What Triple Frond Partners bought and sold in Q2 2026

In Q2 2026, Triple Frond Partners (Triple Frond Partners) opened 2 new positions — including DASH (4.9%), SPGI (4.2%), exited 1 (ILMN). The book stood at $1.12B across 13 positions, filed Aug 13, 2026.

2New0Added0Trimmed1Exited

Share𝕏 in

New positions (2)

Exited (1)

ILMNIllumina Incwas 3.9% of book

Triple Frond Partners's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Triple Frond Partners's full portfolio →The whole cohort in Q2 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.