Stock Taper 
THELEME PARTNERS LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Equinix, Inc. | EQIX | 105.6K | $110.08M |
 Meta Platforms, Inc. | META | 459.45K | $258.8M |
 Equifax Inc. | EFX | 574.21K | $91.14M |
 Amazon.com, Inc. | AMZN | 822.98K | $196.15M |
 HDFC Bank Limited | HDB | 1.55M | $40.15M |
 TransUnion | TRU | 2.37M | $170.95M |
 Uber Technologies, Inc. | UBER | 3.2M | $230.66M |
 Moderna, Inc. | MRNA | 8.06M | $564.27M |