Filed: 8/13/2026ACC: 0000919574-26-005121
📋 What this filing means
THELEME PARTNERS LLP filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $1.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$1.68B
Total AUM (reported)
18.42M
Total Shares
Allocation by class
COM$1.36B81.0%
CL A$258.80M15.4%
SPONSORED ADS$40.15M2.4%
SPONSORED ADR$21.24M1.3%
Portfolio Concentration
Top 3$1.05B62.6%
4–10$629.71M37.4%
Top 3 weight
62.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 18.42M
Sole
Full voting authority
18.42M
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)
Sole3
Shared0
Other6
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
MODERNA INC
SOLEShares8.06M
TypeSH
Market value$564.27M
33.52%
Sole
8.06M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares459.45K
TypeSH
Market value$258.80M
15.37%
Sole
459.45K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
DFNDShares3.20M
TypeSH
Market value$230.66M
13.70%
Sole
3.20M
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares822.98K
TypeSH
Market value$196.15M
11.65%
Sole
822.98K
Shared
0.00
None
0.00
TRANSUNION
DFNDShares2.37M
TypeSH
Market value$170.95M
10.15%
Sole
2.37M
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares105.60K
TypeSH
Market value$110.08M
6.54%
Sole
105.60K
Shared
0.00
None
0.00
EQUIFAX INC
DFNDShares574.21K
TypeSH
Market value$91.14M
5.41%
Sole
574.21K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares1.55M
TypeSH
Market value$40.15M
2.39%
Sole
1.55M
Shared
0.00
None
0.00
SIFY TECHNOLOGIES LTD
SOLEShares1.28M
TypeSH
Market value$21.24M
1.26%
Sole
1.28M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MODERNA INCSOLE | COM | 8.06M | SH | $564.27M 33.52% | 8.06M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 459.45K | SH | $258.80M 15.37% | 459.45K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 3.20M | SH | $230.66M 13.70% | 3.20M | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 822.98K | SH | $196.15M 11.65% | 822.98K | 0.00 | 0.00 |
TRANSUNIONDFND | COM | 2.37M | SH | $170.95M 10.15% | 2.37M | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 105.60K | SH | $110.08M 6.54% | 105.60K | 0.00 | 0.00 |
EQUIFAX INCDFND | COM | 574.21K | SH | $91.14M 5.41% | 574.21K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 1.55M | SH | $40.15M 2.39% | 1.55M | 0.00 | 0.00 |
SIFY TECHNOLOGIES LTDSOLE | SPONSORED ADR | 1.28M | SH | $21.24M 1.26% | 1.28M | 0.00 | 0.00 |