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Theleme Partners’s TransUnion TRU Stock Holding History

Theleme Partners’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$160M Buy
2,316,882
+86,000
+4% +$6.58M 10.68% 4
2025
Q4 		$191M Hold
2,230,882
– – 12.45% 4
2025
Q3 		$187M Buy
2,230,882
+122,525
+6% +$11.1M 11.95% 4
2025
Q2 		$186M Buy
2,108,357
+293,000
+16% +$24.4M 11.28% 4
2025
Q1 		$151M Buy
1,815,357
+335,000
+23% +$30.6M 11.84% 4
2024
Q4 		$137M Sell
1,480,357
-725,000
-33% -$73.4M 9.2% 6
2024
Q3 		$231M Sell
2,205,357
-75,802
-3% -$6.83M 13.2% 3
2024
Q2 		$169M Buy
2,281,159
+896,000
+65% +$66.8M 8.12% 4
2024
Q1 		$111M Buy
+1,385,159
New +$102M 5.6% 6

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Theleme Partners's TRU Position: Q1 2026 in Review

Theleme Partners increased its TransUnion (TRU) stake by 3.9% in Q1 2026, buying an estimated $6.58M and bringing the position to 2,316,882 shares worth $160M. The position accounts for 10.68% of the portfolio, ranked #4.

Theleme Partners first reported a position in TRU in Q1 2024 and has held it in 9 quarters since. The position peaked at $231M in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Theleme Partners held 2,316,882 shares of TransUnion worth $160M as of Q1 2026.
  • Theleme Partners bought 86,000 TransUnion shares in Q1 2026, an estimated $6.58M.
  • TransUnion made up 10.68% of Theleme Partners's portfolio in Q1 2026, its #4 holding.
  • Theleme Partners first reported a position in TransUnion in Q1 2024 and has held it in 9 quarters since.
  • Theleme Partners's TransUnion position peaked at $231M in Q3 2024.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Theleme Partners's 13F filing for Q1 2026, filed 15 May 2026.