Manager
Triple Frond Partners LLC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | MASTERCARD INC | +175,472 | +9.11 pp |
| Exit | LAM RESEARCH CORP | -295,377 | -5.26 pp |
| Add | ASML HOLDING N V | +12,139 | +4.44 pp |
| Add | TRANSDIGM GROUP INC | +2,650 | -1.54 pp |
| Reduce | ILLUMINA INC COM | -67,700 | -1.18 pp |
| Add | TRANSUNION COM | +266,675 | +0.96 pp |
| Add | CCC INTELLIGENT SOLUTION HOLDINGS... | +608,000 | -0.60 pp |
| Add | META PLATFORMS INC | +20,252 | +0.31 pp |
| Reduce | LIVE NATION ENTERTAINMENT IN | -21,093 | -0.07 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000145450226000005 | Q1 2026 | 12 | 962,895 | 13F-HR | 5/15/2026 | Triple Frond Partners LLC |
| 000145450226000003 | Q4 2025 | 12 | 962,175 | 13F-HR | 2/13/2026 | Triple Frond Partners LLC |
| 000145450225000011 | Q3 2025 | 11 | 917,968 | 13F-HR | 11/14/2025 | Triple Frond Partners LLC |
| 000145450225000009 | Q2 2025 | 10 | 884,602 | RESTATEMENT | 8/15/2025 | Triple Frond Partners LLC |
| 000145450225000004 | Q2 2025 | 10 | 570,775 | 13F-HR | 8/13/2025 | Triple Frond Partners LLC |
| 000138729225000011 | Q1 2025 | 10 | 739,947 | 13F-HR | 5/14/2025 | Triple Frond Partners LLC |
| 000138729225000004 | Q4 2024 | 9 | 772,472 | 13F-HR | 2/11/2025 | Triple Frond Partners LLC |
| 000138729224000020 | Q3 2024 | 9 | 772,854 | 13F-HR | 11/13/2024 | Triple Frond Partners LLC |