Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 12 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $962,895,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Mar 2026, the top 5 holdings 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%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $962M+
Period: 2026 Q1
Number of stock: 12
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
10.53%
353,459
$286.86
23.99% $355.68
$101,393,000
AMZN
AMAZONCOM INC
10.35%
478,534
$208.27
20.05% $250.02
$99,664,000
ASML
ASML HOLDING NV-NY REG SHS
16.31%
118,917
$1,320.83
-
$157,069,000
+11.37% (+12,139)
+1.67%
CCCS
CCC INTELLIGENT SOLUTIONS HO
3.37%
5,413,036
$6.00
-
$32,478,000
+12.65% (+608,000)
+0.38%
CHTR
CHARTER COMMUNICATIONS INC-A
3.45%
153,725
$215.88
40.24% $129.01
$33,186,000
ILMN
ILLUMINA INC
3.92%
306,460
$123.26
38.68% $170.93
$37,774,000
-18.09% (-67,700)
-0.87%
LYV
LIVE NATION ENTERTAINMENT IN
3.72%
234,765
$152.51
7.70% $164.25
$35,804,000
-8.24% (-21,093)
-0.33%
MA
MASTERCARD INC - A
9.11%
175,472
$499.66
5.63% $471.55
$87,676,000
buy
+9.11%
META
META PLATFORMS INC-CLASS A
6.99%
117,628
$572.13
8.89% $622.98
$67,299,000
+20.80% (+20,252)
+1.20%
MSFT
MICROSOFT CORP
13.55%
352,504
$370.17
15.44% $427.34
$130,486,000
TDG
TRANSDIGM GROUP INC
12.82%
106,544
$1,158.96
4.54% $1,211.57
$123,480,000
+2.55% (+2,650)
+0.32%
TRU
TRANSUNION
5.88%
817,828
$69.19
0.29% $69.39
$56,586,000
+48.38% (+266,675)
+1.92%
12 of 12

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
LRCX
LAM RESEARCH CORP
295,377
-5.25%

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.