Triple Frond Partners LLC — 13F Holdings & Portfolio
CIK 1454502 · latest 13F-HR filed 2026-05-15
Triple Frond Partners LLC manages $962.9K in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ASML (16.31%), MSFT (13.55%), TDG (12.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 2, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$962.9K
Long-equity book
12
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −1 / ↑2 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- MICROSOFT CORP-$40.0K -23.5%
- TRANSDIGM GROUP INC-$14.7K -10.6%
- ILLUMINA INC COM-$11.3K -23.0%
- AMAZON.COM INC-$10.8K -9.8%
- ALPHABET INC-$9.5K -8.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ASML HOLDING N V | ASML | N07059210 | $157.1K | 16.31% | 118,917 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $130.5K | 13.55% | 352,504 | SH |
| 3 | TRANSDIGM GROUP INC | TDG | 893641100 | $123.5K | 12.82% | 106,544 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $101.4K | 10.53% | 353,459 | SH |
| 5 | AMAZON.COM INC | AMZN | 023135106 | $99.7K | 10.35% | 478,534 | SH |
| 6 | MASTERCARD INC | MA | 57636Q104 | $87.7K | 9.11% | 175,472 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $67.3K | 6.99% | 117,628 | SH |
| 8 | TRANSUNION COM | TRU | 89400J107 | $56.6K | 5.88% | 817,828 | SH |
| 9 | ILLUMINA INC COM | ILMN | 452327109 | $37.8K | 3.92% | 306,460 | SH |
| 10 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $35.8K | 3.72% | 234,765 | SH |
| 11 | CHARTER COMMUNICATIONS INC N | CHTR | 16119P108 | $33.2K | 3.45% | 153,725 | SH |
| 12 | CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | 12510Q100 | $32.5K | 3.37% | 5,413,036 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $962.9K | 12 | 0001454502-26-000005 |
| 2025-12-31 | 2026-02-13 | $962.2K | 12 | 0001454502-26-000003 |
| 2025-09-30 | 2025-11-14 | $918.0K | 11 | 0001454502-25-000011 |