Triple Frond Partners LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 12
- Portfolio value:
- $962,895,000
- Filed:
- May 15, 2026
- CIK:
- 1454502
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| — | ASML HOLDING N V | 16.31 | Add 11.00% | 118,917 | $1320.83 | $157.07M |
| MSFThist | MICROSOFT CORP | 13.55 | — | 352,504 | $370.17 | $130.49M |
| TDGhist | TRANSDIGM GROUP INC | 12.82 | Add 3.00% | 106,544 | $1158.96 | $123.48M |
| GOOGhist | ALPHABET INC | 10.53 | — | 353,459 | $286.86 | $101.39M |
| — | AMAZON.COM INC | 10.35 | Buy | 478,534 | $208.27 | $99.66M |
| MAhist | MASTERCARD INC | 9.11 | Buy | 175,472 | $499.66 | $87.68M |
| METAhist | META PLATFORMS INC | 6.99 | Add 21.00% | 117,628 | $572.13 | $67.30M |
| — | TRANSUNION COM | 5.88 | Add 48.00% | 817,828 | $69.19 | $56.59M |
| — | ILLUMINA INC COM | 3.92 | Reduce 18.00% | 306,460 | $123.26 | $37.77M |
| — | LIVE NATION ENTERTAINMENT IN | 3.72 | Reduce 8.00% | 234,765 | $152.51 | $35.80M |
| — | CHARTER COMMUNICATIONS INC N | 3.45 | — | 153,725 | $215.88 | $33.19M |
| — | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3.37 | Add 13.00% | 5,413,036 | $6.00 | $32.48M |
| AMZNhist | AMAZON.COM INC | 0.00 | Sell | 0 | — | $0 |
| LRCXhist | LAM RESEARCH CORP | 0.00 | Sell | 0 | — | $0 |