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← Triple Frond Partners

Triple Frond Partners's 2026Q1 portfolio

Triple Frond Partners (Triple Frond Partners) held 12 positions as of Mar 31, 2026, with the largest position at 16.3% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (12)

  1. 1ASMLAsml Holding N V
    % port
    16.3%
    +4.4pp vs prior Q
  2. 2MSFTMicrosoft Corp
    % port
    13.6%
    -4.2pp vs prior Q
  3. 3TDGTransdigm Group Inc
    % port
    12.8%
    -1.5pp vs prior Q
  4. 4GOOGAlphabet Inc-cl C
    % port
    10.5%
    -1.0pp vs prior Q
  5. 5AMZNAmazon.com Inc
    % port
    10.3%
    -1.1pp vs prior Q
  6. 6MAMastercard Inc - A
    % port
    9.1%
  7. 7METAMeta Platforms Inc-class A
    % port
    7.0%
    +0.3pp vs prior Q
  8. 8TRUTransunion
    % port
    5.9%
    +1.0pp vs prior Q
  9. 9ILMNIllumina Inc
    % port
    3.9%
    -1.2pp vs prior Q
  10. 10LYVLive Nation Entertainment IN
    % port
    3.7%
  11. 11CHTRCharter Communications Inc-a
    % port
    3.4%
    +0.1pp vs prior Q
  12. 12CCCCcc Intelligent Solutions HO
    % port
    3.4%
    -0.6pp vs prior Q

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.