Triple Frond Partners holds 353K shares of Microsoft Corp (MSFT) worth about $131.5M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 13, 2026. The position is 11.74% of the reported portfolio, the 3rd 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 MSFT?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 11.74% |
| Shares | 353K |
| Reported value | $131.5M |
| Rank in portfolio | 3rd of 13 |
| Largest holding | ASML at 21.11% |
| Top three holdings | 45.52% of the book |
| Change this quarter | unchanged |
How concentrated is Triple Frond Partners in MSFT?
MSFT at 11.74% is 1.5 times the average stock position in the Triple Frond Partners portfolio, which is 8%. The largest holding is ASML at 21.11%. The three largest stocks together are 45.52% of the reported book. A quarter earlier MSFT was 13.55% of the book.
Where does MSFT sit in the Triple Frond Partners portfolio?
MSFT ranks 3rd of 13 stock positions in the Triple Frond Partners portfolio at 11.74%, 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 MSFT?
Triple Frond Partners first reported MSFT in the quarter ended September 30, 2020. The weight peaked at 22.66% in 2025 Q2. The share count was unchanged the quarter before. Every reported trade is on the Triple Frond Partners MSFT trade history page.
Did other funds buy or sell MSFT in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 36 hold MSFT. Of those, 3 opened it this quarter. Another 4 sold out of it. The largest buyers of MSFT this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Eagle Capital Management, Polen Capital Management and Chris Hohn. Every tracked holder of MSFT is on the MSFT ownership page.
FAQ
What share of the Triple Frond Partners portfolio is MSFT?
MSFT is 11.74% of the Triple Frond Partners portfolio as of 2026 Q2, the 3rd largest of 13 stock positions.
What is the MSFT stake of Triple Frond Partners worth?
Triple Frond Partners holds 353K shares of MSFT, worth about $131.5M at June 30, 2026 prices, 11.74% 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 MSFT position in 2026 Q2?
Triple Frond Partners left the share count unchanged from the prior quarter.