Theleme Partners LLP Portfolio Holdings by Sector

Theleme Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Diversified \| Financial Services BAC WFC 2 stocks	$450,498 30.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX TRU 2 stocks	$318,973 21.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRNA 1 stocks	$303,819 20.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$186,481 12.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical SKX 1 stocks	$104,558 7.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$75,626 5.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB 1 stocks	$31,981 2.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONY 1 stocks	$19,573 1.31% of portfolio	1	-	-	-	0 Calls 0 Puts

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