Triple Frond Partners
Triple Frond Partners · SEC CIK 1454502
Concentrated, low-turnover, quality growth.
Q1 2026
Latest 13F
$962.89M
Filed US book
12
Positions
Largest holdings, as filed
Top 12 of 12 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| ASML HOLDING N V | $157.07M | 16.3% | |
| MICROSOFT CORP | MSFT | $130.49M | 13.6% |
| TRANSDIGM GROUP INC | TDG | $123.48M | 12.8% |
| ALPHABET INC | GOOG | $101.39M | 10.5% |
| AMAZON.COM INC | AMZN | $99.66M | 10.3% |
| MASTERCARD INC | MA | $87.68M | 9.1% |
| META PLATFORMS INC | META | $67.30M | 7.0% |
| TRANSUNION COM | TRU | $56.59M | 5.9% |
| ILLUMINA INC COM | ILMN | $37.77M | 3.9% |
| LIVE NATION ENTERTAINMENT IN | LYV | $35.80M | 3.7% |
| CHARTER COMMUNICATIONS INC N | CHTR | $33.19M | 3.5% |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | $32.48M | 3.4% |
Inside the app: the full book for Triple Frond Partners, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.