Theleme Partners LLP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.5B in reported equity holdings across 9 positions. The largest holdings are MRNA (27.2%), META (17.2%), UBER (15.3%), TRU (10.7%), AMZN (10.2%). The portfolio is concentrated in Other (82.8%), Communication Services (17.2%). Data sourced from SEC EDGAR 13F filings (CIK 1511881).