Theleme Partners LLP - Q12026 Holdings

Theleme Partners LLP holds 9 stocks with a total portfolio value of $ 1.5B as of Q12026. In Q12026, Theleme Partners LLP added 1 new position, increased stakes in 6 stocks, reduced 1 holding, and fully exited 1 position. The largest holding is Moderna Inc (MRNA), representing 27.24% of the total portfolio.