Theleme Partners LLP Portfolio Holdings
Theleme Partners LLP
- $1.46 Billion
- Q2 2025
Theleme Partners LLP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 11 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Moderna, Inc. with a value of $217M, Wells Fargo & Company with a value of $212M, Meta Platforms, Inc. with a value of $200M, Trans Union with a value of $186M, and Bank Of America Corp with a value of $170M.
Examining the 13F form we can see an increase of $272M in the current position value, from $1.19B to 1.46B.
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
$1.46 Billion
Financial Services: $395 Million
Industrials: $341 Million
Healthcare: $217 Million
Communication Services: $200 Million
Technology: $158 Million
Consumer Cyclical: $151 Million