Filed: 11/13/2025ACC: 0000919574-25-006668
📋 What this filing means
THELEME PARTNERS LLP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.56B
Total AUM (reported)
19.76M
Total Shares
Allocation by class
COM$1.14B73.1%
CL A$266.34M17.0%
SHS$141.23M9.0%
SPONSORED ADR$13.63M0.9%
Portfolio Concentration
Top 3$703.91M45.0%
4–10$860.62M55.0%
Top 3 weight
45.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 19.76M
Sole
Full voting authority
19.76M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1
Shared0
Other9
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
META PLATFORMS INC
DFNDShares362.68K
TypeSH
Market value$266.34M
17.02%
Sole
362.68K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
DFNDShares2.73M
TypeSH
Market value$229.15M
14.65%
Sole
2.73M
Shared
0.00
None
0.00
MODERNA INC
DFNDShares8.07M
TypeSH
Market value$208.42M
13.32%
Sole
8.07M
Shared
0.00
None
0.00
TRANSUNION
DFNDShares2.23M
TypeSH
Market value$186.90M
11.95%
Sole
2.23M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares1.55M
TypeSH
Market value$152.07M
9.72%
Sole
1.55M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares556.04K
TypeSH
Market value$141.23M
9.03%
Sole
556.04K
Shared
0.00
None
0.00
EQUIFAX INC
DFNDShares506.09K
TypeSH
Market value$129.83M
8.30%
Sole
506.09K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares563.98K
TypeSH
Market value$123.83M
7.92%
Sole
563.98K
Shared
0.00
None
0.00
BANK AMERICA CORP
DFNDShares2.19M
TypeSH
Market value$113.12M
7.23%
Sole
2.19M
Shared
0.00
None
0.00
SIFY TECHNOLOGIES LTD
SOLEShares997.58K
TypeSH
Market value$13.63M
0.87%
Sole
997.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCDFND | CL A | 362.68K | SH | $266.34M 17.02% | 362.68K | 0.00 | 0.00 |
WELLS FARGO CO NEWDFND | COM | 2.73M | SH | $229.15M 14.65% | 2.73M | 0.00 | 0.00 |
MODERNA INCDFND | COM | 8.07M | SH | $208.42M 13.32% | 8.07M | 0.00 | 0.00 |
TRANSUNIONDFND | COM | 2.23M | SH | $186.90M 11.95% | 2.23M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 1.55M | SH | $152.07M 9.72% | 1.55M | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 556.04K | SH | $141.23M 9.03% | 556.04K | 0.00 | 0.00 |
EQUIFAX INCDFND | COM | 506.09K | SH | $129.83M 8.30% | 506.09K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 563.98K | SH | $123.83M 7.92% | 563.98K | 0.00 | 0.00 |
BANK AMERICA CORPDFND | COM | 2.19M | SH | $113.12M 7.23% | 2.19M | 0.00 | 0.00 |
SIFY TECHNOLOGIES LTDSOLE | SPONSORED ADR | 997.58K | SH | $13.63M 0.87% | 997.58K | 0.00 | 0.00 |