Theleme Partners LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| META PLATFORMS INC(META) | 271,000 | 362,675 | +91,675 | 200,022,390 | 266,341,267 | 17.02% | +66,318,877 |
| WELLS FARGO CO NEW(WFC) | 2,643,000 | 2,733,840 | +90,840 | 211,757,160 | 229,150,469 | 14.65% | +17,393,309 |
| SIFY TECHNOLOGIES LTD(SIFY) | 0 | 997,583 | +997,583 | 0 | 13,626,984 | 0.87% | +13,626,984 |
| TRANSUNION(TRU) | 2,108,357 | 2,230,882 | +122,525 | 185,535,416 | 186,903,294 | 11.95% | +1,367,878 |
| UBER TECHNOLOGIES INC(UBER) | 1,689,750 | 1,552,250 | -137,500 | 157,653,675 | 152,073,933 | 9.72% | -5,579,742 |
| MODERNA INC(MRNA) | 7,868,810 | 8,068,810 | +200,000 | 217,100,468 | 208,417,362 | 13.32% | -8,683,106 |
| HDFC BANK LTD(HDB) | 175,800 | 0 | -175,800 | 13,478,586 | 0 | — | -13,478,586 |
| EQUIFAX INC(EFX) | 598,088 | 506,088 | -92,000 | 155,126,085 | 129,826,755 | 8.30% | -25,299,330 |
| AMAZON COM INC(AMZN) | 688,000 | 563,979 | -124,021 | 150,940,320 | 123,832,869 | 7.92% | -27,107,451 |
| FLUTTER ENTMT PLC(FLUT) | 643,528 | 556,041 | -87,487 | 183,894,561 | 141,234,414 | 9.03% | -42,660,147 |
| BANK AMERICA CORP | 3,586,800 | 2,192,660 | -1,394,140 | 169,727,376 | 113,119,329 | 7.23% | -56,608,047 |