| Filer Name: |
THELEME PARTNERS LLP |
| CIK: |
1511881 |
| Period: |
2024-12-31 |
| Filed At: |
2025-02-13 |
| Number of Holdings: |
11 |
| Portfolio Value: |
$1.49B |
Theleme Partners Llp Top Holdings
| Ticker |
Exchange |
Security |
Shares |
Value |
% of Portfolio |
Position Change |
Put/Call |
|
MRNA
|
US |
MODERNA INC |
7,306,861 |
$304M |
20.36% |
91556.6%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
5,994,300 |
$263M |
17.66% |
100.0%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
2,663,000 |
$187M |
12.54% |
100.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
850,000 |
$186M |
12.50% |
28.8%
|
- |
|
EFX
|
US |
EQUIFAX INC |
713,088 |
$182M |
12.18% |
19.2%
|
- |
|
TRU
|
US |
TRANSUNION |
1,480,357 |
$137M |
9.20% |
-32.9%
|
- |
|
SKX
|
US |
SKECHERS USA INC-CL A |
1,555,000 |
$105M |
7.01% |
-
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
1,253,750 |
$76M |
5.07% |
100.0%
|
- |
|
HDB
|
US |
HDFC BANK LTD-ADR |
500,800 |
$32M |
2.14% |
-2.5%
|
- |
|
SONY
|
US |
SONY GROUP CORP - SP ADR |
925,000 |
$20M |
1.31% |
400.0%
|
- |
|
85423L103
|
- |
STANDARDAERO INC |
20,000 |
$0M |
0.03% |
100.0%
|
- |