StockDriftsStockDriftsTop 13 Triple Frond Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HOLDING N V | 21.11% | 118.9K | $236.6M | +0.00%(+0) | $784.29(+138.15%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 12.67% | 106.5K | $141.9M | +0.00%(+0) | $985.57(+27.53%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 11.74% | 352.5K | $131.5M | +0.00%(+0) | $303.13(+60.35%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 9.2% | 432.4K | $103.1M | -9.64%(-46.11K) | $150.70(+74.21%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 9.19% | 291.5K | $103.0M | -17.52%(-61.91K) | $84.19(+306.97%) | 2026-06-30 | |
| MA | MASTERCARD INC | 8.04% | 175.5K | $90.1M | +0.00%(+0) | $535.27(+5.90%) | 2026-06-30 | |
| META | META PLATFORMS INC | 5.91% | 117.6K | $66.3M | +0.00%(+0) | $606.21(-4.27%) | 2026-06-30 | |
| TRU | TRANSUNION COM | 5.27% | 817.8K | $59.0M | +0.00%(+0) | $82.98(-3.01%) | 2026-06-30 | |
| DASH | DOORDASH INC | 4.94% | 300.2K | $55.4M | new | $166.27(+30.52%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 4.24% | 116.7K | $47.5M | new | $401.44(+3.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.89% | +81.08% | +9.76% | +59.28% |
| Top 20 Holdings Unweighted | +20.88% | +76.64% | +9.72% | +58.98% |
Triple Frond Partners LLC reports $1.12B in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are ASML (21.1%), TDG (12.7%) and MSFT (11.7%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +81.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Triple Frond Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1454502). View Triple Frond Partners LLC’s 13F filings on SEC