Triple Frond Partners LLC
13F Reported Value
ⓘ$962,895
Holdings
12
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Triple Frond Partners LLC disclosed 12 positions worth $962,895 in its Form 13F-HR for Q1 2026, led by $ASML (ASML HOLDING NV) at 16.3% of the equity portfolio, followed by $MSFT and $TDG. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $MA and a full exit from $LRCX. The portfolio is most concentrated in Technology (38.4% 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 — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$157.1K118,917 sh - 83.7#15
Quality
$130.5K352,504 sh - 75.4#126
Quality
$123.5K106,544 sh - 80.2
Quality
$101.4K353,459 sh - 74.6
Quality
$99.7K478,534 sh - 81.7
Quality
$87.7K175,472 sh - 80.9
Quality
$67.3K117,628 sh - 69.1
Quality
$56.6K817,828 sh - 62.5
Quality
$37.8K306,460 sh - 55.0
Quality
$35.8K234,765 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ASML HOLDING NV$ASML | — | $157.1K | 118,917 |
 MICROSOFT CORP$MSFT | 83.7#15 | $130.5K | 352,504 |
 TransDigm Group INC$TDG | 75.4#126 | $123.5K | 106,544 |
 Alphabet Inc.$GOOGL | 80.2 | $101.4K | 353,459 |
 AMAZON COM INC$AMZN | 74.6 | $99.7K | 478,534 |
 Mastercard Inc$MA | 81.7 | $87.7K | 175,472 |
 Meta Platforms, Inc.$META | 80.9 | $67.3K | 117,628 |
 TransUnion$TRU | 69.1 | $56.6K | 817,828 |
 ILLUMINA, INC.$ILMN | 62.5 | $37.8K | 306,460 |
 Live Nation Entertainment, Inc.$LYV | 55.0 | $35.8K | 234,765 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Triple Frond Partners LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Technology
$369,430
Industrials
$280,549
Financials
$144,262
Consumer Discretionary
$99,664
Communication Services
$68,990
Full Holdings — Triple Frond Partners LLC (Q1 2026)
All 12 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 | $157,069 | 16.3% | +11% | — |
| 2 | $MSFT | MICROSOFT CORP | $130,486 | 13.6% | +0% | 83.7 |
| 3 | $TDG | TransDigm Group INC | $123,480 | 12.8% | +3% | 75.4 |
| 4 | $GOOGL | Alphabet Inc. | $101,393 | 10.5% | +0% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $99,664 | 10.3% | +0% | 74.6 |
| 6 | $MA | Mastercard Inc | $87,676 | 9.1% | NEW | 81.7 |
| 7 | $META | Meta Platforms, Inc. | $67,299 | 7.0% | +21% | 80.9 |
| 8 | $TRU | TransUnion | $56,586 | 5.9% | +48% | 69.1 |
| 9 | $ILMN | ILLUMINA, INC. | $37,774 | 3.9% | -18% | 62.5 |
| 10 | $LYV | Live Nation Entertainment, Inc. | $35,804 | 3.7% | -8% | 55 |
| 11 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $33,186 | 3.5% | +0% | 57.7 |
| 12 |  $CCC | CCC Intelligent Solutions Holdings Inc. | $32,478 | 3.4% | +13% | 50.8 |
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AI-Powered Hedge Fund Analysis: Triple Frond Partners LLC
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