Triple Frond Partners
Latest statistics and disclosures from Triple Frond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ASML, TDG, MSFT, AMZN, GOOG, and represent 63.91% of Triple Frond Partners's stock portfolio.
- Added to shares of these 2 stocks: DASH (+$55M), SPGI (+$48M).
- Started 2 new stock positions in SPGI, DASH.
- Reduced shares in these 4 stocks: ILMN (-$38M), GOOG (-$22M), AMZN (-$11M), LYV (-$6.7M).
- Sold out of its position in ILMN.
- Triple Frond Partners was a net buyer of stock by $26M.
- Triple Frond Partners has $1.1B in assets under management (AUM), dropping by 16.36%.
- Central Index Key (CIK): 0001454502
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Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 13 positions in its portfolio as reported in the June 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) | 21.1 | $237M | 119k | 1989.44 |
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| TransDigm Group Incorporated (TDG) | 12.7 | $142M | 107k | 1332.04 |
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| Microsoft Corporation (MSFT) | 11.7 | $132M | 353k | 373.02 |
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| Amazon (AMZN) | 9.2 | $103M | -9% | 432k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $103M | -17% | 292k | 353.33 |
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| Mastercard Cl A (MA) | 8.0 | $90M | 176k | 513.60 |
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| Meta Platforms Cl A (META) | 5.9 | $66M | 118k | 563.29 |
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| Transunion (TRU) | 5.3 | $59M | 818k | 72.14 |
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| Doordash Cl A (DASH) | 4.9 | $55M | NEW | 300k | 184.53 |
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| S&p Global (SPGI) | 4.2 | $48M | NEW | 117k | 407.26 |
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| Live Nation Entertainment (LYV) | 3.2 | $36M | -15% | 198k | 183.11 |
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| Ccc Intelligent Solutions Holdings (CCC) | 2.5 | $28M | 5.4M | 5.16 |
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| Charter Communications Inc N Cl A (CHTR) | 2.0 | $22M | 154k | 142.21 |
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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 Q2 filed Aug. 13, 2026
- 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