Theleme Partners LLP
London X0 · SEC CIK 0001511881
$15.01亿2026Q1 申报市值
9持仓数
100.0%前十大占比 · 第一大 27.2%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
UBER 加仓+$8,674.76万
HOOD 新建仓+$7,934.85万
META 加仓+$1,144.26万
AMZN 加仓+$1,083.00万
FLUT 加仓+$713.65万
2026Q1 卖出最多 按季末市值估算
WFC 清仓-$1.84亿
MRNA 减仓-$170.51万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -1,978,840 | -100.0% | -$1.84亿 | 清仓 |
| — | SIFY TECHNOLOGIES LTD | $1,635.44万 | 1.09% | 1,278,683 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $7,934.85万 | 5.29% | 1,145,000 | 1,145,000 | — | $7,934.85万 | 新建仓 |
| EFX | EQUIFAX INC | $9,743.37万 | 6.49% | 541,088 | 35,000 | 6.9% | $630.24万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $9,848.79万 | 6.56% | 966,041 | 70,000 | 7.8% | $713.65万 | 加仓 |
| AMZN | AMAZON COM INC | $1.53亿 | 10.21% | 735,979 | 52,000 | 7.6% | $1,083.00万 | 加仓 |
| TRU | TRANSUNION | $1.60亿 | 10.68% | 2,316,882 | 86,000 | 3.9% | $595.03万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.29亿 | 15.25% | 3,183,250 | 1,206,000 | 61.0% | $8,674.76万 | 加仓 |
| META | META PLATFORMS INC | $2.58亿 | 17.19% | 451,075 | 20,000 | 4.6% | $1,144.26万 | 加仓 |
| MRNA | MODERNA INC | $4.09亿 | 27.24% | 8,048,245 | -33,565 | -0.4% | -$170.51万 | 减仓 |