Theleme Partners LLP Portfolio Holdings
Theleme Partners LLP
- $1.41 Billion
- Q3 2025
Theleme Partners LLP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 11 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $266M, Wells Fargo & Company with a value of $229M, Moderna, Inc. with a value of $208M, Trans Union with a value of $187M, and Uber Technologies, Inc with a value of $152M.
Examining the 13F form we can see an decrease of $51.7M in the current position value, from $1.46B to 1.41B.
Theleme Partners LLP is based out at London, X0
Below you can find more details about Theleme Partners LLP portfolio as well as his latest detailed transactions.
Portfolio value
$1.41 Billion
Financial Services: $342 Million
Industrials: $317 Million
Communication Services: $266 Million
Healthcare: $208 Million
Technology: $152 Million
Consumer Cyclical: $124 Million