Triple Frond Partners as of March 31, 2026
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 | 119k | 1320.83 | |
| Microsoft Corporation (MSFT) | 13.6 | $131M | 353k | 370.17 | |
| TransDigm Group Incorporated (TDG) | 12.8 | $124M | 107k | 1158.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.5 | $101M | 354k | 286.86 | |
| Amazon (AMZN) | 10.4 | $100M | 479k | 208.27 | |
| Mastercard Cl A (MA) | 9.1 | $88M | 176k | 499.66 | |
| Meta Platforms Cl A (META) | 7.0 | $67M | 118k | 572.13 | |
| Transunion (TRU) | 5.9 | $57M | 818k | 69.19 | |
| Illumina (ILMN) | 3.9 | $38M | 307k | 123.26 | |
| Live Nation Entertainment (LYV) | 3.7 | $36M | 235k | 152.51 | |
| Charter Communications Inc N Cl A (CHTR) | 3.4 | $33M | 154k | 215.88 | |
| Ccc Intelligent Solutions Holdings (CCC) | 3.4 | $33M | 5.4M | 6.00 |
