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.
Get email alerts when Triple Frond Partners files a new 13F — sign in or create a free account.
Updated 2026-05-10 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 | 21.30% | - | 381,748 | $167.9M | $439.82 | |
| 2 | TDG | TRANSDIGM GROUP INC | 13.80% | - | 129,000 | $108.76M | $843.13 | |
| 3 | GOOG | ALPHABET INC | 13.76% | - | 822,900 | $108.5M | $131.85 | |
| 4 | V | VISA INC | 11.66% | - | 399,482 | $91.89M | $230.01 | |
| 5 | AMZN | AMAZON.COM INC | 11.61% | - | 719,936 | $91.52M | $127.12 | |
| 6 | MSFT | MICROSOFT CORP | 10.15% | - | 253,304 | $79.98M | $315.75 | |
| 7 | MCO | MOODYS CORP | 4.96% | - | 123,644 | $39.09M | $316.17 | |
| 8 | LRCX | LAM RESEARCH CORP | 4.93% | - | 62,060 | $38.9M | $626.76 | |
| 9 | VRSN | VERISIGN INC | 3.97% | - | 154,694 | $31.33M | $202.53 | |
| 10 | KKR | KKR & CO INC | 3.86% | - | 493,692 | $30.41M | $61.60 |