# Triple Frond Partners — Triple Frond Partners

Source: SEC EDGAR 13F filings (CIK 0001454502).
Page URL: https://superinvestorclub.com/manager/3230
Last updated: 2026-07-08T12:25:31.690Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Triple Frond Partners reported 12 long equity positions in their Triple Frond Partners 13F filing, with a total reported value of $962,895.

### About

Concentrated quality growth

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | ASMLF | ASML HOLDING N V | 118917 | $157,069 | 16.31% | +11.4% |
| 2 | MSFT | MICROSOFT CORP | 352504 | $130,486 | 13.55% | — |
| 3 | TDG | TRANSDIGM GROUP INC | 106544 | $123,480 | 12.82% | +2.6% |
| 4 | GOOG | ALPHABET INC | 353459 | $101,393 | 10.53% | — |
| 5 | AMZN | AMAZON.COM INC | 478534 | $99,664 | 10.35% | — |
| 6 | MA | MASTERCARD INC | 175472 | $87,676 | 9.11% | NEW |
| 7 | META | META PLATFORMS INC | 117628 | $67,299 | 6.99% | 20.8% |
| 8 | TRU | TRANSUNION COM | 817828 | $56,586 | 5.88% | +48.4% |
| 9 | ILMN | ILLUMINA INC COM | 306460 | $37,774 | 3.92% | -18.1% |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | 234765 | $35,804 | 3.72% | -8.2% |
| 11 | CHTR | Charter Communications | 153725 | $33,186 | 3.45% | — |
| 12 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 5413036 | $32,478 | 3.37% | +12.7% |

## New positions this quarter (1)

- MA (MASTERCARD INC): 175472 shares, $87,676

## Increased positions (4)

- ASMLF: 118917 shares (+11.4%), $157,069
- TDG: 106544 shares (+2.6%), $123,480
- TRU: 817828 shares (+48.4%), $56,586
- CCC: 5413036 shares (+12.7%), $32,478

## Reduced positions (3)

- META: 117628 shares (20.8%), $67,299
- ILMN: 306460 shares (-18.1%), $37,774
- LYV: 234765 shares (-8.2%), $35,804

## Sold positions (1)

- LRCX: previously held 295377 shares worth $50,563

## Filing history (7)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-15)
- 2025-03-31 (filed 2025-05-14)
- 2024-12-31 (filed 2025-02-11)
- 2024-09-30 (filed 2024-11-13)

## Citation

When citing, use: "Triple Frond Partners, Triple Frond Partners, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/3230)".