Triple Frond Partners portfolio
Every US-listed position Triple Frond Partners LLC reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-13. 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 | - |
| TDG | TransDigm Group Inc | 12.67% | $141.92M | 106,544 | - |
| MSFT | Microsoft Corp | 11.74% | $131.49M | 352,504 | - |
| 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 | - |
| META | Meta Platforms, Inc. | 5.91% | $66.26M | 117,628 | - |
| TRU | TransUnion | 5.27% | $59.00M | 817,828 | - |
| 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 | - |
| CHTR | Charter Communications, Inc. | 1.95% | $21.86M | 153,725 | - |
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 | - |
Other investors
Alex RoepersBruce BerkowitzCarl IcahnDavid RolfeBill AckmanChuck AkreChris HohnAKO Capital