Triple Frond Partners LLC
CIK 1454502
13F filing for Q2 2026・No. 2,395
- Holdings
- US$1.12B
- Quarter change
- +US$157.58M
- Entries
- 13
- Net bought (estimate)
- +US$25.61M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 1
- Cut 3
- Added 0
- Corporate actions 0
- Unchanged 8
Largest holdings
13 stocks worth US$1.12B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ASMLASML HOLDING N VNY REG SHS | Unchanged | 118,917 | US$236.58M | 21.11% |
| TDGTRANSDIGM GROUP INCCOM | Unchanged | 106,544 | US$141.92M | 12.67% |
| MSFTMicrosoftCOM | Unchanged | 352,504 | US$131.49M | 11.74% |
| AMZNAmazonCOM | Cut | 432,420 | US$103.06M | 9.20% |
| GOOGALPHABET INCCAP STK CL C | Cut | 291,544 | US$103.01M | 9.19% |
| MAMASTERCARD INCCL A | Unchanged | 175,472 | US$90.12M | 8.04% |
| METAMetaCL A | Unchanged | 117,628 | US$66.26M | 5.91% |
| TRUTRANSUNION COMCOM | Unchanged | 817,828 | US$59M | 5.27% |
| DASHDOORDASH INCCL A | New | 300,246 | US$55.4M | 4.94% |
| SPGIS&P GLOBAL INCCOM | New | 116,700 | US$47.53M | 4.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.