Triple Frond Partners
Triple Frond Partners · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $1.12B
- Holdings
- 13
- Top 10
- 92.3%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
ASML HOLDING N V · NY REG SHS | 21.11% | $236.58M | 118.92K | Unchanged |
TRANSDIGM GROUP INC · COM | 12.67% | $141.92M | 106.54K | Unchanged |
MICROSOFT CORP · COM | 11.74% | $131.49M | 352.50K | Unchanged |
AMAZON.COM INC · COM | 9.20% | $103.06M | 432.42K | −9.64% |
ALPHABET INC · CAP STK CL C | 9.19% | $103.01M | 291.54K | −17.52% |
MASTERCARD INC · CL A | 8.04% | $90.12M | 175.47K | Unchanged |
META PLATFORMS INC · CL A | 5.91% | $66.26M | 117.63K | Unchanged |
TRANSUNION COM · COM | 5.27% | $59.00M | 817.83K | Unchanged |
DOORDASH INC · CL A | 4.94% | $55.40M | 300.25K | New |
S&P GLOBAL INC · COM | 4.24% | $47.53M | 116.70K | New |
LIVE NATION ENTERTAINMENT IN · COM | 3.24% | $36.30M | 198.26K | −15.55% |
CCC INTELLIGENT SOLUTION HOLDINGS INC · COM | 2.49% | $27.93M | 5.41M | Unchanged |
CHARTER COMMUNICATIONS INC N · CL A | 1.95% | $21.86M | 153.72K | Unchanged |