Question 1

What stocks did Triple Frond Partners buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Triple Frond Partners added 2 new positions and increased 0 existing holdings, totaling $102.9M in buy activity. New positions alone account for $102.9M.

Question 2

What was Triple Frond Partners's biggest new buy?

Accepted Answer

Triple Frond Partners's largest new position in the Q2 '26 filing was DOORDASH INC (DASH) at $55.4M, representing 4.94% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio
DASH	DOORDASH INC	300246	$55.4M	4.94%
SPGI	S&P GLOBAL INC	116700	$47.5M	4.24%

Triple Frond Partners — Recent Buys

New positions (2)