Triple Frond Partners LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 81.6%; sector active share 32.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.3% | $396,000,531 |
| Communication Services | 20.3% | $227,434,903 |
| Financial Services | 17.6% | $196,647,770 |
| Consumer Cyclical | 14.1% | $158,467,376 |
| Industrials | 12.7% | $141,920,869 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ILMN | Illumina, Inc. | 306,460 | $37,774,259 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ASML |
Asml Holding NV
Technology
|
Held | 118,917 | $236,578,224 | 21.11% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 106,544 | $141,920,869 | 12.67% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 352,504 | $131,491,042 | 11.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 432,420 | $103,062,982 | 9.20% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 291,544 | $103,011,241 | 9.19% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 175,472 | $90,122,419 | 8.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 117,628 | $66,258,676 | 5.91% | |
| TRU |
TransUnion
Financial Services
|
Held | 817,828 | $58,998,111 | 5.27% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
NEW | 300,246 | $55,404,394 | 4.94% | |
| SPGI |
S&P Global Inc.
Financial Services
|
NEW | 116,700 | $47,527,240 | 4.24% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Reduced | 198,262 | $36,303,754 | 3.24% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
Held | 5,413,036 | $27,931,265 | 2.49% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
Held | 153,725 | $21,861,232 | 1.95% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.