- Positions: 9 (10 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1511881/000091957426005121/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MODERNA INC (MRNA)](/companies/mrna.md) | COM | $564.3m | 33.5% | 8,057,571 |  | Added +9,326 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $258.8m | 15.4% | 459,450 |  | Added +8,375 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $230.7m | 13.7% | 3,196,550 |  | Added +13,300 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $196.1m | 11.7% | 822,979 |  | Added +87,000 |
| [TRANSUNION (TRU)](/companies/tru.md) | COM | $171.0m | 10.2% | 2,369,757 |  | Added +52,875 |
| [EQUINIX INC (EQIX)](/companies/eqix.md) | COM | $110.1m | 6.5% | 105,603 |  | New +105,603 |
| [EQUIFAX INC (EFX)](/companies/efx.md) | COM | $91.1m | 5.4% | 574,213 |  | Added +33,125 |
| [HDFC BANK LTD (HDB)](/companies/hdb.md) | SPONSORED ADS | $40.2m | 2.4% | 1,554,554 |  | New +1,554,554 |
| [SIFY TECHNOLOGIES LTD (SIFY)](/companies/sify.md) | SPONSORED ADR | $21.2m | 1.3% | 1,278,683 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| FLUTTER ENTMT PLC | SHS | $0 | 0.0% | 0 |  | Sold out −966,041 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −1,145,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005121. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.