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 2026-06-06 from SEC 13F data.
Live quotes available for 9 of 11 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 18.10% | Add +16.5% | 836,850 | $139.91M | $167.19 | |
| 2 | TDG | TRANSDIGM GROUP INC | 15.27% | Add +32.8% | 82,673 | $117.99M | $1427.13 | |
| 3 | AMZN | AMAZON.COM INC | 14.39% | Add +10.1% | 596,771 | $111.2M | $186.33 | |
| 4 | V | VISA INC | 14.34% | Add +83.7% | 402,969 | $110.8M | $274.95 | |
| 5 | MSFT | MICROSOFT CORP | 14.04% | Add +10.3% | 252,144 | $108.5M | $430.30 | |
| 6 | CHTR | CHARTER COMMUNICATIONS INC N | 11.35% | Reduce -56.9% | 270,740 | $87.74M | $324.08 | |
| 7 | MCO | MOODYS CORP | 6.66% | Reduce -28.1% | 108,387 | $51.44M | $474.60 | |
| 8 | CP | CANADIAN PACIFIC KANSAS CITY | 3.48% | - | 314,734 | $26.92M | $85.54 | |
| 9 | UNP | UNION PAC CORP | 2.38% | - | 74,500 | $18.36M | $246.48 | |
| 11 | MSCI | MSCI INC | - | Sold | 0 | $0 | No quote | No quote |
| 10 | LRCX | LAM RESEARCH CORP | - | Sold | 0 | $0 | No quote | No quote |