Triple Frond Partners
$1.1B 13F equity value
14 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Triple Frond Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ASML | ASML HOLDING N V | 118,917 | $237M | 21.1% |
| TDG | TRANSDIGM GROUP INC | 106,544 | $142M | 12.7% |
| MSFT | MICROSOFT CORP | 352,504 | $131M | 11.7% |
| AMZN | AMAZON.COM INC | 432,420 | $103M | 9.2% |
| GOOG | ALPHABET INC | 291,544 | $103M | 9.2% |
| MA | MASTERCARD INC | 175,472 | $90M | 8.0% |
| META | META PLATFORMS INC | 117,628 | $66M | 5.9% |
| TRU | TRANSUNION COM | 817,828 | $59M | 5.3% |
| DASH | DOORDASH INC | 300,246 | $55M | 4.9% |
| SPGI | S&P GLOBAL INC | 116,700 | $48M | 4.2% |
Track Triple Frond Partners's 13F portfolio: $1.1B in reported holdings, 14 positions. Top holdings and quarterly changes on SentiSense.
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