Triple Frond Partners
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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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 10 of 10 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 19.92% | - | 381,748 | $136.52M | $357.61 | |
| 2 | TDG | TRANSDIGM GROUP INC | 13.87% | Reduce -11.8% | 129,000 | $95.08M | $737.05 | |
| 3 | V | VISA INC | 13.14% | Reduce -14.4% | 399,482 | $90.07M | $225.46 | |
| 4 | GOOG | ALPHABET INC | 12.49% | - | 822,900 | $85.58M | $104.00 | |
| 5 | AMZN | AMAZON.COM INC | 10.85% | Add +24.3% | 719,936 | $74.36M | $103.29 | |
| 6 | MSFT | MICROSOFT CORP | 10.65% | - | 253,304 | $73.03M | $288.30 | |
| 7 | MCO | MOODYS CORP | 5.52% | Reduce -21.7% | 123,644 | $37.84M | $306.02 | |
| 8 | VRSN | VERISIGN INC | 4.98% | Reduce -1.5% | 161,504 | $34.13M | $211.33 | |
| 9 | LRCX | LAM RESEARCH CORP | 4.80% | - | 62,060 | $32.9M | $530.12 | |
| 10 | KKR | KKR & CO INC | 3.78% | New | 493,692 | $25.93M | $52.52 |