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Disclosery

Theleme Partners LLP

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13F filer, CIK 1511881, London, United Kingdom

Theleme Partners LLP reported $1,683,453,074 across 9 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005121

Period
2026-06-30
Reported value
$1.68B
Holdings
9
Top 10 weight
100%
New
2
Sold out
2

Part of the filer group Theleme Partners LLP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EQIXnew+105,603$110M
HDBnew+1,554,554$40.2M
AMZNadded+87,000$20.7M
EFXadded+33,125$5.26M
METAadded+8,375$4.72M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FLUTexited-966,041-$98.5M
HOODexited-1,145,000-$79.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005121, largest first. % of portfolio is the value over $1,683,453,074, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,226,861 shares; 2024Q4: 7,306,861 shares; 2025Q1: 7,242,390 shares; 2025Q2: 7,868,810 shares; 2025Q3: 8,068,810 shares; 2025Q4: 8,081,810 shares; 2026Q1: 8,048,245 shares; 2026Q2: 8,057,571 shares 8,057,571$564M33.52%+9,326Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271,000 shares; 2025Q3: 362,675 shares; 2025Q4: 431,075 shares; 2026Q1: 451,075 shares; 2026Q2: 459,450 shares 459,450$259M15.37%+8,375Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,253,750 shares; 2025Q1: 1,529,750 shares; 2025Q2: 1,689,750 shares; 2025Q3: 1,552,250 shares; 2025Q4: 1,977,250 shares; 2026Q1: 3,183,250 shares; 2026Q2: 3,196,550 shares 3,196,550$231M13.7%+13,300Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660,000 shares; 2024Q4: 850,000 shares; 2025Q1: 850,000 shares; 2025Q2: 688,000 shares; 2025Q3: 563,979 shares; 2025Q4: 683,979 shares; 2026Q1: 735,979 shares; 2026Q2: 822,979 shares 822,979$196M11.65%+87,000Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,205,357 shares; 2024Q4: 1,480,357 shares; 2025Q1: 1,815,357 shares; 2025Q2: 2,108,357 shares; 2025Q3: 2,230,882 shares; 2025Q4: 2,230,882 shares; 2026Q1: 2,316,882 shares; 2026Q2: 2,369,757 shares 2,369,757$171M10.15%+52,875Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,603 shares 105,603$110M6.54%newTimeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598,088 shares; 2024Q4: 713,088 shares; 2025Q1: 598,088 shares; 2025Q2: 598,088 shares; 2025Q3: 506,088 shares; 2025Q4: 506,088 shares; 2026Q1: 541,088 shares; 2026Q2: 574,213 shares 574,213$91.1M5.41%+33,125Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,500 shares; 2024Q4: 500,800 shares; 2025Q1: 500,800 shares; 2025Q2: 175,800 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,554,554 shares 1,554,554$40.2M2.39%newTimeline
SIFYSIFY TECHNOLOGIES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 997,583 shares; 2025Q4: 1,278,683 shares; 2026Q1: 1,278,683 shares; 2026Q2: 1,278,683 shares 1,278,683$21.2M1.26%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FLUTFLUTTER ENTMT PLC966,041$98.5Mshares
HOODROBINHOOD MKTS INC1,145,000$79.3Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-005121 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000919574-26-005121 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0000919574-26-003141 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000919574-26-001165 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000919574-25-006668 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0000919574-25-004639 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000919574-25-003069 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000919574-25-001195 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000919574-24-006657 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000919574-24-004526 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000919574-24-002899 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0000919574-24-000888 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0000919574-23-006214 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000919574-23-004617 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000919574-23-003118 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000919574-23-000903 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0000919574-22-006674 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0000919574-22-004750 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR/A 0000919574-22-003643 Quarter ended 2021-12-312022-05-26acceptance time not in the bulk data set
13F-HR/A 0000919574-22-003642 Quarter ended 2021-09-302022-05-26acceptance time not in the bulk data set
13F-HR 0000919574-22-003165 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR/A 0000919574-22-002339 Quarter ended 2021-12-312022-03-18acceptance time not in the bulk data set
13F-HR 0000919574-22-000889 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0000919574-21-006966 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0000919574-21-005075 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0000919574-21-003381 Quarter ended 2021-03-312021-05-13acceptance time not in the bulk data set
13F-HR 0000919574-21-000996 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0000919574-20-006890 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0000919574-20-005173 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0000919574-20-003386 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0000919574-20-000982 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set
13F-HR 0000919574-19-006880 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set
13F-HR 0000919574-19-005208 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0000919574-19-003687 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0000919574-19-001251 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0000919574-18-007123 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0000919574-18-005296 Quarter ended 2018-06-302018-08-13acceptance time not in the bulk data set
13F-HR 0000919574-18-003466 Quarter ended 2018-03-312018-05-14acceptance time not in the bulk data set
13F-HR 0000919574-18-001604 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0000919574-17-007722 Quarter ended 2017-09-302017-11-13acceptance time not in the bulk data set
13F-HR 0000919574-17-005892 Quarter ended 2017-06-302017-08-11acceptance time not in the bulk data set
13F-HR 0000919574-17-003958 Quarter ended 2017-03-312017-05-12acceptance time not in the bulk data set
13F-HR 0000919574-17-001262 Quarter ended 2016-12-312017-02-13acceptance time not in the bulk data set
13F-HR 0000919574-16-016584 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0000919574-16-014557 Quarter ended 2016-06-302016-08-12acceptance time not in the bulk data set
13F-HR 0000919574-16-012862 Quarter ended 2016-03-312016-05-13acceptance time not in the bulk data set
13F-HR 0000919574-16-010208 Quarter ended 2015-12-312016-02-12acceptance time not in the bulk data set
13F-HR 0000919574-15-007823 Quarter ended 2015-09-302015-11-13acceptance time not in the bulk data set
13F-HR 0000919574-15-005875 Quarter ended 2015-06-302015-08-13acceptance time not in the bulk data set
13F-HR 0000919574-15-003990 Quarter ended 2015-03-312015-05-14acceptance time not in the bulk data set
13F-HR 0000919574-15-001428 Quarter ended 2014-12-312015-02-13acceptance time not in the bulk data set
13F-HR 0000919574-14-006196 Quarter ended 2014-09-302014-11-13acceptance time not in the bulk data set
13F-HR 0000919574-14-004351 Quarter ended 2014-06-302014-08-13acceptance time not in the bulk data set
13F-HR 0000919574-14-002934 Quarter ended 2014-03-312014-05-14acceptance time not in the bulk data set
13F-HR 0000919574-14-000871 Quarter ended 2013-12-312014-02-13acceptance time not in the bulk data set
13F-HR 0000919574-13-006234 Quarter ended 2013-09-302013-11-13acceptance time not in the bulk data set
13F-HR 0000919574-13-005205 Quarter ended 2013-06-302013-08-15acceptance time not in the bulk data set