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Theleme Partners LLP
institutionel investor · portefølje $1.68 mia. · 10 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 13.08.2026; ændring — mod 31.03.2026 · 11
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|---|---|---|---|
| Moderna Inc US:MRNA | 8 057 571 | $564 mio. | 33.52% | +9 326 |
| Meta Platforms, Inc. US:META | 459 450 | $259 mio. | 15.37% | +8 375 |
| Uber Technologies Inc US:UBER | 3 196 550 | $231 mio. | 13.70% | +13 300 |
| Amazon.com, Inc. US:AMZN | 822 979 | $196 mio. | 11.65% | +87 000 |
| TransUnion US:TRU | 2 369 757 | $171 mio. | 10.15% | +52 875 |
| Equinix Inc US:EQIX | 105 603 | $110 mio. | 6.54% | ny |
| Equifax Inc US:EFX | 574 213 | $91.1 mio. | 5.41% | +33 125 |
| HDFC Bank Limited US:HDB | 1 554 554 | $40.2 mio. | 2.39% | ny |
| Sify Technologies Limited US:SIFY | 1 278 683 | $21.2 mio. | 1.26% | — |
| Robinhood Markets, Inc. US:HOOD | 0 (var 1 145 000) | — | — | solgt |
| FLUTTER ENTMT PLC CUSIP G3643J108 | 0 (var 966 041) | — | — | solgt |
I virksomheder i vores database 2
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Moderna Inc | 2.02% | 8 057 571 | 2026-06-30 |
| Sify Technologies Limited | 1.77% | 1 278 683 | 2026-06-30 |
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