Triple Frond Partners
Tier 2 · solid recordConcentrated
Breadth-test add 2026-06-08 (survivorship-flagged).
Positions
13
as of Q2 2026
Top-5 concentration
64%
of equity portfolio
Latest filing
Q2 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| — ASML HOLDING N V | — | 21.1% | $237M | HOLD |
| TDG TRANSDIGM GROUP INC | Consumer Discretionary | 12.7% | $142M | HOLD |
| MSFT MICROSOFT CORP | Information Technology | 11.7% | $131M | HOLD |
| AMZN AMAZON.COM INC | Consumer Discretionary | 9.2% | $103M | TRIM |
| GOOG ALPHABET INC | Information Technology | 9.2% | $103M | TRIM |
| MA MASTERCARD INC | Industrials | 8.0% | $90M | HOLD |
| META META PLATFORMS INC | Information Technology | 5.9% | $66M | HOLD |
| TRU TRANSUNION COM | Industrials | 5.3% | $59M | HOLD |
| DASH DOORDASH INC | Industrials | 4.9% | $55M | NEW |
| SPGI S&P GLOBAL INC | Industrials | 4.2% | $48M | NEW |
| LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 3.2% | $36M | TRIM |
| CCC CCC INTELLIGENT SOLUTION HOLDINGS INC | Information Technology | 2.5% | $28M | HOLD |
| CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 2.0% | $22M | HOLD |
Weights are share of the manager’s reported long US-equity portfolio (13F). Options, bonds, and non-US/private holdings aren’t reported here. “Change” vs the prior reported quarter.