THELEME PARTNERS LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRNA | 8.05M | $408.85M |
 | UBER | 3.18M | $228.97M |
 | TRU | 2.32M | $160.31M |
 | SIFY | 1.28M | $16.35M |
 | HOOD | 1.15M | $79.35M |
 | FLUT | 966K | $98.49M |
 | AMZN | 736K | $153.28M |
 | EFX | 541K | $97.43M |
 | META | 451K | $258.07M |
Moderna, Inc.
MRNA
Shares Held
8.05M
Value
$408.85M
Uber Technologies, Inc.
UBER
Shares Held
3.18M
Value
$228.97M
TransUnion
TRU
Shares Held
2.32M
Value
$160.31M
Sify Technologies Limited
SIFY
Shares Held
1.28M
Value
$16.35M
Robinhood Markets, Inc.
HOOD
Shares Held
1.15M
Value
$79.35M
Flutter Entertainment plc
FLUT
Shares Held
966K
Value
$98.49M
Amazon.com, Inc.
AMZN
Shares Held
736K
Value
$153.28M
Equifax Inc.
EFX
Shares Held
541K
Value
$97.43M
Meta Platforms, Inc.
META
Shares Held
451K
Value
$258.07M