Theleme Partners LLP Portfolio Holdings by Sector

Theleme Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare MRNA MRNA 2 stocks	$483,503 28.5% of portfolio	1	-	-	-	1 Calls 0 Puts
Consulting Services \| Industrials TRU EFX 2 stocks	$406,476 23.96% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$272,364 16.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials HRI 1 stocks	$168,900 9.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$122,977 7.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical SKX 1 stocks	$104,060 6.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$88,335 5.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB 1 stocks	$32,119 1.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONY 1 stocks	$17,865 1.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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