Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $962.90M≈ (+$720K≈)
- Previous value:
- $962.18M≈
- # of changes:
- 9
- New positions:
- 1
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks is Triple Frond Partners buying now?
In the recent quarter Triple Frond Partners has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (ASML) ASML Holding NV ADR (added shares +11.37%), (TDG) Transdigm Group Incorporated (added shares +2.55%), (MA) Mastercard Inc (new buy), (META) Meta Platforms Inc (added shares +20.80%) and (TRU) TransUnion (added shares +48.38%).
9 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Mastercard Inc
|
new
|
+175,472
|
175,472
|
+9.11%
|
$499.66
|
+14.76%($573.40)
|
9.11%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
TransUnion
|
+48.38%
|
+266,675
|
817,828
|
+1.92%
|
$69.19
|
+14.03%($78.90)
|
5.88%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Meta Platforms Inc
|
+20.80%
|
+20,252
|
117,628
|
+1.2%
|
$572.13
|
-4.01%($549.19)
|
6.99%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
+12.65%
|
+608,000
|
5,413,036
|
+0.38%
|
$6.00
|
+4.17%($6.25)
|
3.37%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
ASML Holding NV ADR
|
+11.37%
|
+12,139
|
118,917
|
+1.67%
|
$1,320.83
|
+25.34%($1,655.52)
|
16.31%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
Transdigm Group Incorporated
|
+2.55%
|
+2,650
|
106,544
|
+0.32%
|
$1,158.96
|
+8.76%($1,260.50)
|
12.82%
|
2015 Q1
|
≈ 11.25 years
|
|
|
|
Live Nation Entertainment Inc
|
-8.24%
|
-21,093
|
234,765
|
-0.33%
|
$152.51
|
+14.11%($174.04)
|
3.72%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
Illumina Inc
|
-18.09%
|
-67,700
|
306,460
|
-0.87%
|
$123.26
|
+63.13%($201.07)
|
3.92%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Lam Research Corp
|
-100%
|
-295,377
|
0
|
-5.26%
|
$171.18
|
+77.30%($303.51)
|
0.00%
|
2024 Q4
|
≈ 1.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.