Triple Frond Partners portfolio: Q2 2026 13F
Every US-listed position Triple Frond Partners reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 13, 2026. 13 positions at the quarter end, after opening 2 and exiting 1 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| ASML | ASML Holding NV | 21.11% | $236.58M | 118,917 | Unchanged |
| TDG | TransDigm Group Inc | 12.67% | $141.92M | 106,544 | Unchanged |
| MSFT | Microsoft Corp | 11.74% | $131.49M | 352,504 | Unchanged |
| AMZN | Amazon.com Inc | 9.20% | $103.06M | 432,420 | Trimmed |
| GOOG | Alphabet Inc. | 9.19% | $103.01M | 291,544 | Trimmed |
| MA | Mastercard Inc | 8.04% | $90.12M | 175,472 | Unchanged |
| META | Meta Platforms, Inc. | 5.91% | $66.26M | 117,628 | Unchanged |
| TRU | TransUnion | 5.27% | $59.00M | 817,828 | Unchanged |
| DASH | DoorDash, Inc. | 4.94% | $55.40M | 300,246 | New |
| SPGI | S&P Global Inc. | 4.24% | $47.53M | 116,700 | New |
| LYV | Live Nation Entertainment, Inc. | 3.24% | $36.30M | 198,262 | Trimmed |
| CCC | CCC Intelligent Solutions Holdings Inc. | 2.49% | $27.93M | 5,413,036 | Unchanged |
| CHTR | Charter Communications, Inc. | 1.95% | $21.86M | 153,725 | Unchanged |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | AMZN | Amazon.com Inc | -46,114 | $103.06M |
| Trimmed | GOOG | Alphabet Inc. | -61,915 | $103.01M |
| New | DASH | DoorDash, Inc. | +300,246 | $55.40M |
| New | SPGI | S&P Global Inc. | +116,700 | $47.53M |
| Trimmed | LYV | Live Nation Entertainment, Inc. | -36,503 | $36.30M |
| Sold | ILMN | Illumina, Inc. | -306,460 | - |
About these holdings
The 13F on record for Triple Frond Partners (Triple Frond Partners LLC), filed on Aug 13, 2026, reports 13 positions as of Jun 30, 2026. The largest is ASML Holding NV (ASML) at 21.1% of the reported portfolio, followed by TransDigm Group Inc (TDG, 12.7%) and Microsoft Corp (MSFT, 11.7%). The ten largest make up 92.3% of it. Against the previous quarter, it opened 2 new positions, trimmed 3 and sold out of 1. The largest new position is DoorDash, Inc. (DASH), at 4.9% of the portfolio. The position it sold out of is Illumina, Inc. (ILMN).
ASML Holding NV (ASML), the largest position, is also held by 11 other investors tracked here. Of those, Pat Dorsey, Valley Forge Capital, Stephen Mandel and David Tepper hold the most of it as a share of their own portfolios. It is also the largest position of Pat Dorsey.
Other investors
Alex RoepersBruce BerkowitzCarl IcahnBill AckmanChris HohnDavid RolfeDavid AbramsChuck Akre