Triple Frond Partners LLC

CIK 0001454502 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Triple Frond Partners LLC reported 13 positions worth $1.1M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: ASML (21.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.1M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
92.3%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ASMLASML HOLDING N VSH$236.6K21.11%118,917
2TDGTRANSDIGM GROUP INCSH$141.9K12.67%106,544
3MSFTMICROSOFT CORPSH$131.5K11.74%352,504
4AMZNAMAZON.COM INCSH$103.1K9.20%432,420
5GOOGALPHABET INCSH$103.0K9.19%291,544
6MAMASTERCARD INCSH$90.1K8.04%175,472
7METAMETA PLATFORMS INCSH$66.3K5.91%117,628
8TRUTRANSUNION COMSH$59.0K5.27%817,828
9DASHDOORDASH INC SH$55.4K4.94%300,246
10SPGIS&P GLOBAL INCSH$47.5K4.24%116,700

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Triple Frond Partners LLC hold as of Q2 2026?

Triple Frond Partners LLC reported 13 positions worth $1.1M in its Q2 2026 13F filing. Largest positions: ASML (21.1%), TDG (12.7%), MSFT (11.7%), AMZN (9.2%) and GOOG (9.2%).

What did Triple Frond Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Triple Frond Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.