• 13F History

Theleme Partners LLP

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$1.49B
Signature - Title
Lucy Elwes - Chief Compliance Officer
Location
London, United Kingdom
Summary
This page shows a list of all the recent 13F filings made by Theleme Partners LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Theleme Partners LLP reported 11 stock holdings with total value $1.49B as of Q4 2024. Top holdings included MRNA, BAC, WFC, AMZN, and EFX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 11 $1.49B +$617M -$598M +$19M MRNA, BAC, WFC, AMZN, EFX 13F-HR 2/13/2025, 06:15 PM
Q3 2024 10 $1.7B +$303M -$316M -$12.8M MRNA, SCHW, TRU, EFX, HRI 13F-HR 11/14/2024, 12:52 PM
Q2 2024 8 $2.01B +$232M -$120M +$112M MRNA, SCHW, WFC, TRU, HRI 13F-HR 8/13/2024, 05:45 PM
Q1 2024 7 $1.82B +$124M -$349M -$225M MRNA, SCHW, WFC, HRI, TRU 13F-HR 5/14/2024, 10:34 AM
Q4 2023 10 $2.1B +$138M -$453M -$315M MRNA, SCHW, WFC, HRI, TSM 13F-HR 2/13/2024, 09:55 AM
Q3 2023 11 $1.99B +$188M -$205M -$17.1M MRNA, SCHW, WFC, QCOM, URI 13F-HR 11/13/2023, 06:01 PM
Q2 2023 12 $2.21B +$280M -$250M +$29.9M MRNA, WFC, SCHW, URI, AA 13F-HR 8/11/2023, 07:21 PM
Q1 2023 11 $2.33B +$338M -$272M +$66.7M MRNA, WFC, SCHW, AA, QCOM 13F-HR 5/12/2023, 05:35 PM
Q4 2022 11 $2.65B +$287M -$42.7M +$245M MRNA, WFC, SCHW, AA, URI 13F-HR 2/10/2023, 03:14 PM
Q3 2022 10 $2.05B +$58.8M -$159M -$99.9M MRNA, WFC, SCHW, META, AA 13F-HR 11/14/2022, 11:12 AM
Q2 2022 12 $2.5B +$167M -$95.7M +$71.7M MRNA, WFC, LRCX, META, AA 13F-HR 8/12/2022, 11:14 AM
Q1 2022 11 $3.13B +$623M -$194M +$429M MRNA, WFC, AA, LRCX, META 13F-HR 5/13/2022, 01:37 PM
Q4 2021 10 $5.98B +$3.44B -$171M +$3.27B IWM, MRNA, WFC, AA, META Restatement 5/26/2022, 12:11 PM
Q3 2021 7 $3.5B +$368M -$1.15B -$780M MRNA, WFC, META, AA, TMUS Restatement 5/26/2022, 12:04 PM
Q2 2021 9 $3.42B +$203M -$621M -$418M MRNA, WFC, TMUS, ADI, MU 13F-HR 8/13/2021, 02:26 PM
Q1 2021 12 $2.99B +$438M -$730M -$293M MRNA, WFC, TMUS, AZO, MU 13F-HR 5/13/2021, 12:36 PM
Q4 2020 16 $3.05B +$1.22B -$365M +$850M WFC, MRNA, TMUS, CARR, MU 13F-HR 2/12/2021, 03:04 PM
Q3 2020 16 $2.18B +$275M -$197M +$77.7M MRNA, WFC, URI, VMC, BKNG 13F-HR 11/13/2020, 01:48 PM
Q2 2020 15 $2.12B +$542M -$107M +$435M MRNA, WFC, URI, WFC, VMC 13F-HR 8/13/2020, 07:34 PM
Q1 2020 14 $1.39B +$616M -$13.2M +$602M WFC, MRNA, URI, WFC, BA 13F-HR 5/14/2020, 05:39 PM
Q4 2019 7 $1.78B +$78.6M -$85.1M -$6.53M WFC, BAC, URI, AXP, MRNA 13F-HR 2/13/2020, 09:03 AM
Q3 2019 11 $2.16B +$239M -$252M -$13.6M WFC, BAC, WFC, URI, SCHW 13F-HR 11/13/2019, 01:54 PM
Q2 2019 10 $2.06B +$743M -$231M +$512M WFC, BAC, WFC, SCHW, URI 13F-HR 8/13/2019, 08:38 PM
Q1 2019 8 $1.67B +$271M -$144M +$127M BAC, WFC, SCHW, UTX, AXP 13F-HR 5/15/2019, 02:19 PM
Q4 2018 10 $1.98B +$495M -$34.8M +$460M WFC, SCHW, BAC, WFC, UTX 13F-HR 2/13/2019, 05:12 PM
Q3 2018 7 $1.83B +$68.1M -$125M -$56.9M WFC, SCHW, BAC, UTX, SPGI 13F-HR 11/13/2018, 03:29 PM
Q2 2018 8 $1.93B +$244M -$272M -$28.8M SCHW, WFC, BAC, BACWSA, UTX 13F-HR 8/13/2018, 03:52 PM
Q1 2018 7 $1.99B +$158M -$88.4M +$69.9M SCHW, WFC, BAC, BACWSA, SPGI 13F-HR 5/14/2018, 01:45 PM
Q4 2017 7 $2.13B +$193M -$190M +$3.24M SCHW, WFC, BAC, BACWSA, TSLA 13F-HR 2/14/2018, 09:32 AM
Q3 2017 8 $1.93B +$104M -$89.9M +$14.5M BAC, SCHW, WFC, BACWSA, SPGI 13F-HR 11/13/2017, 09:50 AM
Q2 2017 7 $1.87B +$116M -$136M -$19.6M SCHW, BAC, WFC, BACWSA, SPGI 13F-HR 8/11/2017, 01:24 PM
Q1 2017 7 $1.87B +$104M -$115M -$10.5M SCHW, BAC, WFC, SPGI, BACWSA 13F-HR 5/12/2017, 12:59 PM
Q4 2016 7 $1.77B +$79.4M -$54.8M +$24.7M SCHW, BAC, WFC, SPGI, BACWSA 13F-HR 2/13/2017, 09:22 AM
Q3 2016 6 $1.39B +$162M -$61.8M +$101M SCHW, BAC, WFC, SPGI, CHTR 13F-HR 11/14/2016, 01:23 PM
Q2 2016 7 $1.33B +$203M -$106M +$97.1M WFC, SCHW, BAC, VMC, SPGI 13F-HR 8/12/2016, 10:06 AM
Q1 2016 8 $1.49B +$216M -$25.7M +$190M WFC, SCHW, BAC, VMC, MHFI 13F-HR 5/13/2016, 10:17 AM
Q4 2015 9 $1.53B +$57.2M -$69.7M -$12.6M WFC, SCHW, BAC, VMC, MHFI 13F-HR 2/12/2016, 10:02 AM
Q3 2015 9 $1.42B +$118M -$40M +$78M WFC, SCHW, BAC, VMC, MHFI 13F-HR 11/13/2015, 12:23 PM
Q2 2015 9 $1.57B +$179M -$16.8M +$162M WFC, SCHW, BAC, MHFI, VMC 13F-HR 8/13/2015, 11:31 AM
Q1 2015 9 $1.49B +$165M -$31.3M +$134M WFC, SCHW, BAC, MHFI, MSFT 13F-HR 5/14/2015, 09:56 AM
Q4 2014 8 $1.67B +$221M -$20.9M +$200M WFC, SCHW, BAC, MHK, MHFI 13F-HR 2/13/2015, 01:56 PM
Q3 2014 8 $1.51B +$91M -$24.5M +$66.5M WFC, SCHW, BAC, MHFI, MHK 13F-HR 11/13/2014, 09:34 AM
Q2 2014 10 $1.5B +$142M -$121M +$20.6M WFC, SCHW, BAC, MHFI, LOW 13F-HR 8/13/2014, 01:18 PM
Q1 2014 12 $1.53B +$143M -$93.2M +$49.8M WFC, SCHW, BAC, MHFI, LOW 13F-HR 5/14/2014, 10:13 AM
Q4 2013 14 $1.69B WFC, SCHW, AXP, BAC, MHFI 13F-HR 2/13/2014, 08:21 AM