Holdings
Triple Frond Partners LLC
As of Jun 30, 2026, Triple Frond Partners LLC reported 13 positions worth US$1.12B. Largest: Asml Holding Nv, Transdigm Group Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Asml Holding Nv | 119K | US$237M | no change | Jun 30, 2026 |
| Transdigm Group Inc. | 107K | US$142M | no change | Jun 30, 2026 |
| Microsoft Corp. | 353K | US$131M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 432K | US$103M | −46,114 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 288K | US$103M | −64,350 | Jun 30, 2026 |
| Mastercard Incorporated | 175K | US$90.1M | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 118K | US$66.3M | no change | Jun 30, 2026 |
| Transunion | 818K | US$59M | no change | Jun 30, 2026 |
| Doordash, Inc. | 300K | US$55.4M | new | Jun 30, 2026 |
| S&p Global Inc. | 117K | US$47.5M | new | Jun 30, 2026 |