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 2026-05-26 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 21.20% | - | 403,043 | $121.03M | $300.30 | |
| 2 | META | META PLATFORMS INC | 12.03% | Add +43.6% | 110,200 | $68.64M | $622.90 | |
| 3 | AMZN | AMAZON.COM INC | 10.81% | - | 487,191 | $61.72M | $126.69 | |
| 4 | GOOG | ALPHABET INC | 10.19% | - | 648,905 | $58.15M | $89.61 | |
| 5 | ASML | ASML HOLDING N V | 9.66% | - | 79,300 | $55.15M | $695.50 | |
| 6 | LRCX | LAM RESEARCH CORP | 9.39% | - | 706,615 | $53.58M | $75.83 | |
| 7 | TDG | TRANSDIGM GROUP INC | 8.98% | Reduce -19.9% | 73,794 | $51.27M | $694.79 | |
| 8 | CHTR | CHARTER COMMUNICATIONS INC N | 7.71% | - | 160,480 | $43.99M | $274.13 | |
| 9 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | 5.24% | Add +30.7% | 3,156,000 | $29.93M | No quote | No quote |
| 10 | MCO | MOODYS CORP | 4.78% | - | 81,627 | $27.3M | $334.42 |