Triple Frond Partners LLC reported 13 holdings worth US$1.12M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Triple Frond Partners LLC reported 13 holdings worth US$1.12M as of Jun 30, 2026. Largest: Asml Holding Nv, Transdigm Group Inc. and Microsoft Corp. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$1.12M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Asml Holding Nv | 119K | US$237M | 21114.2% |
| Transdigm Group Inc. | 107K | US$142M | 12666.2% |
| Microsoft Corp. | 353K | US$131M | 11735.3% |
| Amazon.com, Inc. | 432K | US$103M | 9198.2% |
| Alphabet Inc (google) Class C | 288K | US$103M | 9193.6% |
| Mastercard Incorporated | 175K | US$90.1M | 8043.2% |
| Meta Platforms, Inc. | 118K | US$66.3M | 5913.5% |
| Transunion | 818K | US$59M | 5265.5% |
| Doordash, Inc. | 300K | US$55.4M | 4944.7% |
| S&p Global Inc. | 117K | US$47.5M | 4241.7% |
| Live Nation Entertainment, Inc. | 198K | US$36.3M | 3240.1% |
| Ccc Intelligent Solutions Holdings Inc. | 5.41M | US$27.9M | 2492.8% |
| Charter Communications, Inc. | 154K | US$21.9M | 1951.1% |
| Illumina, Inc. | 0 | US$0 | 0.00% |