TFP
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Triple Frond Partners’s TransUnion TRU Stock Holding History

Triple Frond 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 		$56.6M Buy
817,828
+266,675
+48% +$20.4M 5.88% 8
2025
Q4 		$47.3M Buy
551,153
+120,683
+28% +$9.92M 4.91% 9
2025
Q3 		$36.1M Buy
+430,470
New +$39.1M 3.93% 10

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

Triple Frond Partners's TRU Position: Q1 2026 in Review

Triple Frond Partners increased its TransUnion (TRU) stake by 48% in Q1 2026, buying an estimated $20.4M and bringing the position to 817,828 shares worth $56.6M. The position accounts for 5.88% of the portfolio, ranked #8.

Triple Frond Partners first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Triple Frond Partners held 817,828 shares of TransUnion worth $56.6M as of Q1 2026.
  • Triple Frond Partners bought 266,675 TransUnion shares in Q1 2026, an estimated $20.4M.
  • TransUnion made up 5.88% of Triple Frond Partners's portfolio in Q1 2026, its #8 holding.
  • Triple Frond Partners first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

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