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 2026-06-06 from SEC 13F data.
Live quotes available for 10 of 11 rows. Rows without a quote are marked unavailable.
| 1 | CHTR | CHARTER COMMUNICATIONS INC N | 18.40% | Add +4.3% | 398,045 | $154.71M | $388.68 | |
| 2 | TDG | TRANSDIGM GROUP INC | 14.44% | Reduce -7.0% | 119,982 | $121.37M | $1011.60 | |
| 3 | GOOG | ALPHABET INC | 12.02% | Reduce -12.9% | 716,700 | $101.01M | $140.93 | |
| 4 | V | VISA INC | 11.35% | Reduce -8.2% | 366,637 | $95.45M | $260.35 | |
| 5 | MSFT | MICROSOFT CORP | 10.23% | Reduce -9.7% | 228,654 | $85.98M | $376.04 | |
| 6 | AMZN | AMAZON.COM INC | 9.79% | Reduce -24.7% | 541,901 | $82.34M | $151.94 | |
| 7 | MCO | MOODYS CORP | 8.12% | Add +41.3% | 174,753 | $68.25M | $390.56 | |
| 8 | LRCX | LAM RESEARCH CORP | 5.78% | - | 62,060 | $48.61M | $783.26 | |
| 9 | VRSN | VERISIGN INC | 5.72% | Add +50.9% | 233,415 | $48.07M | $205.96 | |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY | 4.15% | New | 440,844 | $34.85M | $79.06 | |
| 11 | KKR | KKR & CO INC | - | Sold | 0 | $0 | No quote | No quote |