Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Triple Frond Partners LLC (CIK 1454502) reported $962.9M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ASML ($157.1M, 16.31%), MSFT ($130.5M, 13.55%), TDG ($123.5M, 12.82%), GOOG ($101.4M, 10.53%), AMZN ($99.7M, 10.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HOLDING N V | $157.1M | 16.31% | 118,917 | Added |
| 2 | MSFT | MICROSOFT CORP | $130.5M | 13.55% | 352,504 | Hold |
| 3 | TDG | TRANSDIGM GROUP INC | $123.5M | 12.82% | 106,544 | Added |
| 4 | GOOG | ALPHABET INC | $101.4M | 10.53% | 353,459 | Hold |
| 5 | AMZN | AMAZON.COM INC | $99.7M | 10.35% | 478,534 | Hold |
| 6 | MA | MASTERCARD INC | $87.7M | 9.11% | 175,472 | New |
| 7 | META | META PLATFORMS INC | $67.3M | 6.99% | 117,628 | Added |
| 8 | TRU | TRANSUNION COM | $56.6M | 5.88% | 817,828 | Added |
| 9 | ILMN | ILLUMINA INC COM | $37.8M | 3.92% | 306,460 | Trimmed |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | $35.8M | 3.72% | 234,765 | Trimmed |
| 11 | CHTR | CHARTER COMMUNICATIONS INC N | $33.2M | 3.45% | 153,725 | Hold |
| 12 | CCCS | CCC INTELLIGENT SOLUTION HOLDINGS INC | $32.5M | 3.37% | 5.4M | Added |
| 13 | LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31