Theleme Partners’s Flutter Entertainment FLUT Stock Holding History

Theleme Partners’s Portfolio FLUT Stock Details FLUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-966,041	Closed	-$98.5M	–	11
2026 Q1	$98.5M	Buy	966,041 +70,000	+8%	+$10.1M	6.56%	6
2025 Q4	$193M	Buy	896,041 +340,000	+61%	+$76.5M	12.54%	3
2025 Q3	$141M	Sell	556,041 -87,487	-14%	-$25.6M	9.03%	6
2025 Q2	$184M	Buy	643,528 +272,000	+73%	+$66.7M	11.18%	5
2025 Q1	$82.3M	Buy	+371,528	New	+$96.2M	6.47%	8

Other funds holding FLUT

PAMJ

Parvus Asset Management Jersey St. Helier, Jersey $1.55B AUM 64.25% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Theleme Partners's FLUT Position: Q2 2026 in Review

Theleme Partners sold out of Flutter Entertainment (FLUT) in Q2 2026, closing a stake of 966,041 shares — an estimated $98.5M sold.

Theleme Partners first reported a position in FLUT in Q1 2025 and held it in 5 quarters. The position peaked at $193M in Q4 2025. 404 funds tracked by Wall St. Rank hold FLUT as of Q2 2026.

Theleme Partners reported no remaining Flutter Entertainment position as of Q2 2026 after selling out during the quarter.
Theleme Partners sold 966,041 Flutter Entertainment shares in Q2 2026, an estimated $98.5M.
Theleme Partners first reported a position in Flutter Entertainment in Q1 2025 and held it in 5 quarters.
Theleme Partners's Flutter Entertainment position peaked at $193M in Q4 2025.
404 funds tracked by Wall St. Rank held Flutter Entertainment as of Q2 2026.

Based on Theleme Partners's 13F filing for Q2 2026, filed 13 Aug 2026.