Triple Frond Partners LLC
CIK
1454502
City
SAN FRANCISCO
State / Country
CA
Top Portfolio Positions
11 positions ·
$861,503,059 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ASML |
Asml Holding NV
Technology
|
118,917 | $157,069,141 | 18.23% | |
| MSFT |
Microsoft Corp
Technology
|
352,504 | $130,486,405 | 15.15% | |
| TDG |
TransDigm Group INC
Industrials
|
106,544 | $123,480,234 | 14.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
478,534 | $99,664,276 | 11.57% | |
| MA |
Mastercard Inc
Financial Services
|
175,472 | $87,676,339 | 10.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
117,628 | $67,298,507 | 7.81% | |
| TRU |
TransUnion
Financial Services
|
817,828 | $56,585,519 | 6.57% | |
| ILMN |
Illumina, Inc.
Healthcare
|
306,460 | $37,774,259 | 4.38% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
234,765 | $35,804,010 | 4.16% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
153,725 | $33,186,153 | 3.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CCC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,478,216 | 5,413,036 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,200,036 | 4,805,036 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,383,595 | 3,664,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,697,960 | 3,156,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $21,807,450 | 2,415,000 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||