What Triple Frond Partners bought and sold in Q2 2026
In Q2 2026, Triple Frond Partners (Triple Frond Partners) exited 12 (ASML, MSFT, TDG).
0New0Added0Trimmed12Exited
Exited (12)
- ASMLAsml Holding N Vwas 16.3% of book
- MSFTMicrosoft Corpwas 13.6% of book
- TDGTransdigm Group Incwas 12.8% of book
- GOOGAlphabet Inc-cl Cwas 10.5% of book
- AMZNAmazon.com Incwas 10.3% of book
- MAMastercard Inc - Awas 9.1% of book
- METAMeta Platforms Inc-class Awas 7.0% of book
- TRUTransunionwas 5.9% of book
- ILMNIllumina Incwas 3.9% of book
- LYVLive Nation Entertainment INwas 3.7% of book
- CHTRCharter Communications Inc-awas 3.4% of book
- CCCCcc Intelligent Solutions HOwas 3.4% of book
Triple Frond Partners's other filings
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.