StockDriftsStockDriftsTop 12 Triple Frond Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HOLDING N V | 16.31% | 118.9K | $157.1M | +11.37%(+12.14K) | $784.29(+91.49%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 13.55% | 352.5K | $130.5M | +0.00%(+0) | $303.13(+39.19%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 12.82% | 106.5K | $123.5M | +2.55%(+2.65K) | $985.57(+16.58%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 10.53% | 353.5K | $101.4M | +0.00%(+0) | $84.19(+367.15%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 10.35% | 478.5K | $99.7M | +0.00%(+0) | $150.70(+75.28%) | 2026-03-31 | |
| MA | MASTERCARD INC | 9.11% | 175.5K | $87.7M | new | $535.27(-7.67%) | 2026-03-31 | |
| META | META PLATFORMS INC | 6.99% | 117.6K | $67.3M | +20.80%(+20.25K) | $606.21(+1.32%) | 2026-03-31 | |
| TRU | TRANSUNION COM | 5.88% | 817.8K | $56.6M | +48.38%(+266.68K) | $82.98(-20.15%) | 2026-03-31 | |
| ILMN | ILLUMINA INC COM | 3.92% | 306.5K | $37.8M | -18.09%(-67.70K) | $95.19(+49.74%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 3.72% | 234.8K | $35.8M | -8.24%(-21.09K) | $152.95(+10.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.18% | +77.95% |
| Top 20 Holdings Unweighted | +22.15% | +82.26% |
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