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 11 of 13 rows. Rows without a quote are marked unavailable.
| 1 | ASML | ASML HOLDING N V | 16.31% | Add +11.4% | 118,917 | $157.07M | $1320.83 | |
| 2 | MSFT | MICROSOFT CORP | 13.55% | - | 352,504 | $130.49M | $370.17 | |
| 3 | TDG | TRANSDIGM GROUP INC | 12.82% | Add +2.5% | 106,544 | $123.48M | $1158.96 | |
| 4 | GOOG | ALPHABET INC | 10.53% | - | 353,459 | $101.39M | $286.86 | |
| 5 | AMZN | AMAZON.COM INC | 10.35% | - | 478,534 | $99.66M | $208.27 | |
| 6 | MA | MASTERCARD INC | 9.11% | New | 175,472 | $87.68M | $499.66 | |
| 7 | META | META PLATFORMS INC | 6.99% | Add +20.8% | 117,628 | $67.3M | $572.13 | |
| 8 | TRU | TRANSUNION COM | 5.88% | Add +48.4% | 817,828 | $56.59M | $69.19 | |
| 9 | ILMN | ILLUMINA INC COM | 3.92% | Reduce -18.1% | 306,460 | $37.77M | $123.26 | |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | 3.72% | Reduce -8.2% | 234,765 | $35.8M | $152.51 | |
| 11 | CHTR | CHARTER COMMUNICATIONS INC N | 3.45% | - | 153,725 | $33.19M | $215.88 | |
| 12 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3.37% | Add +12.7% | 5,413,036 | $32.48M | No quote | No quote |
| 13 | LRCX | LAM RESEARCH CORP | - | Sold | 0 | $0 | No quote | No quote |