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Triple Frond Partners

Triple Frond Partners · 13F-HR for Q2 2026 (quarter ending 2026-06-30), filed 2026-08-13 13F data can be up to 45 days old · filing ↗
Quarter: Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Portfolio
$1.0B
▲ 61% over 8 quarters
Stocks
12
0 option positions not counted
Bought
+$102.9M
2 new · 0 added
Sold
−$55.4M
1 sold out · 2 cut
Largest holdings
% of portfolio · = Q1 2026nowchange, pts
ASMLAsml Holding N V 23.3% +5.0
TDGTransdigm Group Inc 13.9% −0.4
MSFTMicrosoft Corp 12.9% −2.2
AMZNAmazon.Com Inc 10.1% −1.4
MAMastercard Inc 8.9% −1.3
METAMeta Platforms Inc 6.5% −1.3
TRUTransunion Com 5.8% −0.8
DASHDoordash Inc 5.4% new
SPGIS&P Global Inc 4.7% new
LYVLive Nation Entertainment In 3.6% −0.6
What they did in Q2 2026 · dollars at the quarter-end price
SoldBought -$37.8MILMNOUT DASHNEW+$55.4M -$11.0MAMZN SPGINEW+$47.5M -$6.7MLYV
How the portfolio's mix changed · % of the money, last 8 quarters
0%50%100% ASML: 23.3% nowTDG: 13.9% nowMSFT: 12.9% nowAMZN: 10.1% nowMA: 8.9% nowMETA: 6.5% nowOther: 24.4% now ASML 23%TDG 14%MSFT 13%AMZN 10%MA 9%META 7%Other 24% Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026 0%50%100% ASML: 23.3% nowTDG: 13.9% nowMSFT: 12.9% nowAMZN: 10.1% nowMA: 8.9% nowMETA: 6.5% nowOther: 24.4% now ASML 23%TDG 14%MSFT 13%AMZN 10%MA 9%META 7%Other 24% Q4 2024Q2 2025Q4 2025Q2 2026

Every holding in Q2 2026

Stock% of portfolioSharesValuePriceActivity
ASML Asml Holding N V · NY REG SHS 23.25% 119K$236.6M1989.44
TDG Transdigm Group Inc 13.95% 107K$141.9M1332.04
MSFT Microsoft Corp 12.92% 353K$131.5M373.02
AMZN Amazon.com Inc 10.13% 432K$103.1M238.34 Reduced -9.6%
MA Mastercard Inc · CL A 8.86% 175K$90.1M513.60
META Meta Platforms Inc · CL A 6.51% 118K$66.3M563.29
TRU Transunion Com 5.80% 818K$59.0M72.14
DASH Doordash Inc · CL A 5.45% 300K$55.4M184.53 New
SPGI S&p Global Inc 4.67% 117K$47.5M407.26 New
LYV Live Nation Entertainment In 3.57% 198K$36.3M183.11 Reduced -15.6%
CCC Ccc Intelligent Solution Holdings Inc 2.75% 5.41M$27.9M5.16
CHTR Charter Communications Inc N · CL A 2.15% 154K$21.9M142.21

Sold out this quarter

StockShares the quarter before% of portfolio then
ILMN Illumina Inc Com 306K4.38%

From the information table of the 13F-HR (and any amendment for the same quarter), lines added up by CUSIP. Values are as reported by the manager. Changes compare share counts with the previous quarter on file; a share split between the two is detected and adjusted for.