As of Q1 2026, this manager reported 12 long-equity positions worth $962.9M in aggregate.
As of Q1 2026, Triple Frond Partners's Triple Frond Partners held 12 long-equity positions with a reported value of $962.9M.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| TRU | TRANSUNION COM | Add +48.4% | 5.88% | 817,828 | $56.59M | $69.19 | $65.23 - $89.12(17%)$83.33 -> $69.19 |
| META | META PLATFORMS INC | Add +20.8% | 6.99% | 117,628 | $67.3M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| ILMN | ILLUMINA INC COM | Reduce -18.1% | 3.92% | 306,460 | $37.77M | $123.26 | $112.65 - $155.53(25%)$134.35 -> $123.26 |
| CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | Add +12.7% | 3.37% | 5,413,036 | $32.48M | — | - |
| ASML | ASML HOLDING N V | Add +11.4% | 16.31% | 118,917 | $157.07M | $1320.83 | $1133.48 - $1547.22(45%)$1163.78 -> $1320.83 |
| MA | MASTERCARD INC | New | 9.11% | 175,472 | $87.68M | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| LYV | LIVE NATION ENTERTAINMENT IN | Reduce -8.2% | 3.72% | 234,765 | $35.8M | $152.51 | $136.42 - $168.54(50%)$145.31 -> $152.51 |
| TDG | TRANSDIGM GROUP INC | Add +2.5% | 12.82% | 106,544 | $123.48M | $1158.96 | $1126.70 - $1463.03(10%)$1358.55 -> $1158.96 |
| LRCX | LAM RESEARCH CORP | Sold | — | 0 | $0 | — | - |