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Triple Frond Partners LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,120,470
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ASML HOLDING N V · NY REG SHS · N07059210 · shares: $236,578
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $141,921
- MICROSOFT CORP · COM · 594918104 · shares: $131,491
- AMAZON.COM INC · COM · 023135106 · shares: $103,063
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $103,011
- MASTERCARD INC · CL A · 57636Q104 · shares: $90,122
- META PLATFORMS INC · CL A · 30303M102 · shares: $66,259
- TRANSUNION COM · COM · 89400J107 · shares: $58,998
- DOORDASH INC · CL A · 25809K105 · shares: $55,404
- S&P GLOBAL INC · COM · 78409V104 · shares: $47,527
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ASML HOLDING N V | NY REG SHS | N07059210 | — | 118,917 shares | $236,578 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 106,544 shares | $141,921 |
| MICROSOFT CORP | COM | 594918104 | — | 352,504 shares | $131,491 |
| AMAZON.COM INC | COM | 023135106 | — | 432,420 shares | $103,063 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 291,544 shares | $103,011 |
| MASTERCARD INC | CL A | 57636Q104 | — | 175,472 shares | $90,122 |
| META PLATFORMS INC | CL A | 30303M102 | — | 117,628 shares | $66,259 |
| TRANSUNION COM | COM | 89400J107 | — | 817,828 shares | $58,998 |
| DOORDASH INC | CL A | 25809K105 | — | 300,246 shares | $55,404 |
| S&P GLOBAL INC | COM | 78409V104 | — | 116,700 shares | $47,527 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 198,262 shares | $36,304 |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | COM | 12510Q100 | — | 5,413,036 shares | $27,931 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | — | 153,725 shares | $21,861 |