Based in London, Theleme Partners is managed by Patrick Degorce and lost its No. 2, Snehal Amin, in the spring of 2013 to his own start-up venture. Theleme Partners has over $1 billion in its 13F equity portfolio alone, and an estimated $2.2 billion in total assets under management.
| Fund Name: | Theleme Partners |
| Manager | Patrick Degorce |
| Portfolio Value | $496,807,000 |
| Change This QTR | 0.00% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | WFC | 4,050,800 | $128,451 | -5% | 25.85% | |
| 2.) | CME | 231,319 | $69,754 | -7% | 14.04% | |
| 3.) | TPX | 1,298,099 | $65,762 | 13.23% | ||
| 4.) | CCI | 1,178,900 | $50,162 | +40% | 10.09% | |
| 5.) | CYH | 1,156,000 | $46,228 | +34% | 9.3% | |
| 6.) | ORCL | 1,176,000 | $39,317 | -5% | 7.91% | |
| 7.) | UNP | 398,867 | $39,221 | -45% | 7.89% | |
| 8.) | MA | 120,875 | $30,427 | 6.12% | ||
| 9.) | ASIA | 1,269,500 | $27,485 | 5.53% | ||
| 10.) | KFT | 0 | $0 | 0% |
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