Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 12
- 0 vs. Q4 2025
- Portfolio value
- $962.9M
- +$720.0K (+0.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ASMLASML Holding NV | ADR | 118,917 | $157.1M | 16.3% | +12,139+11.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 352,504 | $130.5M | 13.6% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 106,544 | $123.5M | 12.8% | +2,650+2.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 353,459 | $101.4M | 10.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 478,534 | $99.7M | 10.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 175,472 | $87.7M | 9.1% | +175,472 | New | History |
| METAMeta Platforms, Inc. | Stock | 117,628 | $67.3M | 7.0% | +20,252+20.8% | Added | History |
| TRUTransUnion | COM | 817,828 | $56.6M | 5.9% | +266,675+48.4% | Added | History |
| ILMNIllumina, Inc. | COM | 306,460 | $37.8M | 3.9% | −67,700−18.1% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 234,765 | $35.8M | 3.7% | −21,093−8.2% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 153,725 | $33.2M | 3.4% | 00.0% | Unchanged | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 5,413,036 | $32.5M | 3.4% | +608,000+12.7% | Added | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.