What Triple Frond Partners Bought in Q1 2026
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$962.9M
Total Value
12
Holdings
1
New Buys
3
Reduced
In Q1 2026, Triple Frond Partners reported 12 long equity positions worth $962.9M in their Triple Frond Partners 13F filing, including 1 new positions (largest: MASTERCARD INC at $87.7M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HOLDING N V | 118917 | $157.1M | 16.31% | +11.4% |
| 2 | MSFT | MICROSOFT CORP | 352504 | $130.5M | 13.55% | — |
| 3 | TDG | TRANSDIGM GROUP INC | 106544 | $123.5M | 12.82% | +2.6% |
| 4 | GOOG | ALPHABET INC | 353459 | $101.4M | 10.53% | — |
| 5 | AMZN | AMAZON.COM INC | 478534 | $99.7M | 10.35% | — |
| 6 | MA | MASTERCARD INC | 175472 | $87.7M | 9.11% | NEW |
| 7 | META | META PLATFORMS INC | 117628 | $67.3M | 6.99% | 20.8% |
| 8 | TRU | TRANSUNION COM | 817828 | $56.6M | 5.88% | +48.4% |
| 9 | ILMN | ILLUMINA INC COM | 306460 | $37.8M | 3.92% | -18.1% |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | 234765 | $35.8M | 3.72% | -8.2% |
| 11 | CHTR | Charter Communications | 153725 | $33.2M | 3.45% | — |
| 12 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 5413036 | $32.5M | 3.37% | +12.7% |