Theleme Partners LLP
London, X0 · CIK 1511881 · 13F filing filed 2026-08-13
Exempt reporting adviser since 2013 · limited liability partnership
- Private funds3 (3 hedge) · $5.1bn gross assets
- Websitethelemepartners.com
- Form ADV · 2026-06-29SEC adviser record
- Kindhedge funds, futures
- Others nearbyLondon, Dubai
- FamilyTheleme Partners LLP · 2 related pages
As an employer
- Offices in1 country
- Private fundshedge 3
In the UK
| Company | Staff |
|---|---|
| THELEME SERVICES LIMITED Private Limited Company |
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
$1.7bn
reported value
+12.1% vs Q1 2026
9positions
100.0%in top 10
2 new
6 added
0 reduced
2 sold out
vs Q1 2026
This report includes the holdings of 1 other manager that shares the investment decisions:
- Theleme Master Fund Ltd – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| MODERNA INC MRNA | $564.3m33.52% | Added +9.3k |
| META PLATFORMS INC META | $258.8m15.37% | Added +8.4k |
| UBER TECHNOLOGIES INC UBER | $230.7m13.70% | Added +13.3k |
| AMAZON COM INC AMZN | $196.1m11.65% | Added +87.0k |
| TRANSUNION TRU | $171.0m10.15% | Added +52.9k |
| EQUINIX INC EQIX | $110.1m6.54% | New |
| EQUIFAX INC EFX | $91.1m5.41% | Added +33.1k |
| HDFC BANK LTD HDB | $40.2m2.39% | New |
| SIFY TECHNOLOGIES LTD SIFY | $21.2m1.26% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| FLUTTER ENTMT PLC FLUT | $98.5m966.0k shares |
| ROBINHOOD MKTS INC HOOD | $79.3m1.1m shares |