Triple Frond Partners LLC
12 holdingsFiling period: 2026-03-31Current AUM: $1.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ASML HOLDING N V | 118.9K | $157.1M | $157.1M | 14.28% | +12.1K | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 352.5K | $130.5M | $163.8M | 14.89% | -- | 2026-03-31 |
| 3 | TDG | TRANSDIGM GROUP INC | 106.5K | $123.5M | $133.6M | 12.15% | +2.6K | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 353.5K | $101.4M | $126.1M | 11.46% | -- | 2026-03-31 |
| 5 | AMZN | AMAZON.COM INC | 478.5K | $99.7M | $130.0M | 11.82% | -- | 2026-03-31 |
| 6 | MA | MASTERCARD INC | 175.5K | $87.7M | $100.6M | 9.14% | -- | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 117.6K | $67.3M | $65.5M | 5.95% | +20.3K | 2026-03-31 |
| 8 | TRU | TRANSUNION COM | 817.8K | $56.6M | $64.3M | 5.85% | +266.7K | 2026-03-31 |
| 9 | ILMN | ILLUMINA INC COM | 306.5K | $37.8M | $62.9M | 5.71% | -67,700 | 2026-03-31 |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | 234.8K | $35.8M | $40.9M | 3.72% | -21,093 | 2026-03-31 |
| 11 | CHTR | CHARTER COMMUNICATIONS INC N | 153.7K | $33.2M | $22.3M | 2.03% | -- | 2026-03-31 |
| 12 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 5.41M | $32.5M | $33.0M | 3.00% | +608.0K | 2026-03-31 |
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