Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 13
- +1 vs. Q1 2026
- Portfolio value
- $1.12B
- +$157.6M (+16.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ASMLASML Holding NV | ADR | 118,917 | $236.6M | 21.1% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 106,544 | $141.9M | 12.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 352,504 | $131.5M | 11.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 432,420 | $103.1M | 9.2% | −46,114−9.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 291,544 | $103.0M | 9.2% | −61,915−17.5% | Reduced | History |
| MAMastercard Inc | Stock | 175,472 | $90.1M | 8.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 117,628 | $66.3M | 5.9% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 817,828 | $59.0M | 5.3% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 300,246 | $55.4M | 4.9% | +300,246 | New | History |
| SPGIS&P Global Inc. | Stock | 116,700 | $47.5M | 4.2% | +116,700 | New | History |
| LYVLive Nation Entertainment, Inc. | COM | 198,262 | $36.3M | 3.2% | −36,503−15.5% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 5,413,036 | $27.9M | 2.5% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 153,725 | $21.9M | 2.0% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.