Fund · CIK 1454502 · concentrated
Triple Frond Partners LLC
Jun 30, 2026Filed Aug 13, 2026 · SEC filing ↗
Reported value$1.1B +16%
Positions13
Opened · sold out2 · 1
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| ASMLAsml Holding Nv-Ny Reg ShsADR | 21.1% | $237M | 118,917 | Held |
| TDGTransdigm Group IncStock | 12.7% | $142M | 106,544 | Held |
| MSFTMicrosoft CorpCOM | 11.7% | $131M | 352,504 | Held |
| AMZNAmazon.Com IncCOM | 9.2% | $103M | 432,420 | Cut −10% |
| GOOGAlphabet Inc-Cl CCAP STK CL C | 9.2% | $103M | 291,544 | Cut −18% |
| MAMastercard Inc - ACL A | 8.0% | $90.1M | 175,472 | Held |
| METAMeta Platforms Inc-Class ACL A | 5.9% | $66.3M | 117,628 | Held |
| TRUTransunionStock | 5.3% | $59.0M | 817,828 | Held |
| DASHDoordash Inc - AStock | 4.9% | $55.4M | 300,246 | New |
| SPGIS&P Global IncStock | 4.2% | $47.5M | 116,700 | New |
| LYVLive Nation Entertainment inStock | 3.2% | $36.3M | 198,262 | Cut −16% |
| CCCCcc Intelligent Solutions HoStock | 2.5% | $27.9M | 5,413,036 | Held |
| CHTRCharter Communications Inc-AStock | 2.0% | $21.9M | 153,725 | Held |
Sold out
Held at Mar 31, 2026, gone at Jun 30, 2026| Stock | % of fund in Q1 2026 | Value in Q1 2026 |
|---|---|---|
| ILMNIllumina IncCOM | 3.9% | $37.8M |
This filing reported values in thousands of dollars; they are shown here in dollars.