Theleme Partners LLP Portfolio Holdings by Sector

Theleme Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Diversified \| Financial Services WFC BAC 2 stocks	$342,269 24.28% of portfolio	1	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU EFX 2 stocks	$316,729 22.47% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$266,341 18.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRNA 1 stocks	$208,417 14.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$152,073 10.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$123,832 8.78% of portfolio	-	1	-	-	0 Calls 0 Puts

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