Theleme Partners LLP
London X0 · SEC CIK 0001511881
$16.83亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 33.5%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EQIX 新建仓+$1.10亿
HDB 新建仓+$4,015.41万
AMZN 加仓+$2,073.56万
EFX 加仓+$525.76万
META 加仓+$471.76万
2026Q2 卖出最多 按季末市值估算
FLUT 清仓-$9,848.79万
HOOD 清仓-$7,934.85万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -966,041 | -100.0% | -$9,848.79万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -1,145,000 | -100.0% | -$7,934.85万 | 清仓 |
| — | SIFY TECHNOLOGIES LTD | $2,123.89万 | 1.26% | 1,278,683 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $4,015.41万 | 2.39% | 1,554,554 | 1,554,554 | — | $4,015.41万 | 新建仓 |
| EFX | EQUIFAX INC | $9,113.91万 | 5.41% | 574,213 | 33,125 | 6.1% | $525.76万 | 加仓 |
| EQIX | EQUINIX INC | $1.10亿 | 6.54% | 105,603 | 105,603 | — | $1.10亿 | 新建仓 |
| TRU | TRANSUNION | $1.71亿 | 10.15% | 2,369,757 | 52,875 | 2.3% | $381.44万 | 加仓 |
| AMZN | AMAZON COM INC | $1.96亿 | 11.65% | 822,979 | 87,000 | 11.8% | $2,073.56万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2.31亿 | 13.70% | 3,196,550 | 13,300 | 0.4% | $95.97万 | 加仓 |
| META | META PLATFORMS INC | $2.59亿 | 15.37% | 459,450 | 8,375 | 1.9% | $471.76万 | 加仓 |
| MRNA | MODERNA INC | $5.64亿 | 33.52% | 8,057,571 | 9,326 | 0.1% | $65.31万 | 加仓 |