Triple Frond Partners
$1.1B 13F equity value
14 Holdings
Latest filing 2026-06-30
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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