§ 13F · FUND PROFILE
Triple Frond Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $918K (13F)Positions · 11Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$88K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HOLDING N V | 119K | $157K | 16.3% | +11% |
| 2 | MSFT | MICROSOFT CORP | 353K | $130K | 13.6% | ±0% |
| 3 | TDG | TRANSDIGM GROUP INC | 107K | $123K | 12.8% | +3% |
| 4 | GOOG | ALPHABET INC | 353K | $101K | 10.5% | ±0% |
| 5 | AMZN | AMAZON.COM INC | 479K | $100K | 10.4% | ±0% |
| 6 | MA | MASTERCARD INC | 175K | $88K | 9.1% | NEW |
| 7 | META | META PLATFORMS INC | 118K | $67K | 7.0% | +21% |
| 8 | TRU | TRANSUNION COM | 818K | $57K | 5.9% | +48% |
| 9 | ILMN | ILLUMINA INC COM | 306K | $38K | 3.9% | −18% |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | 235K | $36K | 3.7% | −8% |
§ 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 $918 thousand in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed