Triple Frond Partners LLC
CIK 1454502 · View on SEC EDGAR ↗
- Portfolio value
- $1.1M
- Positions
- 13
- As of
- June 30, 2026
#9,153 of 9,443 by 13F value · top 96.9%
Portfolio value QoQ: +16.4% 13F does not disclose cash
- Top 10 holdings weight
- 92.32%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 13
- Effective number of positions
- 9.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 7.42% Est. buys $102,931 · sells $77,325
Median holding: 4.5 quarters Tracked Q4 2024–Q2 2026 · 72.2% still held
- New positions
- 2
- Increased
- 0
- Decreased
- 3
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
35.3%
Communication Services
20.3%
Industrials
17.9%
Financial Services
12.3%
Retail
9.2%
Consumer Discretionary
4.9%
Full portfolio 13 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ASML ASML Holding N.V. - New York Registry Shares | $236,578 | 21.11% | 118,917 | $79,509 | |||
| TDG Transdigm Group Incorporated Common Stock | $141,921 | 12.67% | 106,544 | $18,441 | |||
| MSFT Microsoft Corporation - Common Stock | $131,491 | 11.74% | 352,504 | $1,005 | |||
| AMZN Amazon.com, Inc. - Common Stock | $103,063 | 9.20% | 432,420 | $3,399 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $103,011 | 9.19% | 291,544 | $1,618 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $90,122 | 8.04% | 175,472 | $2,446 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $66,259 | 5.91% | 117,628 | $-1,040 | |||
| TRU TransUnion Common Stock | $58,998 | 5.27% | 817,828 | $2,412 | |||
| DASH DoorDash, Inc. - Common Stock | $55,404 | 4.94% | 300,246 | Up ×1 | |||
| SPGI S&P Global Inc. Common Stock | $47,527 | 4.24% | 116,700 | Up ×1 | |||
| LYV Live Nation Entertainment, Inc. Common Stock | $36,304 | 3.24% | 198,262 | $500 | Down ×2 | ||
| CCC CCC Intelligent Solutions Holdings Inc. - Common Stock | $27,931 | 2.49% | 5,413,036 | $-4,547 | |||
| CHTR Charter Communications, Inc. - Class A Common Stock | $21,861 | 1.95% | 153,725 | $-11,325 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| ASML | Price move only | +0 | +$80K |
| TDG | Price move only | +0 | +$18K |
| CHTR | Price move only | +0 | -$11K |
| CCC | Price move only | +0 | -$5K |
| AMZN | Trimmed | -46K | +$3K |
| MA | Price move only | +0 | +$2K |
| TRU | Price move only | +0 | +$2K |
| GOOG | Trimmed | -62K | +$2K |
| META | Price move only | +0 | -$1K |
| MSFT | Price move only | +0 | +$1K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.