Portfolio (Quarterly) Guide ↗

Theleme Partners LLP

· CIK 0001511881

13F Portfolio $1.5B AUM 10 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 6 Added 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WFC	WELLS FARGO CO NEW	Financial Services	1,978,840	$184.4M	12.01%	SOLD

Sector Allocation

Healthcare 29.5%

Industrials 18.6%

Communication Services 18.6%

Technology 16.5%

Consumer Cyclical 11.1%

Financial Services 5.7%