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Disclosery

Theleme Partners LLP: MRNA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Theleme Partners LLP on MRNA, newest first. How the timeline and the estimate are built.

Theleme Partners LLP held 8,057,571 MRNA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,057,571 shares
    Change vs previous 13F +9,326 shares

    33.52% of the 13F portfolio, value $564,271,697.

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

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,048,245 shares
    Change vs previous 13F -33,565 shares

    27.24% of the 13F portfolio, value $408,850,846.

    13F-HR 0000919574-26-003141 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,081,810 shares
    Change vs previous 13F +13,000 shares

    15.52% of the 13F portfolio, value $238,332,577.

    13F-HR 0000919574-26-001165 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,068,810 shares
    Change vs previous 13F +200,000 shares

    13.32% of the 13F portfolio, value $208,417,362.

    13F-HR 0000919574-25-006668 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,868,810 shares
    Change vs previous 13F +626,420 shares

    13.2% of the 13F portfolio, value $217,100,468.

    13F-HR 0000919574-25-004639 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,242,390 shares
    Change vs previous 13F -64,471 shares

    16.14% of the 13F portfolio, value $205,321,756.

    13F-HR 0000919574-25-003069 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,306,861 shares
    Change vs previous 13F +80,000 shares

    20.36% of the 13F portfolio, value $303,819,280.

    13F-HR 0000919574-25-001195 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,226,861 shares
    Change vs previous 13F not available

    28.47% of the 13F portfolio, value $482,971,120.

    13F-HR 0000919574-24-006657 filed by Theleme Partners LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).