Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

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 (MA) MASTERCARD INC - A (new buy), (TRU) TRANSUNION (added shares +48.38%), (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%), (META) META PLATFORMS INC-CLASS A (added shares +20.8%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +12.65%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (ASML) ASML HOLDING NV-NY REG SHS (16.31%), (MSFT) MICROSOFT CORP (13.55%), (TDG) TRANSDIGM GROUP INC (12.82%), (GOOG) ALPHABET INC-CL C (10.53%) and (AMZN) AMAZONCOM INC (10.35%).

In the latest report(s) the following changes have been made to the top investments: (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%) and (TDG) TRANSDIGM GROUP INC (added shares +2.55%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2026 Q1 (9 results)
MA
MASTERCARD INC - A
buy
+175,472
+9.11%
$499.66
5.63% $471.55
9.11%
TRU
TRANSUNION
+48.38%
+266,675
+1.92%
$69.19
0.29% $69.39
5.88%
META
META PLATFORMS INC-CLASS A
+20.80%
+20,252
+1.20%
$572.13
8.89% $622.98
6.99%
CCCS
CCC INTELLIGENT SOLUTIONS HO
+12.65%
+608,000
+0.38%
$6.00
-
3.37%
ASML
ASML HOLDING NV-NY REG SHS
+11.37%
+12,139
+1.67%
$1,320.83
-
16.31%
TDG
TRANSDIGM GROUP INC
+2.55%
+2,650
+0.32%
$1,158.96
4.54% $1,211.57
12.82%
LYV
LIVE NATION ENTERTAINMENT IN
-8.24%
-21,093
-0.33%
$152.51
7.70% $164.25
3.72%
ILMN
ILLUMINA INC
-18.09%
-67,700
-0.87%
$123.26
38.68% $170.93
3.92%
LRCX
LAM RESEARCH CORP
-100.00%
-295,377
-5.25%
$171.18
-
0.00%
2025 Q4 (12 results)
LYV
LIVE NATION ENTERTAINMENT IN
buy
+255,858
+3.79%
$142.50
15.26% $164.25
3.79%
TDG
TRANSDIGM GROUP INC
+82.39%
+46,930
+6.49%
$1,329.85
8.89% $1,211.57
14.36%
CCCS
CCC INTELLIGENT SOLUTIONS HO
+31.12%
+1,140,536
+0.94%
$7.95
-
3.97%
TRU
TRANSUNION
+28.04%
+120,683
+1.08%
$85.75
19.08% $69.39
4.91%
CHTR
CHARTER COMMUNICATIONS INC-A
-4.21%
-6,755
-0.15%
$208.75
38.20% $129.01
3.34%
META
META PLATFORMS INC-CLASS A
-4.21%
-4,279
-0.29%
$660.09
5.62% $622.98
6.68%
ILMN
ILLUMINA INC
-4.21%
-16,440
-0.22%
$131.16
30.32% $170.93
5.10%
ASML
ASML HOLDING NV-NY REG SHS
-4.21%
-4,692
-0.52%
$1,069.86
-
11.87%
MSFT
MICROSOFT CORP
-8.48%
-32,674
-1.64%
$483.62
11.64% $427.34
17.72%
AMZN
AMAZONCOM INC
-11.46%
-61,917
-1.49%
$230.82
8.32% $250.02
11.48%
LRCX
LAM RESEARCH CORP
-30.97%
-132,513
-2.36%
$171.18
-
0.00%
GOOG
ALPHABET INC-CL C
-35.84%
-197,415
-6.44%
$313.80
13.35% $355.68
11.53%
2025 Q3 (11 results)
ILMN
ILLUMINA INC
buy
+390,600
+4.04%
$94.97
79.98% $170.93
4.04%
TRU
TRANSUNION
buy
+430,470
+3.93%
$83.78
17.18% $69.39
3.93%
ASML
ASML HOLDING NV-NY REG SHS
+40.57%
+32,170
+3.39%
$968.09
-
11.76%
CCCS
CCC INTELLIGENT SOLUTIONS HO
+16.11%
+508,500
+0.50%
$9.11
-
3.64%
AMZN
AMAZONCOM INC
+10.93%
+53,260
+1.27%
$219.57
13.87% $250.02
12.93%
MSFT
MICROSOFT CORP
-4.43%
-17,865
-1.01%
$517.95
17.49% $427.34
21.73%
META
META PLATFORMS INC-CLASS A
-7.75%
-8,545
-0.68%
$734.38
15.17% $622.98
8.13%
GOOG
ALPHABET INC-CL C
-15.11%
-98,031
-2.60%
$243.55
46.04% $355.68
14.62%
TDG
TRANSDIGM GROUP INC
-22.81%
-16,830
-2.42%
$1,318.03
8.08% $1,211.57
8.18%
LRCX
LAM RESEARCH CORP
-39.45%
-278,725
-4.07%
$133.90
-
6.24%
MCO
MOODY'S CORP
-100.00%
-81,627
-4.46%
$501.59
10.61% $448.39
0.00%
2025 Q2 (3 results)
META
META PLATFORMS INC-CLASS A
+43.58%
+33,450
+2.79%
$738.09
15.60% $622.98
9.19%
CCCS
CCC INTELLIGENT SOLUTIONS HO
+30.68%
+741,000
+0.79%
$9.41
-
3.36%
TDG
TRANSDIGM GROUP INC
-19.91%
-18,350
-3.15%
$1,520.64
20.32% $1,211.57
12.69%
2025 Q1 (11 results)
META
META PLATFORMS INC-CLASS A
buy
+76,750
+5.98%
$576.36
8.09% $622.98
5.98%
ASML
ASML HOLDING NV-NY REG SHS
buy
+79,300
+7.10%
$662.64
-
7.10%
CCCS
CCC INTELLIGENT SOLUTIONS HO
buy
+2,415,000
+2.95%
$9.03
-
2.95%
MSFT
MICROSOFT CORP
+44.74%
+124,585
+6.32%
$375.39
13.84% $427.34
20.45%
LRCX
LAM RESEARCH CORP
+38.07%
+194,850
+1.91%
$72.70
-
6.94%
TDG
TRANSDIGM GROUP INC
+15.54%
+12,390
+2.32%
$1,383.29
12.41% $1,211.57
17.23%
AMZN
AMAZONCOM INC
-8.08%
-42,800
-1.10%
$190.26
31.41% $250.02
12.53%
GOOG
ALPHABET INC-CL C
-19.62%
-158,409
-3.34%
$156.23
127.67% $355.68
13.70%
MCO
MOODY'S CORP
-21.95%
-22,960
-1.45%
$465.69
3.72% $448.39
5.14%
V
VISA INC-CLASS A SHARES
-100.00%
-358,393
-15.31%
$316.04
1.15% $312.40
0.00%
CP
CANADIAN PACIFIC KANSAS CITY
-100.00%
-404,369
-3.95%
$72.37
-
0.00%
46 of 297

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.