Triple Frond Partners LLC: 13F holdings
CIK 14545022026Q2
| Positions | 13 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 13 (+1 vs prior quarter) |
|---|
| Reported value | $1.1bn (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ASML HOLDING N V | 118,917 | $236.6m | 21.1% |
| TDG TRANSDIGM GROUP INC | 106,544 | $141.9m | 12.7% |
| MSFT MICROSOFT CORP | 352,504 | $131.5m | 11.7% |
| AMZN AMAZON.COM INC | 432,420 | $103.1m | 9.2% |
| GOOG ALPHABET INC | 291,544 | $103.0m | 9.2% |
| MA MASTERCARD INC | 175,472 | $90.1m | 8.0% |
| META META PLATFORMS INC | 117,628 | $66.3m | 5.9% |
| TRU TRANSUNION COM | 817,828 | $59.0m | 5.3% |
| DASH DOORDASH INC | 300,246 | $55.4m | 4.9% |
| SPGI S&P GLOBAL INC | 116,700 | $47.5m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1454502")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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