Triple Frond Partners holds 119K shares of ASML Holding NV ADR (ASML) worth about $236.6M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 13, 2026. The position is 21.11% of the reported portfolio, the largest of 13 stock positions. Triple Frond Partners left the share count unchanged from the prior quarter.
What did the 2026 Q2 filing report for ASML?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 21.11% |
| Shares | 119K |
| Reported value | $236.6M |
| Rank in portfolio | 1st of 13 |
| Next largest holding | TDG at 12.67% |
| Top three holdings | 45.52% of the book |
| Change this quarter | unchanged |
How concentrated is Triple Frond Partners in ASML?
ASML at 21.11% is 2.7 times the average stock position in the Triple Frond Partners portfolio, which is 8%. The next largest holding is TDG at 12.67%. The three largest stocks together are 45.52% of the reported book. A quarter earlier ASML was 16.31% of the book.
Where does ASML sit in the Triple Frond Partners portfolio?
ASML is the largest of 13 stock positions in the Triple Frond Partners portfolio at 21.11%, above the fund's average stock position of 8%. Across the 2026 Q2 portfolio, Triple Frond Partners reported 13 stock positions, with 2 opened and 1 closed. The total portfolio value is about $1.1B, up 16% from the prior quarter.
How long has Triple Frond Partners held ASML?
Triple Frond Partners first reported ASML in the quarter ended March 31, 2025. The current weight is the highest the fund has reported for the name. Last quarter the fund added to the position by 11%. Every reported trade is on the Triple Frond Partners ASML trade history page.
Did other funds buy or sell ASML in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 8 hold ASML. One other tracked fund sold out of it. The largest buyers of ASML this quarter were David Tepper and Daniel Loeb. The largest sellers were Stephen Mandel, Eagle Capital Management and Pat Dorsey. Every tracked holder of ASML is on the ASML ownership page.
FAQ
What share of the Triple Frond Partners portfolio is ASML?
ASML is 21.11% of the Triple Frond Partners portfolio as of 2026 Q2, the largest of 13 stock positions.
What is the ASML stake of Triple Frond Partners worth?
Triple Frond Partners holds 119K shares of ASML, worth about $236.6M at June 30, 2026 prices, 21.11% of the reported portfolio.
What are the largest holdings of Triple Frond Partners?
The largest stock positions of Triple Frond Partners as of 2026 Q2 are ASML (21.11%), TDG (12.67%) and MSFT (11.74%), together 45.52% of the book.
Did Triple Frond Partners change its ASML position in 2026 Q2?
Triple Frond Partners left the share count unchanged from the prior quarter.