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Triple Frond Partners
Triple Frond Partners
Concentrated quality growth
$963K
Portfolio Value
12
Holdings
Q1 '26
Period
2026-05-15
Filed
📈 Recent Activity
Changes from previous quarter
ASMLFINCREASED
16.3% of portfolio
+11% shares+4.4pp
TDGINCREASED
12.8% of portfolio
+3% shares-1.5pp
MANEW
9.1% of portfolio
New position
METAREDUCED
7.0% of portfolio
+21% shares+0.3pp
TRUINCREASED
5.9% of portfolio
+48% shares+1.0pp
ILMNREDUCED
3.9% of portfolio
-18% shares-1.2pp
LYVREDUCED
3.7% of portfolio
-8% shares-0.1pp
CCCINCREASED
3.4% of portfolio
+13% shares-0.6pp
LRCXSOLD
was 5.3%
Sold out position
Filing price: $0.17
Sold Out (1)
📊 Sector Breakdown
Portfolio allocation by sector
Technology 41.4%Unknown 29.5%Industrials 12.8%Financials 9.1%Communication Services 7.2%
💼 Holdings
🔍
12 of 12 positions · $963K
This quarter: 1 new position, increased 4, reduced 3, sold 1. Net buyer.
| # | Stock | % Portfolio▼ | Activity | Shares | Reported Price | Value | Current Price | +/- Reported | 52w Low | 52w High | SEC | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ASMLFASML HOLDING N V | 16.3% | Add 11.37% | 118917 | $1.32 | $157K | — | — | — | — | 📄 | |
| 2 | MSFTMICROSOFT CORP | 13.6% | Held | 352504 | $0.37 | $130K | — | — | — | — | 📄 | |
| 3 | TDGTRANSDIGM GROUP INC | 12.8% | Add 2.55% | 106544 | $1.16 | $123K | — | — | — | — | 📄 | |
| 4 | GOOGALPHABET INC | 10.5% | Held | 353459 | $0.29 | $101K | — | — | — | — | 📄 | |
| 5 | AMZNAMAZON.COM INC | 10.4% | Held | 478534 | $0.21 | $100K | — | — | — | — | 📄 | |
| 6 | MAMASTERCARD INC | 9.1% | Buy | 175472 | $0.50 | $88K | — | — | — | — | 📄 | |
| 7 | METAMETA PLATFORMS INC | 7.0% | Reduce 20.80% | 117628 | $0.57 | $67K | — | — | — | — | 📄 | |
| 8 | TRUTRANSUNION COM | 5.9% | Add 48.38% | 817828 | $0.07 | $57K | — | — | — | — | 📄 | |
| 9 | ILMNILLUMINA INC COM | 3.9% | Reduce 18.09% | 306460 | $0.12 | $38K | — | — | — | — | 📄 | |
| 10 | LYVLIVE NATION ENTERTAINMENT IN | 3.7% | Reduce 8.24% | 234765 | $0.15 | $36K | — | — | — | — | 📄 | |
| 11 | CHTRCharter Communications | 3.4% | Held | 153725 | $0.22 | $33K | — | — | — | — | 📄 | |
| 12 | CCCCCC INTELLIGENT SOLUTION HOLDINGS INC | 3.4% | Add 12.65% | 5413036 | $0.01 | $32K | — | — | — | — | 📄 |