Triple Frond Partners LLC
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 CHTR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,186,153 | 153,725 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,090,093 | 153,725 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $44,149,652 | 160,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $65,605,828 | 160,480 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $59,141,694 | 160,480 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $55,007,729 | 160,480 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $87,741,419 | 270,740 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $187,604,874 | 627,525 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $134,167,886 | 461,645 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $154,712,130 | 398,045 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $167,900,405 | 381,748 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $140,242,762 | 381,748 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $136,516,902 | 381,748 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $129,450,746 | 381,748 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $115,803,255 | 381,748 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $147,625,837 | 315,083 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $173,218,420 | 317,529 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $207,019,382 | 317,529 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $231,021,399 | 317,529 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $229,081,297 | 317,529 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $195,921,743 | 317,529 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $210,061,309 | 317,529 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $312,188,105 | 500,029 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $255,034,791 | 500,029 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $218,167,652 | 500,029 | Shares | Sole | 2020-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||