0000919574-21-003381.txt : 20210513 0000919574-21-003381.hdr.sgml : 20210513 20210513123624 ACCESSION NUMBER: 0000919574-21-003381 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210513 DATE AS OF CHANGE: 20210513 EFFECTIVENESS DATE: 20210513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Theleme Partners LLP CENTRAL INDEX KEY: 0001511881 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14308 FILM NUMBER: 21918257 BUSINESS ADDRESS: STREET 1: 15 DAVIES STREET CITY: LONDON STATE: X0 ZIP: W1K 3AG BUSINESS PHONE: 353 607-1800 MAIL ADDRESS: STREET 1: 15 DAVIES STREET CITY: LONDON STATE: X0 ZIP: W1K 3AG 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001511881 XXXXXXXX 03-31-2021 03-31-2021 false Theleme Partners LLP

15 Davies Street London X0 W1K 3AG

13F HOLDINGS REPORT 028-14308 N Lucy Elwes 44-020-7150-1400 /s/ Lucy Elwes London X0 05-13-2021 1 14 2988346 1 0001511880 028-14311 Theleme Master Fund Ltd INFORMATION TABLE 2 infotable.xml ANALOG DEVICES INC COM 032654105 178032 1148000 SH DFND 1 1148000 0 0 ANTHEM INC COM 036752103 94186 262392 SH DFND 1 262392 0 0 AUTOZONE INC COM 053332102 189523 134959 SH DFND 1 134959 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 122117 2892396 SH DFND 1 2892396 0 0 CENTENE CORP DEL COM 15135B101 104607 1636784 SH DFND 1 1636784 0 0 COMCAST CORP NEW CL A 20030N101 165305 3054975 SH DFND 1 3054975 0 0 ICICI BANK LIMITED ADR 45104G104 1557 97150 SH SOLE 97150 0 0 ICICI BANK LIMITED ADR 45104G104 88325 5510000 SH DFND 1 5510000 0 0 INFOSYS LTD SPONSORED ADR 456788108 1558 83200 SH SOLE 83200 0 0 MICRON TECHNOLOGY INC COM 595112103 178361 2022000 SH DFND 1 2022000 0 0 MODERNA INC COM 60770K107 101912 778255 SH SOLE 778255 0 0 MODERNA INC COM 60770K107 723342 5523801 SH DFND 1 5523801 0 0 T-MOBILE US INC COM 872590104 272662 2176245 SH DFND 1 2176245 0 0 WELLS FARGO CO NEW COM 949746101 766860 19627847 SH DFND 1 19627847 0 0