Triple Frond Partners
Tier 2 · solid recordConcentrated
Breadth-test add 2026-06-08 (survivorship-flagged).
Positions
12
as of Q1 2026
Top-5 concentration
64%
of equity portfolio
Latest filing
Q1 2026
13F report date
Reported holdings long US equity, by weight
| Ticker | Sector | Weight | Value | Change |
|---|---|---|---|---|
| — ASML HOLDING N V | — | 16.3% | $157M | ADD |
| MSFT MICROSOFT CORP | Information Technology | 13.6% | $130M | HOLD |
| TDG TRANSDIGM GROUP INC | Consumer Discretionary | 12.8% | $123M | ADD |
| GOOG ALPHABET INC | Information Technology | 10.5% | $101M | HOLD |
| AMZN AMAZON.COM INC | Consumer Discretionary | 10.4% | $100M | HOLD |
| MA MASTERCARD INC | Industrials | 9.1% | $88M | NEW |
| META META PLATFORMS INC | Information Technology | 7.0% | $67M | ADD |
| TRU TRANSUNION COM | Industrials | 5.9% | $57M | ADD |
| ILMN ILLUMINA INC COM | Health Care | 3.9% | $38M | TRIM |
| LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 3.7% | $36M | TRIM |
| CHTR CHARTER COMMUNICATIONS INC N | Communication Services | 3.4% | $33M | HOLD |
| CCC CCC INTELLIGENT SOLUTION HOLDINGS INC | Information Technology | 3.4% | $32M | ADD |
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.