Triple Frond Partners
Triple Frond Partners Portfolio
- Portfolio Value
- $1.1B
- Holdings
- 13
- Period
- Q2 2026
- Portfolio Date
- Jun 29, 2026
The edge that pays for itself.
Portfolio Allocation
Top 5: 63.9%- ASML21.11%
TDG12.67%
MSFT11.74%
AMZN9.20%
GOOG9.19%
MA8.04%
META5.91%
TRU5.27%
- Others16.86%
Portfolio Holdings
Stock | % |
|---|---|
AS ASML Holding NVASML | 21.11% |
TransDigm Group Inc.TDG | 12.67% |
Microsoft Corp.MSFT | 11.74% |
Amazon.com Inc.AMZN | 9.20% |
Alphabet Inc. CL CGOOG | 9.19% |
Mastercard Inc.MA | 8.04% |
Meta Platforms Inc.META | 5.91% |
TransUnionTRU | 5.27% |
DoorDash Inc.DASH | 4.94% |
S&P Global Inc.SPGI | 4.24% |
Live Nation Inc.LYV | 3.24% |
CCC Intelligent Solutions Hldgs Inc.CCC | 2.49% |
Charter CommunicationsCHTR | 1.95% |
Recent Activity
AMZN
Amazon.com Inc.
GOOG
Alphabet Inc. CL C
DASH
DoorDash Inc.
SPGI
S&P Global Inc.
LYV
Live Nation Inc.
About the Triple Frond Partners Portfolio
The Triple Frond Partners portfolio holds 13 stocks with a total value of $1.1B, based on the latest SEC 13F filing (Q2 2026). Below you can explore every position, its portfolio weighting and the most recent buys and sells.
The largest position in the Triple Frond Partners portfolio is ASML Holding NV, which accounts for 21.1% of the total portfolio value.
Frequently asked questions
Triple Frond Partners holds 13 different stocks according to the latest SEC 13F filing. The largest positions are ASML Holding NV, TransDigm Group Inc., Microsoft Corp.. The full list of holdings with weightings and values is shown in the table above.
Triple Frond Partners's largest position is ASML Holding NV, which makes up 21.1% of the total portfolio.
The Triple Frond Partners portfolio is worth $1.1B and is spread across 13 stocks, based on the 13F filing as of Jun 29, 2026.
Institutional investors like Triple Frond Partners disclose their holdings every quarter in an SEC 13F filing, due within 45 days after the end of each quarter. We update this page as soon as the new filing is published.
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