Triple Frond Partners LLC
Triple Frond Partners LLC reported 13 US-listed holdings worth $1.12 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: ASML Holding N.V. (21.1%), TransDigm Group Inc. (12.7%) and Microsoft Corp. (11.7%). Against the quarter before, it opened 2 positions, added to 0, trimmed 3 and sold out of 1.
Reported holdings$1.12B+16.4% on Q1 2026
Positions13+1 on Q1 2026
The largest ten92.3%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
OpenedHeldTrimmed
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 2Held 8Trimmed 3Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- DoorDash, Inc. DASH$55.4 million
- S&P Global Inc. SPGI$47.5 million
Trimmed 3
- Alphabet Inc. GOOG-61,915 shares · -18%
- Amazon.com Inc. AMZN-46,114 shares · -10%
- Live Nation Entertainment, Inc. LYV-36,503 shares · -16%
Sold out of 1
- Illumina, Inc. ILMN$37.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| ASML Holding N.V. ASML | 118,917 | $236.6 million | 21.11% | no change |
| TransDigm Group Inc. TDG | 106,544 | $141.9 million | 12.67% | no change |
| Microsoft Corp. MSFT | 352,504 | $131.5 million | 11.74% | no change |
| Amazon.com Inc. AMZN | 432,420 | $103.1 million | 9.20% | -46,114 |
| Alphabet Inc. GOOG | 291,544 | $103.0 million | 9.19% | -61,915 |
| Mastercard Inc. MA | 175,472 | $90.1 million | 8.04% | no change |
| Meta Platforms, Inc. META | 117,628 | $66.3 million | 5.91% | no change |
| TransUnion TRU | 817,828 | $59.0 million | 5.27% | no change |
| DoorDash, Inc. DASH | 300,246 | $55.4 million | 4.94% | new |
| S&P Global Inc. SPGI | 116,700 | $47.5 million | 4.24% | new |
| Live Nation Entertainment, Inc. LYV | 198,262 | $36.3 million | 3.24% | -36,503 |
| CCC Intelligent Solutions HL CCC | 5,413,036 | $27.9 million | 2.49% | no change |
| Charter Communications, Inc. CHTR | 153,725 | $21.9 million | 1.95% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.