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Triple Frond Partners
Triple Frond Partners
Concentrated quality growth
$1.12B
Portfolio Value
13
Holdings
Q2 '26
Period
2026-08-13
Filed
📈 Recent Activity
Changes from previous quarter
📊 Sector Breakdown
Portfolio allocation by sector
Technology 62.1%Industrials 12.7%Financials 12.3%Unknown 7.8%Communication Services 5.2%
💼 Holdings
🔍
13 of 13 positions · $1.12B
This quarter: 2 new positions, reduced 3, sold 1. Net seller.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ASMLASML HOLDING N V | 21.1% | Held | 118917 | $1989.44 | $236.6M | — | — | — | — | 📄 | |
| 2 | TDGTRANSDIGM GROUP INC | 12.7% | Held | 106544 | $1332.04 | $141.9M | — | — | — | — | 📄 | |
| 3 | MSFTMICROSOFT CORP | 11.7% | Held | 352504 | $373.02 | $131.5M | — | — | — | — | 📄 | |
| 4 | AMZNAMAZON.COM INC | 9.2% | Reduce 9.64% | 432420 | $238.34 | $103.1M | — | — | — | — | 📄 | |
| 5 | GOOGALPHABET INC | 9.2% | Reduce 17.52% | 291544 | $353.33 | $103.0M | — | — | — | — | 📄 | |
| 6 | MAMASTERCARD INC | 8.0% | Held | 175472 | $513.60 | $90.1M | — | — | — | — | 📄 | |
| 7 | METAMETA PLATFORMS INC | 5.9% | Held | 117628 | $563.29 | $66.3M | — | — | — | — | 📄 | |
| 8 | TRUTRANSUNION COM | 5.3% | Held | 817828 | $72.14 | $59.0M | — | — | — | — | 📄 | |
| 9 | DASHDOORDASH INC | 4.9% | Buy | 300246 | $184.53 | $55.4M | — | — | — | — | 📄 | |
| 10 | SPGIS&P GLOBAL INC | 4.2% | Buy | 116700 | $407.26 | $47.5M | — | — | — | — | 📄 | |
| 11 | LYVLIVE NATION ENTERTAINMENT IN | 3.2% | Reduce 15.55% | 198262 | $183.11 | $36.3M | — | — | — | — | 📄 | |
| 12 | CCCCCC INTELLIGENT SOLUTION HOLDINGS INC | 2.5% | Held | 5413036 | $5.16 | $27.9M | — | — | — | — | 📄 | |
| 13 | CHTRCharter Communications | 2.0% | Held | 153725 | $142.21 | $21.9M | — | — | — | — | 📄 |