Lucy Elwes

Theleme Partners Llp

Assets Managed

$1.501B

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

-2.27%(2Q avg: -2.04%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Theleme Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 9 positions.

Assets under management

The assets under management (AUM) of Theleme Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.501B in assets, with a quarterly growth rate of -2.27% and a 2-quarter average growth rate of -2.04%. The portfolio is managed by Lucy Elwes, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MRNA Moderna Inc Recent Activity Decreased -0.41%	27.24%	$408.851M 8.048M shares@ $50.8 avg price	Decreased -0.41%
META Meta Platforms Inc-class A Recent Activity Increased 4.64%	17.2%	$258.074M 451,075 shares@ $572.14 avg price	Increased 4.64%
UBER Uber Technologies Inc Recent Activity Increased 61%	15.26%	$228.971M 3.183M shares@ $71.94 avg price	Increased 61%
TRU Transunion Recent Activity Increased 3.86%	10.68%	$160.305M 2.317M shares@ $69.2 avg price	Increased 3.86%
AMZN Amazon.com Inc Recent Activity Increased 7.61%	10.22%	$153.282M 735,979 shares@ $208.27 avg price	Increased 7.61%
FLUT Flutter Entertainment Plc-di Recent Activity Increased 7.82%	6.57%	$98.488M 966,041 shares@ $101.96 avg price	Increased 7.82%
EFX Equifax Inc Recent Activity Increased 6.92%	6.5%	$97.434M 541,088 shares@ $180.07 avg price	Increased 6.92%
HOOD Robinhood Markets Inc - A Recent Activity New Position	5.29%	$79.349M 1.145M shares@ $69.3 avg price	New Position
SIFY Sify Technologies-spon Adr Recent Activity	1.09%	$16.354M 1.279M shares@ $12.8 avg price

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