Triple Frond Partners LLC
13F Reported Value
ⓘ$1.1B
Holdings
13
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Triple Frond Partners LLC disclosed 13 positions worth $1.1B in its Form 13F-HR for Q2 2026, led by $ASML (ASML HOLDING NV) at 21.1% of the equity portfolio, followed by $TDG and $MSFT. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $DASH and a full exit from $ILMN. The portfolio is most concentrated in Industrials (38.7% of disclosed assets). All figures are sourced directly from Triple Frond Partners LLC’s Form 13F-HR filing with the SEC under CIK 1454502.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$236.6M118,917 sh - 68.0#333
Quality
$141.9M106,544 sh - 79.8#31
Quality
$131.5M352,504 sh - 68.7
Quality
$103.1M432,420 sh - 78.2
Quality
$103.0M291,544 sh - 85.1
Quality
$90.1M175,472 sh - 79.6
Quality
$66.3M117,628 sh - 65.6
Quality
$59.0M817,828 sh - 71.0
Quality
$55.4M300,246 sh - 76.1
Quality
$47.5M116,700 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ASML HOLDING NV$ASML | — | $236.6M | 118,917 |
 TransDigm Group INC$TDG | 68.0#333 | $141.9M | 106,544 |
 MICROSOFT CORP$MSFT | 79.8#31 | $131.5M | 352,504 |
 AMAZON COM INC$AMZN | 68.7 | $103.1M | 432,420 |
 Alphabet Inc.$GOOGL | 78.2 | $103.0M | 291,544 |
 Mastercard Inc$MA | 85.1 | $90.1M | 175,472 |
 Meta Platforms, Inc.$META | 79.6 | $66.3M | 117,628 |
 TransUnion$TRU | 65.6 | $59.0M | 817,828 |
 DoorDash, Inc.$DASH | 71.0 | $55.4M | 300,246 |
 S&P Global Inc.$SPGI | 76.1 | $47.5M | 116,700 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Triple Frond Partners LLC's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Industrials
$433.9M
Technology
$328.7M
Financials
$196.6M
Consumer Discretionary
$103.1M
Communication Services
$58.2M
Full Holdings — Triple Frond Partners LLC (Q2 2026)
All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ASML | ASML HOLDING NV | $236.6M | 21.1% | +0% | — |
| 2 | $TDG | TransDigm Group INC | $141.9M | 12.7% | +0% | 68 |
| 3 | $MSFT | MICROSOFT CORP | $131.5M | 11.7% | +0% | 79.8 |
| 4 | $AMZN | AMAZON COM INC | $103.1M | 9.2% | -10% | 68.7 |
| 5 | $GOOGL | Alphabet Inc. | $103.0M | 9.2% | -18% | 78.2 |
| 6 | $MA | Mastercard Inc | $90.1M | 8.0% | +0% | 85.1 |
| 7 | $META | Meta Platforms, Inc. | $66.3M | 5.9% | +0% | 79.6 |
| 8 | $TRU | TransUnion | $59.0M | 5.3% | +0% | 65.6 |
| 9 | $DASH | DoorDash, Inc. | $55.4M | 4.9% | NEW | 71 |
| 10 | $SPGI | S&P Global Inc. | $47.5M | 4.2% | NEW | 76.1 |
| 11 |  $LYV | Live Nation Entertainment, Inc. | $36.3M | 3.2% | -16% | 52.9 |
| 12 |  $CCC | CCC Intelligent Solutions Holdings Inc. | $27.9M | 2.5% | +0% | 58.4 |
| 13 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $21.9M | 1.9% | +0% | 59 |
Exited Positions (1)
$ILMN ILLUMINA, INC.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Triple Frond Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Triple Frond Partners LLC (SEC CIK: 1454502), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Triple Frond Partners LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.