account_balance
Investment manager · 13F filer · SEC CIK 1454502
Triple Frond Partners LLC
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Reported value$1.12Bas of Jun 30, 2026
Positions13 2 new, 1 sold out
Top 10 weight92.3%ASML alone is 21%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ASMLASML Holding NV
21.1%
TDGTransDigm Group INC
12.7%
MSFTMicrosoft Corp
11.7%
AMZNAmazon.com Inc
9.2%Trimmed −10%
GOOGAlphabet Inc.
9.2%Trimmed −18%
MAMastercard Inc
8.0%
METAMeta Platforms, Inc.
5.9%
TRUTransUnion
5.3%
DASHDoorDash, Inc.
4.9%New
SPGIS&P Global Inc.
4.2%
LYVLive Nation Entertainment, Inc.
3.2%−16%
CCCCCC Intelligent Solutions Holdings Inc.
2.5%
ASMLASML Holding NV
21.1%
TDGTransDigm Group INC
12.7%
MSFTMicrosoft Corp
11.7%
AMZNAmazon.com Inc
9.2%
GOOGAlphabet Inc.
9.2%−18%
MAMastercard Inc
8.0%
METAMeta Platforms, Inc.
5.9%
TRUTransUnion
5.3%
DASHSPGILYV3.2%CCCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ASML ASML Holding NV 21.1% HeldTDG TransDigm Group INC 12.7% HeldMSFT Microsoft Corp 11.7% HeldAMZN Amazon.com Inc 9.2% Trimmed −10%GOOG Alphabet Inc. 9.2% Trimmed −18%MA Mastercard Inc 8.0% HeldMETA Meta Platforms, Inc. 5.9% HeldTRU TransUnion 5.3% HeldDASH DoorDash, Inc. 4.9% NewSPGI S&P Global Inc. 4.2% NewLYV Live Nation Entertainment, Inc. 3.2% Trimmed −16%CCC CCC Intelligent Solutions Holdings Inc. 2.5% Held
What changed
Biggest moves since Mar 31, 2026
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