Triple Frond Partners as of June 30, 2026
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 | |
| TransDigm Group Incorporated (TDG) | 12.7 | $142M | 107k | 1332.04 | |
| Microsoft Corporation (MSFT) | 11.7 | $132M | 353k | 373.02 | |
| Amazon (AMZN) | 9.2 | $103M | 432k | 238.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.2 | $103M | 292k | 353.33 | |
| Mastercard Cl A (MA) | 8.0 | $90M | 176k | 513.60 | |
| Meta Platforms Cl A (META) | 5.9 | $66M | 118k | 563.29 | |
| Transunion (TRU) | 5.3 | $59M | 818k | 72.14 | |
| Doordash Cl A (DASH) | 4.9 | $55M | 300k | 184.53 | |
| S&p Global (SPGI) | 4.2 | $48M | 117k | 407.26 | |
| Live Nation Entertainment (LYV) | 3.2 | $36M | 198k | 183.11 | |
| Ccc Intelligent Solutions Holdings (CCC) | 2.5 | $28M | 5.4M | 5.16 | |
| Charter Communications Inc N Cl A (CHTR) | 2.0 | $22M | 154k | 142.21 |
