Triple Frond Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$963K
Q ending 2026-03-31
Prior quarter
$962K
Q ending 2025-12-31
Change
+0.1% QoQ · +30.1% YoY
Positions
12
reported holdings
Largest positions
All 12 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Asml Holding N V | Shares | $157K | 119K | |
| Microsoft Corp | MSFT | Shares | $130K | 353K |
| Transdigm Group Inc | TDG | Shares | $123K | 107K |
| Alphabet Inc | GOOG | Shares | $101K | 353K |
| Amazon.Com Inc | AMZN | Shares | $100K | 479K |
| Mastercard Inc | MA | Shares | $88K | 175K |
| Meta Platforms Inc | META | Shares | $67K | 118K |
| Transunion Com | TRU | Shares | $57K | 818K |
| Illumina Inc Com | ILMN | Shares | $38K | 306K |
| Live Nation Entertainment In | LYV | Shares | $36K | 235K |
| Charter Communications Inc N | CHTR | Shares | $33K | 154K |
| Ccc Intelligent Solution Holdings | CCC | Shares | $32K | 5.4M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.