Theleme Partners LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MODERNA INC(MRNA) | 8,081,810 | 8,048,245 | -33,565 | 238,332,577 | 408,850,846 | 27.24% | +170,518,269 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 1,145,000 | +1,145,000 | 0 | 79,348,500 | 5.29% | +79,348,500 |
| UBER TECHNOLOGIES INC(UBER) | 1,977,250 | 3,183,250 | +1,206,000 | 161,561,098 | 228,971,173 | 15.25% | +67,410,075 |
| SIFY TECHNOLOGIES LTD(SIFY) | 1,278,683 | 1,278,683 | 0 | 15,587,146 | 16,354,356 | 1.09% | +767,210 |
| AMAZON COM INC(AMZN) | 683,979 | 735,979 | +52,000 | 157,876,033 | 153,282,346 | 10.21% | -4,593,687 |
| EQUIFAX INC(EFX) | 506,088 | 541,088 | +35,000 | 109,810,974 | 97,433,716 | 6.49% | -12,377,258 |
| META PLATFORMS INC(META) | 431,075 | 451,075 | +20,000 | 284,548,297 | 258,073,540 | 17.19% | -26,474,757 |
| TRANSUNION(TRU) | 2,230,882 | 2,316,882 | +86,000 | 191,298,132 | 160,305,066 | 10.68% | -30,993,066 |
| FLUTTER ENTMT PLC(FLUT) | 896,041 | 966,041 | +70,000 | 192,684,657 | 98,487,880 | 6.56% | -94,196,777 |
| WELLS FARGO CO NEW(WFC) | 1,978,840 | 0 | -1,978,840 | 184,427,888 | 0 | — | -184,427,888 |