0000919574-25-004639.txt : 20250814 0000919574-25-004639.hdr.sgml : 20250814 20250813174307 ACCESSION NUMBER: 0000919574-25-004639 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250814 DATE AS OF CHANGE: 20250813 EFFECTIVENESS DATE: 20250814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Theleme Partners LLP CENTRAL INDEX KEY: 0001511881 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: X0 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14308 FILM NUMBER: 251213233 BUSINESS ADDRESS: STREET 1: 65 CURZON STREET CITY: LONDON STATE: X0 ZIP: W1J 8PE BUSINESS PHONE: 353 607-1800 MAIL ADDRESS: STREET 1: 65 CURZON STREET CITY: LONDON STATE: X0 ZIP: W1J 8PE 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001511881 XXXXXXXX 06-30-2025 06-30-2025 false Theleme Partners LLP

65 Curzon Street London X0 W1J 8PE

13F HOLDINGS REPORT 028-14308 000157257 802-78387 N Lucy Elwes 44-020-7150-1400 /s/Lucy Elwes London X0 08-13-2025 2 11 1645236037 1 0001511880 028-14311 Theleme Master Fund Ltd 2 0001805802 028-22495 Theleme Special Purpose Fund I LP INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 150940320 688000 SH DFND 1 688000 0 0 BANK AMERICA CORP COM 060505104 169727376 3586800 SH DFND 1 3586800 0 0 EQUIFAX INC COM 294429105 155126085 598088 SH DFND 1 598088 0 0 FLUTTER ENTMT PLC SHS G3643J108 183894561 643528 SH DFND 1 643528 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 13478586 175800 SH SOLE 175800 0 0 META PLATFORMS INC CL A 30303M102 200022390 271000 SH DFND 1 271000 0 0 MODERNA INC COM 60770K107 29195848 1058204 SH DFND 2 1058204 0 0 MODERNA INC COM 60770K107 187904620 6810606 SH DFND 1 6810606 0 0 TRANSUNION COM 89400J107 185535416 2108357 SH DFND 1 2108357 0 0 UBER TECHNOLOGIES INC COM 90353T100 157653675 1689750 SH DFND 1 1689750 0 0 WELLS FARGO CO NEW COM 949746101 211757160 2643000 SH DFND 1 2643000 0 0