Theleme Partners LLP: SIFY TECHNOLOGIES LTD (SIFY): Quarterly 13F Position History
As of Q1 2026, Theleme Partners LLP reported 1,278,683 shares of SIFY TECHNOLOGIES LTD (SIFY), worth $16.4M and representing 1.1% of its 13F equity book. The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 1,278,683Shares Held (Latest Filing)
- $16.4MReported Market Value (Latest Filing)
- 1.1%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$767.2KQuarter-over-Quarter Value Change
- 1,278,683Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,278,683 | 0 | — | $16.4M | 1.1% | $12.8 |
| Q4 2025 | 1,278,683 | +281,100 | +28.2% | $15.6M | 1.0% | $12.2 |
| Q3 2025 | 997,583 | — | — | $13.6M | 0.9% | $13.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Theleme Partners LLP first disclose a SIFY position in 13F-HR filings?
Theleme Partners LLP first reported SIFY TECHNOLOGIES LTD (SIFY) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Theleme Partners LLP's most recent quarter-over-quarter share-count change in SIFY?
Theleme Partners LLP held the same 1,278,683 shares of SIFY between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Theleme Partners LLP's cost basis in SIFY?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.