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Triple Frond Partners LLC
hedge fundUpdated 28 days agoManaged by Triple Frond Partners Llc • Latest filing Q2 2026
Portfolio value
$1.1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
12.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $685.4M |
| Q2 2023 | $775.6M |
| Q3 2023 | $788.3M |
| Q4 2023 | $840.7M |
| Q1 2024 | $878.6M |
| Q2 2024 | $852.3M |
| Q3 2024 | $772.9M |
| Q4 2024 | $772.5M |
| Q1 2025 | $739.9M |
| Q2 2025 | $570.8M |
| Q3 2025 | $918M |
| Q4 2025 | $962.2M |
| Q1 2026 | $962.9M |
| Q2 2026 | $1.1B |
Top holdings
13 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ASMLF ASML HOLDING N V | $236.6M | 118.9K | 21.11% | — |
| 2 | T TDG TRANSDIGM GROUP INC | $141.9M | 106.5K | 12.67% | — |
| 3 | M MSFT MICROSOFT CORP | $131.5M | 352.5K | 11.74% | — |
| 4 | A AMZN AMAZON.COM INC | $103.1M | 432.4K | 9.20% | — |
| 5 | G GOOGN ALPHABET INC | $103M | 291.5K | 9.19% | — |
| 6 | M MA MASTERCARD INC | $90.1M | 175.5K | 8.04% | — |
| 7 | M META META PLATFORMS INC | $66.3M | 117.6K | 5.91% | — |
| 8 | T TRU TRANSUNION COM | $59M | 817.8K | 5.27% | — |
| 9 | D DASH DOORDASH INC | $55.4M | 300.2K | 4.94% | — |
| 10 | S SPGI S&P GLOBAL INC | $47.5M | 116.7K | 4.24% | — |
| 11 | L LYV LIVE NATION ENTERTAINMENT IN | $36.3M | 198.3K | 3.24% | — |
| 12 | C CCC CCC INTELLIGENT SOLUTION HOLDINGS INC | $27.9M | 5.41M | 2.49% | — |
| 13 | C CHTR CHARTER COMMUNICATIONS INC N | $21.9M | 153.7K | 1.95% | — |