§ 13F · FUND PROFILE
Triple Frond Partners LLC.
AUM · $1M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$103K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HOLDING N V | 119K | $237K | 21.1% | ±0% |
| 2 | TDG | TRANSDIGM GROUP INC | 107K | $142K | 12.7% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 353K | $131K | 11.7% | ±0% |
| 4 | AMZN | AMAZON.COM INC | 432K | $103K | 9.2% | −10% |
| 5 | GOOG | ALPHABET INC | 292K | $103K | 9.2% | −18% |
| 6 | MA | MASTERCARD INC | 175K | $90K | 8.0% | ±0% |
| 7 | META | META PLATFORMS INC | 118K | $66K | 5.9% | ±0% |
| 8 | TRU | TRANSUNION COM | 818K | $59K | 5.3% | ±0% |
| 9 | DASH | DOORDASH INC | 300K | $55K | 4.9% | NEW |
| 10 | SPGI | S&P GLOBAL INC | 117K | $48K | 4.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIPLE SIGNAL
AC read
Triple Frond Partners LLC is a Other fund managing $1 million in assets. The fund runs a focused portfolio of just 13 positions.
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