Triple Frond Partners
Latest statistics and disclosures from Triple Frond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ASML, MSFT, TDG, GOOG, AMZN, and represent 63.57% of Triple Frond Partners's stock portfolio.
- Added to shares of these 6 stocks: MA (+$88M), TRU (+$19M), ASML (+$16M), META (+$12M), CCC, TDG.
- Started 1 new stock position in MA.
- Reduced shares in these 3 stocks: LRCX (-$51M), ILMN (-$8.3M), LYV.
- Sold out of its position in LRCX.
- Triple Frond Partners was a net buyer of stock by $78M.
- Triple Frond Partners has $963M in assets under management (AUM), dropping by 0.07%.
- Central Index Key (CIK): 0001454502
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Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 12 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Asml Holding N V Ny Reg Shs (ASML) | 16.3 | $157M | +11% | 119k | 1320.83 |
|
| Microsoft Corporation (MSFT) | 13.6 | $131M | 353k | 370.17 |
|
|
| TransDigm Group Incorporated (TDG) | 12.8 | $124M | +2% | 107k | 1158.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 10.5 | $101M | 354k | 286.86 |
|
|
| Amazon (AMZN) | 10.4 | $100M | 479k | 208.27 |
|
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| Mastercard Cl A (MA) | 9.1 | $88M | NEW | 176k | 499.66 |
|
| Meta Platforms Cl A (META) | 7.0 | $67M | +20% | 118k | 572.13 |
|
| Transunion (TRU) | 5.9 | $57M | +48% | 818k | 69.19 |
|
| Illumina (ILMN) | 3.9 | $38M | -18% | 307k | 123.26 |
|
| Live Nation Entertainment (LYV) | 3.7 | $36M | -8% | 235k | 152.51 |
|
| Charter Communications Inc N Cl A (CHTR) | 3.4 | $33M | 154k | 215.88 |
|
|
| Ccc Intelligent Solutions Holdings (CCC) | 3.4 | $33M | +12% | 5.4M | 6.00 |
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Past Filings by Triple Frond Partners
SEC 13F filings are viewable for Triple Frond Partners going back to 2010
- Triple Frond Partners 2026 Q1 filed May 15, 2026
- Triple Frond Partners 2025 Q4 filed Feb. 13, 2026
- Triple Frond Partners 2025 Q3 filed Nov. 14, 2025
- Triple Frond Partners 2025 Q2 restated filed Aug. 15, 2025
- Triple Frond Partners 2025 Q2 filed Aug. 13, 2025
- Triple Frond Partners 2025 Q1 filed May 14, 2025
- Triple Frond Partners 2024 Q4 filed Feb. 11, 2025
- Triple Frond Partners 2024 Q3 filed Nov. 13, 2024
- Triple Frond Partners 2024 Q2 filed Aug. 14, 2024
- Triple Frond Partners 2024 Q1 filed May 14, 2024
- Triple Frond Partners 2023 Q4 filed Feb. 14, 2024
- Triple Frond Partners 2023 Q3 filed Nov. 14, 2023
- Triple Frond Partners 2023 Q2 filed Aug. 8, 2023
- Triple Frond Partners 2023 Q1 filed May 12, 2023
- Triple Frond Partners 2022 Q4 filed Feb. 8, 2023
- Triple Frond Partners 2022 Q3 filed Nov. 10, 2022