THELEME PARTNERS LLP

PrivateCIK: 1511881
Location

LONDON, X0

9
Positions
$1.68B
Total AUM (reported)
18.42M
Total Shares

Allocation by class

TOTAL AUM$1.68B9 positions
COM$1.36B81.0%
CL A$258.80M15.4%
SPONSORED ADS$40.15M2.4%
SPONSORED ADR$21.24M1.3%

Portfolio Concentration

Top 362.6%4–1037.4%TOP 10100.0%0%100%
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

SOLE
COM
Shares8.06M
TypeSH
Market value$564.27M
33.52%
Sole
8.06M
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares459.45K
TypeSH
Market value$258.80M
15.37%
Sole
459.45K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

DFND
COM
Shares3.20M
TypeSH
Market value$230.66M
13.70%
Sole
3.20M
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares822.98K
TypeSH
Market value$196.15M
11.65%
Sole
822.98K
Shared
0.00
None
0.00

TRANSUNION

DFND
COM
Shares2.37M
TypeSH
Market value$170.95M
10.15%
Sole
2.37M
Shared
0.00
None
0.00

EQUINIX INC

DFND
COM
Shares105.60K
TypeSH
Market value$110.08M
6.54%
Sole
105.60K
Shared
0.00
None
0.00

EQUIFAX INC

DFND
COM
Shares574.21K
TypeSH
Market value$91.14M
5.41%
Sole
574.21K
Shared
0.00
None
0.00

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares1.55M
TypeSH
Market value$40.15M
2.39%
Sole
1.55M
Shared
0.00
None
0.00

SIFY TECHNOLOGIES LTD

SOLE
SPONSORED ADR
Shares1.28M
TypeSH
Market value$21.24M
1.26%
Sole
1.28M
Shared
0.00
None
0.00