# EDGAR Filing Document

**Accession Number:** 0001511881
**File Stem:** 0000919574-25-005446
**Filing Date:** 2025-9
**Character Count:** 6372
**Document Hash:** f590ff967a696b324d3df24f357a6083
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000919574-25-005446.hdr.sgml**: 20250902

**ACCESSION NUMBER**: 0000919574-25-005446

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250902

**EFFECTIVENESS DATE**: 20250902

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Theleme Partners LLP
- **CENTRAL INDEX KEY:** 0001511881

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** X0

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14308
- **FILM NUMBER:** 251283451

**BUSINESS ADDRESS:**
- **STREET 1:** 65 CURZON STREET
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** W1J 8PE
- **BUSINESS PHONE:** 353 607-1800

**MAIL ADDRESS:**
- **STREET 1:** 65 CURZON STREET
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** W1J 8PE

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001511881

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Theleme Partners LLP

**Address:** 65 CURZON STREET, LONDON, X0 W1J 8PE

**Telephone number:** 44-020-7150-1400

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-14308

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER              | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                       | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Bank of America Corporation | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding "Say on Pay" resolution)                                                                | SECTION 14A SAY-ON-PAY VOTES |        5084300 |                0 | Against     |                                  5084300 | AGAINST                     |  |
| Wells Fargo  Company        | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        2443000 |                0 | For         |                                  2443000 | FOR                         |  |
| Moderna, Inc.               | 60770K107 | 04/30/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                        | SECTION 14A SAY-ON-PAY VOTES |        7225213 |                0 | For         |                                  7225213 | FOR                         |  |
| Uber Technologies, Inc.     | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1419750 |                0 | For         |                                  1419750 | FOR                         |  |
| TransUnion                  | 89400J107 | 05/07/2025     | To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers.                                                | SECTION 14A SAY-ON-PAY VOTES |        1480357 |                0 | For         |                                  1480357 | FOR                         |  |
| Equifax Inc.                | 294429105 | 05/08/2025     | Advisory vote to approve named executive officer compensation ("say-on-pay").                                                                          | SECTION 14A SAY-ON-PAY VOTES |         713088 |                0 | For         |                                   713088 | FOR                         |  |
| Amazon.com, Inc.            | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         850000 |                0 | Against     |                                   850000 | AGAINST                     |  |
| StandardAero, Inc.          | 85423L103 | 06/12/2025     | Approval, on an advisory (non binding) basis, of the frequency of future advisory votes on the compensation of the Company's named executive officers. | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | One Year    |                                    20000 | FOR                         |  |
| StandardAero, Inc.          | 85423L103 | 06/12/2025     | Approval, on an advisory (non binding) basis, of the compensation of the Company's named executive officers.                                           | SECTION 14A SAY-ON-PAY VOTES |          20000 |                0 | For         |                                    20000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Theleme Partners LLP

**By (Signature):** Lucy Elwes

**By (Printed Signature):** Lucy Elwes

**By (Title):** Chief Compliance Officer

**Date:** 09/02/2025