Triple Frond Partners returned to S&P Global Inc (SPGI) in 2026 Q2, according to the 13F-HR filed with the SEC on August 13, 2026: 117K shares worth about $47.5M at June 30, 2026, 4.24% of the portfolio. The fund had sold out of the name in 2020 Q4. SPGI enters the book as the 10th largest of 13 stock positions.
What did the 2026 Q2 filing report for SPGI?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Shares | 117K |
| Reported value | $47.5M |
| Portfolio weight | 4.24% |
| Rank in portfolio | 10th of 13 |
| Sold out in | 2020 Q4 |
| Out for | 5.5 years |
How big is the returning SPGI position?
Triple Frond Partners opened 2 stock positions in 2026 Q2; SPGI is the 2nd largest of them by weight. An average stock position in the Triple Frond Partners portfolio is 8% of the reported value, so the new name starts below the fund's typical size.
Where does SPGI sit in the Triple Frond Partners portfolio?
SPGI ranks 10th of 13 stock positions in the Triple Frond Partners portfolio at 4.24%, below the fund's average stock position of 8%. The SPGI purchase was the 2nd largest of the quarter's 6 position changes by percent change to portfolio. The largest stock position is ASML at 21.11%. Next come TDG at 12.67% and MSFT at 11.74%. The three largest stocks together are 45.52% of the book. 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.
When did Triple Frond Partners hold SPGI before?
Triple Frond Partners held SPGI before. The fund first reported the name in the quarter ended March 31, 2020, sold out in 2020 Q4 and is back after 5.5 years out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Triple Frond Partners SPGI trade history page.
Did other funds buy or sell SPGI in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 13 hold SPGI. Of those, 4 opened it this quarter. Another 2 sold out of it. The largest buyers of SPGI this quarter were Chris Hohn, Eagle Capital Management and Bill Ackman. The largest sellers were Dev Kantesaria, William Von Mueffling and Parnassus Endeavor Fund. Every tracked holder of SPGI is on the SPGI ownership page.
FAQ
How many SPGI shares does Triple Frond Partners hold?
Triple Frond Partners holds 117K shares of SPGI as of June 30, 2026, worth about $47.5M.
What is SPGI's weight in the Triple Frond Partners portfolio?
SPGI is 4.24% of the Triple Frond Partners portfolio and ranks 10th of 13 stocks by weight.
Has Triple Frond Partners owned SPGI before?
Yes. Triple Frond Partners held SPGI before. The fund first reported the name in the quarter ended March 31, 2020, sold out in 2020 Q4 and is back after 5.5 years out.
How many other tracked funds hold SPGI?
13 other tracked funds that had filed for 2026 Q2 hold SPGI. 4 of them opened it this quarter.