Triple Frond Partners
Long Only- Manager
- Triple Frond
- Quarter
- Q2 2026
- Filed
- 2026-08-13
- 13F value
- $1.12B
- Positions
- 13
- CIK
- 0001454502
Weights are % of 13F book — no reported capital figure for this filer.i
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ASML Holding N VASMLHISTORY | 21.11% | — | $236.6M | 118,917 | — | 0.03% | 13F |
| 2 | Transdigm Group IncTDGHISTORY | 12.67% | — | $141.9M | 106,544 | — | 0.19% | 13F |
| 3 | Microsoft CorpMSFTHISTORY | 11.74% | — | $131.5M | 352,504 | — | 0.00% | 13F |
| 4 | Amazon.com IncAMZNHISTORY | 9.20% | (9.6%) | $103.1M | 432,420 | (46,114) | 0.00% | 13F |
| 5 | Alphabet IncGOOGHISTORY | 9.19% | (17.5%) | $103.0M | 291,544 | (61,915) | 0.00% | 13F |
| 6 | Mastercard IncMAHISTORY | 8.04% | — | $90.1M | 175,472 | — | 0.14% | 13F |
| 7 | Meta Platforms IncMETAHISTORY | 5.91% | — | $66.3M | 117,628 | — | 0.00% | 13F |
| 8 | Transunion ComTRUHISTORY | 5.27% | — | $59.0M | 817,828 | — | — | 13F |
| 9 | Doordash IncDASHHISTORY | 4.94% | NEW | $55.4M | 300,246 | +300,246 | 0.07% | 13F |
| 10 | S&P Global IncSPGIHISTORY | 4.24% | NEW | $47.5M | 116,700 | +116,700 | — | 13F |
| 11 | Live Nation Entertainment InLYVHISTORY | 3.24% | (15.5%) | $36.3M | 198,262 | (36,503) | 0.08% | 13F |
| 12 | CCC Intelligent Solution Holdings IncCCCHISTORY | 2.49% | — | $27.9M | 5,413,036 | — | 0.92% | 13F |
| 13 | Charter Communications Inc NCHTRHISTORY | 1.95% | — | $21.9M | 153,725 | — | 0.06% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology