Filed: 5/15/2026ACC: 0000919574-26-003141
📋 What this filing means
THELEME PARTNERS LLP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$1.50B
Total AUM (reported)
18.67M
Total Shares
Allocation by class
COM$1.05B69.9%
CL A$258.07M17.2%
SHS$98.49M6.6%
COM CL A$79.35M5.3%
SPONSORED ADR$16.35M1.1%
Portfolio Concentration
Top 3$895.90M59.7%
4–10$605.21M40.3%
Top 3 weight
59.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 18.67M
Sole
Full voting authority
18.67M
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
Other8
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
MODERNA INC
DFNDShares8.05M
TypeSH
Market value$408.85M
27.24%
Sole
8.05M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares451.07K
TypeSH
Market value$258.07M
17.19%
Sole
451.07K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares3.18M
TypeSH
Market value$228.97M
15.25%
Sole
3.18M
Shared
0.00
None
0.00
TRANSUNION
DFNDShares2.32M
TypeSH
Market value$160.31M
10.68%
Sole
2.32M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares735.98K
TypeSH
Market value$153.28M
10.21%
Sole
735.98K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
DFNDShares966.04K
TypeSH
Market value$98.49M
6.56%
Sole
966.04K
Shared
0.00
None
0.00
EQUIFAX INC
DFNDShares541.09K
TypeSH
Market value$97.43M
6.49%
Sole
541.09K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
DFNDShares1.15M
TypeSH
Market value$79.35M
5.29%
Sole
1.15M
Shared
0.00
None
0.00
SIFY TECHNOLOGIES LTD
SOLEShares1.28M
TypeSH
Market value$16.35M
1.09%
Sole
1.28M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MODERNA INCDFND | COM | 8.05M | SH | $408.85M 27.24% | 8.05M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 451.07K | SH | $258.07M 17.19% | 451.07K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 3.18M | SH | $228.97M 15.25% | 3.18M | 0.00 | 0.00 |
TRANSUNIONDFND | COM | 2.32M | SH | $160.31M 10.68% | 2.32M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 735.98K | SH | $153.28M 10.21% | 735.98K | 0.00 | 0.00 |
FLUTTER ENTMT PLCDFND | SHS | 966.04K | SH | $98.49M 6.56% | 966.04K | 0.00 | 0.00 |
EQUIFAX INCDFND | COM | 541.09K | SH | $97.43M 6.49% | 541.09K | 0.00 | 0.00 |
ROBINHOOD MKTS INCDFND | COM CL A | 1.15M | SH | $79.35M 5.29% | 1.15M | 0.00 | 0.00 |
SIFY TECHNOLOGIES LTDSOLE | SPONSORED ADR | 1.28M | SH | $16.35M 1.09% | 1.28M | 0.00 | 0.00 |