Triple Frond Partners LLC
13 holdingsFiling period: 2026-06-30Current AUM: $1.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASML HOLDING N V | 118.9K | $236.6M | $236.6M | 20.12% | -- | 2026-06-30 |
| 2 | TDG | TRANSDIGM GROUP INC | 106.5K | $141.9M | $115.6M | 9.83% | -- | 2026-06-30 |
| 3 | MSFT | MICROSOFT CORP | 352.5K | $131.5M | $175.2M | 14.91% | -- | 2026-06-30 |
| 4 | AMZN | AMAZON.COM INC | 432.4K | $103.1M | $107.4M | 9.14% | -46,114 | 2026-06-30 |
| 5 | GOOG | ALPHABET INC | 291.5K | $103.0M | $99.5M | 8.47% | -61,915 | 2026-06-30 |
| 6 | MA | MASTERCARD INC | 175.5K | $90.1M | $100.6M | 8.56% | -- | 2026-06-30 |
| 7 | META | META PLATFORMS INC | 117.6K | $66.3M | $78.8M | 6.71% | -- | 2026-06-30 |
| 8 | TRU | TRANSUNION COM | 817.8K | $59.0M | $63.0M | 5.36% | -- | 2026-06-30 |
| 9 | DASH | DOORDASH INC | 300.2K | $55.4M | $59.5M | 5.06% | -- | 2026-06-30 |
| 10 | SPGI | S&P GLOBAL INC | 116.7K | $47.5M | $48.1M | 4.09% | -- | 2026-06-30 |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 198.3K | $36.3M | $33.8M | 2.87% | -36,503 | 2026-06-30 |
| 12 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 5.41M | $27.9M | $35.7M | 3.04% | -- | 2026-06-30 |
| 13 | CHTR | CHARTER COMMUNICATIONS INC N | 153.7K | $21.9M | $21.7M | 1.85% | -- | 2026-06-30 |
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