What Triple Frond Partners Bought in Q2 2026
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$1.12B
Total Value
13
Holdings
2
New Buys
3
Reduced
In Q2 2026, Triple Frond Partners reported 13 long equity positions worth $1.12B in their Triple Frond Partners 13F filing, including 2 new positions (largest: DOORDASH INC at $55.4M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HOLDING N V | 118917 | $236.6M | 21.11% | — |
| 2 | TDG | TRANSDIGM GROUP INC | 106544 | $141.9M | 12.67% | — |
| 3 | MSFT | MICROSOFT CORP | 352504 | $131.5M | 11.74% | — |
| 4 | AMZN | AMAZON.COM INC | 432420 | $103.1M | 9.20% | -9.6% |
| 5 | GOOG | ALPHABET INC | 291544 | $103.0M | 9.19% | -17.5% |
| 6 | MA | MASTERCARD INC | 175472 | $90.1M | 8.04% | — |
| 7 | META | META PLATFORMS INC | 117628 | $66.3M | 5.91% | — |
| 8 | TRU | TRANSUNION COM | 817828 | $59.0M | 5.27% | — |
| 9 | DASH | DOORDASH INC | 300246 | $55.4M | 4.94% | NEW |
| 10 | SPGI | S&P GLOBAL INC | 116700 | $47.5M | 4.24% | NEW |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 198262 | $36.3M | 3.24% | -15.5% |
| 12 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 5413036 | $27.9M | 2.49% | — |
| 13 | CHTR | Charter Communications | 153725 | $21.9M | 1.95% | — |