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 12 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | MICROSOFT CORP | 17.72% | Reduce -8.5% | 352,504 | $170.48M | $483.62 | |
| 2 | TDG | TRANSDIGM GROUP INC | 14.36% | Add +82.4% | 103,894 | $138.16M | $1329.85 | |
| 3 | ASML | ASML HOLDING N V | 11.87% | Reduce -4.2% | 106,778 | $114.24M | $1069.86 | |
| 4 | GOOG | ALPHABET INC | 11.53% | Reduce -35.8% | 353,459 | $110.92M | $313.80 | |
| 5 | AMZN | AMAZON.COM INC | 11.48% | Reduce -11.5% | 478,534 | $110.46M | $230.82 | |
| 6 | META | META PLATFORMS INC | 6.68% | Reduce -4.2% | 97,376 | $64.28M | $660.09 | |
| 7 | LRCX | LAM RESEARCH CORP | 5.26% | Reduce -31.0% | 295,377 | $50.56M | $171.18 | |
| 8 | ILMN | ILLUMINA INC COM | 5.10% | Reduce -4.2% | 374,160 | $49.08M | $131.16 | |
| 9 | TRU | TRANSUNION COM | 4.91% | Add +28.0% | 551,153 | $47.26M | $85.75 | |
| 10 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3.97% | Add +31.1% | 4,805,036 | $38.2M | No quote | No quote |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 3.79% | New | 255,858 | $36.46M | $142.50 | |
| 12 | CHTR | CHARTER COMMUNICATIONS INC N | 3.34% | Reduce -4.2% | 153,725 | $32.09M | $208.75 |