StockDriftsStockDriftsTop 9 Theleme Partners Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRNA | MODERNA INC | 27.24% | 8.05M | $408.9M | -0.42%(-33.56K) | $109.17(-55.08%) | 2026-03-31 | |
| META | META PLATFORMS INC | 17.19% | 451.1K | $258.1M | +4.64%(+20.00K) | $677.64(-9.36%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 15.25% | 3.18M | $229.0M | +60.99%(+1.21M) | $74.74(+0.46%) | 2026-03-31 | |
| TRU | TRANSUNION | 10.68% | 2.32M | $160.3M | +3.85%(+86.00K) | $79.01(-16.14%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 10.21% | 736.0K | $153.3M | +7.60%(+52.00K) | $199.90(+32.13%) | 2026-03-31 | |
| FLUT | FLUTTER ENTMT PLC | 6.56% | 966.0K | $98.5M | +7.81%(+70.00K) | $236.37(-60.92%) | 2026-03-31 | |
| EFX | EQUIFAX INC | 6.49% | 541.1K | $97.4M | +6.92%(+35.00K) | $257.83(-38.58%) | 2026-03-31 | |
| HOOD | ROBINHOOD MKTS INC | 5.29% | 1.15M | $79.3M | new | $91.20(-15.42%) | 2026-03-31 | |
| SIFY | SIFY TECHNOLOGIES LTD | 1.09% | 1.28M | $16.4M | +0.00%(+0) | $9.96(+57.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.73% | -18.85% |
| Top 20 Holdings Unweighted | +8.94% | +29.30% |
Sign up free to track Theleme Partners Llp, compare funds side by side, and get alerts the moment positions change.