← Top Holdings

TRUTransUnion

CUSIP: 89400J107

3

Guru Owners

$1.12B

Total Value Held

17.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	16189511	$1.12B	0.62%	$69.19	Q1 2026
Ray Dalio	Bridgewater Associates	63861	$4.4M	0.02%	$69.19	Q1 2026
Triple Frond Partners	Triple Frond Partners	817828	$57K	5.88%	$0.07	Q1 2026

$1.12B

0.62%

$4.4M

0.02%

Triple Frond Partners

$57K

5.88%

📊 Fundamentals

Market Cap$15.2B

P/E Ratio21.8x

Near market avg

Forward P/E14.1x

P/FCF20.3x

EPS (TTM)$3.61

Revenue (TTM)$4.7B

Profit Margin14.90%

Div Yield0.63%

Beta1.54

52-Week Range

$63.37

$99.39

Current: $78.78

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 21.8x trailing earnings → 14.1x forward · 14.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '263 owners · $1.12B

REDUCEDDodge & Cox$1.12B

REDUCEDRay Dalio$4.4M

INCREASEDTriple Frond Partners$57K

Q4 '254 owners · $850.6M

NEWDodge & Cox$844.0M

INCREASEDRay Dalio$6.4M

INCREASEDTom Gayner$172K

INCREASEDTriple Frond Partners$47K

SOLDJohn Armitage

Q3 '254 owners · $134.7M

NEWJohn Armitage$122.7M

NEWRay Dalio$3.4M

NEWTriple Frond Partners$36K

Q2 '251 owners · $8.9M

SOLDAndreas Halvorsen

Q1 '253 owners · $138.3M

REDUCEDAndreas Halvorsen$111.0M

INCREASEDRay Dalio$19.0M

Q4 '243 owners · $409.0M

INCREASEDAndreas Halvorsen$380.1M

REDUCEDRay Dalio$19.4M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

8%analyst est. 8.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

15.9%current: 15.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data