Triple Frond Partners LLC
13 holdingsFiling period: 2026-06-30Current AUM: $1.21Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Asml Holding N V | 118.9K | $236.6M | $236.6M | 19.49% | -- | 2026-06-30 |
| 2 | TDG | Transdigm Group Inc | 106.5K | $141.9M | $121.8M | 10.04% | -- | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 352.5K | $131.5M | $187.5M | 15.45% | -- | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 432.4K | $103.1M | $113.6M | 9.36% | -46,114 | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 291.5K | $103.0M | $98.1M | 8.08% | -61,915 | 2026-06-30 |
| 6 | MA | Mastercard Inc | 175.5K | $90.1M | $108.9M | 8.97% | -- | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 117.6K | $66.3M | $81.7M | 6.73% | -- | 2026-06-30 |
| 8 | TRU | Transunion.com | 817.8K | $59.0M | $64.0M | 5.27% | -- | 2026-06-30 |
| 9 | DASH | Doordash Inc | 300.2K | $55.4M | $57.5M | 4.74% | -- | 2026-06-30 |
| 10 | SPGI | S&P Global Inc | 116.7K | $47.5M | $51.1M | 4.21% | -- | 2026-06-30 |
| 11 | LYV | Live Nation Entertainment in | 198.3K | $36.3M | $34.7M | 2.86% | -36,503 | 2026-06-30 |
| 12 | CCC | Ccc Intelligent Solution Holdings Inc | 5.41M | $27.9M | $41.3M | 3.40% | -- | 2026-06-30 |
| 13 | CHTR | Charter Communications Inc N | 153.7K | $21.9M | $16.9M | 1.39% | -- | 2026-06-30 |
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