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 10 of 12 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 21.73% | Reduce -4.4% | 385,178 | $199.5M | $517.95 | |
| 2 | GOOG | ALPHABET INC | 14.62% | Reduce -15.1% | 550,874 | $134.17M | $243.55 | |
| 3 | AMZN | AMAZON.COM INC | 12.93% | Add +10.9% | 540,451 | $118.67M | $219.57 | |
| 4 | ASML | ASML HOLDING N V | 11.76% | Add +40.6% | 111,470 | $107.91M | $968.09 | |
| 5 | TDG | TRANSDIGM GROUP INC | 8.18% | Reduce -22.8% | 56,964 | $75.08M | $1318.03 | |
| 6 | META | META PLATFORMS INC | 8.13% | Reduce -7.8% | 101,655 | $74.65M | $734.38 | |
| 7 | LRCX | LAM RESEARCH CORP | 6.24% | Reduce -39.5% | 427,890 | $57.29M | $133.90 | |
| 8 | CHTR | CHARTER COMMUNICATIONS INC N | 4.81% | - | 160,480 | $44.15M | $275.11 | |
| 9 | ILMN | ILLUMINA INC COM | 4.04% | New | 390,600 | $37.1M | $94.97 | |
| 10 | TRU | TRANSUNION COM | 3.93% | New | 430,470 | $36.07M | $83.78 | |
| 11 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3.64% | Add +16.1% | 3,664,500 | $33.38M | No quote | No quote |
| 12 | MCO | MOODYS CORP | - | Sold | 0 | $0 | No quote | No quote |