THELEME PARTNERS LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRNA | 8.08M | $238.33M |
 | TRU | 2.23M | $191.30M |
 | WFC | 1.98M | $184.43M |
 | UBER | 1.98M | $161.56M |
 | SIFY | 1.28M | $15.59M |
 | FLUT | 896K | $192.68M |
 | AMZN | 684K | $157.88M |
 | EFX | 506K | $109.81M |
 | META | 431K | $284.55M |
Moderna, Inc.
MRNA
Shares Held
8.08M
Value
$238.33M
TransUnion
TRU
Shares Held
2.23M
Value
$191.30M
Wells Fargo & Company
WFC
Shares Held
1.98M
Value
$184.43M
Uber Technologies, Inc.
UBER
Shares Held
1.98M
Value
$161.56M
Sify Technologies Limited
SIFY
Shares Held
1.28M
Value
$15.59M
Flutter Entertainment plc
FLUT
Shares Held
896K
Value
$192.68M
Amazon.com, Inc.
AMZN
Shares Held
684K
Value
$157.88M
Equifax Inc.
EFX
Shares Held
506K
Value
$109.81M
Meta Platforms, Inc.
META
Shares Held
431K
Value
$284.55M