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SEC Form 13F

Theleme Partners LLP 13F Holdings

Inspect Theleme Partners LLP's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-14
Reported value
$1,683,453,074
Positions
9
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Read one actual disclosure before using it

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MODERNA INCMRNACOM$564,271,6978,057,571SHNone

First displayed source row from Disclosed positions. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-06-30 and its public availability date is 2026-08-14. Subtracting those calendar dates gives 45 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

Read the amount together with its Unit and Option columns. A reported put or call position is not an option premium paid, and a quarterly holding is not a purchase made on its public filing date. Check every accession in the effective amendment lineage below: a retained holding can originate in an earlier filing rather than the latest linked amendment.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

Disclosed positions

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MODERNA INCMRNACOM$564,271,6978,057,571SHNone
META PLATFORMS INCMETACL A$258,803,591459,450SHNone
UBER TECHNOLOGIES INCUBERCOM$230,663,0483,196,550SHNone
AMAZON COM INCAMZNCOM$196,148,815822,979SHNone
TRANSUNIONTRUCOM$170,954,2702,369,757SHNone
EQUINIX INCEQIXCOM$110,079,511105,603SHNone
EQUIFAX INCEFXCOM$91,139,087574,213SHNone
HDFC BANK LTDHDBSPONSORED ADS$40,154,1301,554,554SHNone
SIFY TECHNOLOGIES LTDSIFYSPONSORED ADR$21,238,9251,278,683SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

The displayed holdings combine the effective filing versions listed here. The latest receipt linked below identifies the current projection version; it is not proof that every retained holding originated in that latest amendment. Inspect all effective accessions when verifying a position's source.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Effective SEC accessionRole in this view
0000919574-26-005121Latest effective version

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.