Theleme Partners LLP Portfolio Holdings
Theleme Partners LLP
- $1.7 Billion
- Q3 2024
Theleme Partners LLP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.7 Billion distributed in 12 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Moderna, Inc. with a value of $483M, Schwab Charles Corp with a value of $272M, Trans Union with a value of $231M, Equifax Inc with a value of $176M, and Herc Holdings Inc with a value of $169M.
Examining the 13F form we can see an decrease of $315M in the current position value, from $2.01B to 1.7B.
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
$1.7 Billion
Industrials: $575 Million
Healthcare: $484 Million
Financial Services: $304 Million
Consumer Cyclical: $227 Million
Basic Materials: $88.3 Million
Technology: $17.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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