Triple Frond Partners LLC
Net buyer this quarter
$1.12B
13
+$9.5M
92.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ASML | $237M | 21.11% | 0.03% | Not reported | Q1 2025 |
 TDG | $142M | 12.67% | 0.19% | Not reported | Q1 2015 |
 MSFT | $131M | 11.74% | 0.00% | Not reported | Q3 2020 |
 AMZN | $103M | 9.20% | 0.00% | -9.6% | Q3 2021 |
 GOOG | $103M | 9.19% | Not reported | -17.5% | Q1 2020 |
 MA | $90.1M | 8.04% | 0.01% | Not reported | Q4 2016 |
 META | $66.3M | 5.91% | Not reported | Not reported | Q1 2021 |
 TRU | $59M | 5.27% | 0.43% | Not reported | Q3 2025 |
 DASH | $55.4M | 4.94% | Not reported | New | Q2 2026 |
 SPGI | $47.5M | 4.24% | 0.04% | Not reported | Q1 2020 |
 LYV | $36.3M | 3.24% | 0.08% | -15.6% | Q4 2025 |
 CCC | $27.9M | 2.49% | 0.92% | Not reported | Q1 2025 |
 CHTR | $21.9M | 1.95% | 0.06% | Not reported | Q4 2014 |
| Q1 2026 | |||||
| ASML | $157M | 16.31% | 0.03% | +11.4% | Q1 2025 |
| MSFT | $130M | 13.55% | 0.00% | Not reported | Q3 2020 |
| TDG | $123M | 12.82% | 0.19% | +2.6% | Q1 2015 |
| GOOG | $101M | 10.53% | Not reported | Not reported | Q1 2020 |
| AMZN | $99.7M | 10.35% | 0.00% | Not reported | Q3 2021 |
| MA | $87.7M | 9.11% | 0.01% | Not reported | Q4 2016 |
| META | $67.3M | 6.99% | Not reported | +20.8% | Q1 2021 |
| TRU | $56.6M | 5.88% | 0.42% | +48.4% | Q3 2025 |
 ILMN | $37.8M | 3.92% | 0.20% | -18.1% | Q3 2025 |
| LYV | $35.8M | 3.72% | 0.10% | -8.2% | Q4 2025 |
| CHTR | $33.2M | 3.45% | 0.06% | Not reported | Q4 2014 |
| CCC | $32.5M | 3.37% | 0.89% | +12.7% | Q1 2025 |
| Q4 2025 | |||||
| MSFT | $170M | 17.72% | 0.00% | -8.5% | Q3 2020 |
| TDG | $138M | 14.36% | 0.18% | +82.4% | Q1 2015 |
| ASML | $114M | 11.87% | 0.03% | -4.2% | Q1 2025 |
| GOOG | $111M | 11.53% | Not reported | -35.8% | Q1 2020 |
| AMZN | $110M | 11.48% | 0.00% | -11.5% | Q3 2021 |
| META | $64.3M | 6.68% | Not reported | -4.2% | Q1 2021 |
 LRCX | $50.6M | 5.26% | 0.02% | -31.0% | Q3 2022 |
| ILMN | $49.1M | 5.10% | 0.24% | -4.2% | Q3 2025 |
| TRU | $47.3M | 4.91% | 0.29% | +28.0% | Q3 2025 |
| CCC | $38.2M | 3.97% | 0.79% | +31.1% | Q1 2025 |
| LYV | $36.5M | 3.79% | 0.11% | New | Q4 2025 |
| CHTR | $32.1M | 3.34% | 0.06% | -4.2% | Q4 2014 |
| Q3 2025 | |||||
| MSFT | $200M | 21.73% | 0.01% | -4.4% | Q3 2020 |
| GOOG | $134M | 14.62% | Not reported | -15.1% | Q1 2020 |
| AMZN | $119M | 12.93% | 0.01% | +10.9% | Q3 2021 |
| ASML | $108M | 11.76% | 0.03% | +40.6% | Q1 2025 |
| TDG | $75.1M | 8.18% | 0.10% | -22.8% | Q1 2015 |
| META | $74.7M | 8.13% | Not reported | -7.8% | Q1 2021 |
| LRCX | $57.3M | 6.24% | 0.03% | -39.5% | Q3 2022 |
| CHTR | $44.1M | 4.81% | 0.06% | Not reported | Q4 2014 |
| ILMN | $37.1M | 4.04% | 0.25% | New | Q3 2025 |
| TRU | $36.1M | 3.93% | 0.22% | New | Q3 2025 |
| CCC | $33.4M | 3.64% | 0.57% | +16.1% | Q1 2025 |