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
2014 Q1 (5 results)
PGR
PROGRESSIVE CORP
+168.33%
+1,010,000
+11.39%
$24.22
698.76% $193.46
18.15%
73HK
RYANAIR HOLDINGS PLC-SP ADR
-65.54%
-448,380
-12.27%
$58.81
-
0.00%
CRH
CRH PLC-SPONSORED ADR
-100.00%
-563,456
-6.70%
$25.55
-
0.00%
TWC
TIME WARNER CABLE
-100.00%
-400,000
-25.23%
$135.50
-
0.00%
TRW
ZF TRW AUTOMOTIVE HOLDINGS C
-100.00%
-273,000
-9.45%
$74.39
-
0.00%
2013 Q4 (6 results)
TRW
ZF TRW AUTOMOTIVE HOLDINGS C
buy
+273,000
+6.77%
$74.39
-
0.00%
1498499D
HCC INSURANCE HOLDINGS INC
-14.28%
-111,600
-1.72%
$46.14
-
10.30%
VR
VALIDUS HOLDINGS LTD
-27.27%
-150,000
-2.01%
$40.29
-
5.37%
CCL
CARNIVAL CORP
-28.13%
-391,435
-5.24%
$40.17
32.36% $27.17
13.39%
RNR
RENAISSANCERE HOLDINGS LTD
-41.68%
-125,089
-4.06%
$97.34
188.27% $280.61
5.68%
TWC
TIME WARNER CABLE
-50.00%
-400,000
-18.06%
$135.50
-
0.00%
2013 Q3 (6 results)
VR
VALIDUS HOLDINGS LTD
buy
+550,000
+6.20%
$36.98
-
6.20%
1498499D
HCC INSURANCE HOLDINGS INC
-2.30%
-18,400
-0.25%
$43.82
-
10.44%
TWC
TIME WARNER CABLE
-12.15%
-110,635
-3.76%
$111.60
-
27.22%
SCHW
SCHWAB (CHARLES) CORP
-24.42%
-727,160
-4.69%
$21.14
309.60% $86.59
14.50%
RNR
RENAISSANCERE HOLDINGS LTD
-29.41%
-125,000
-3.45%
$90.53
209.96% $280.61
8.28%
PGR
PROGRESSIVE CORP
-40.00%
-400,000
-3.32%
$27.23
610.47% $193.46
4.98%
17 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.