Manager activity
Triple Frond Partners LLC
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 1
Add · 5
Reduce · 2
Exit · 1
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | MASTERCARD INC | +175,472 | New | +9.11 pp | 5/15/2026 |
| Exit | LAM RESEARCH CORP | -295,377 | Exit | -5.26 pp | 5/15/2026 |
| Add | ASML HOLDING N V | +12,139 | +11.4% | +4.44 pp | 5/15/2026 |
| Add | TRANSDIGM GROUP INC | +2,650 | +2.6% | -1.54 pp | 5/15/2026 |
| Reduce | ILLUMINA INC COM | -67,700 | -18.1% | -1.18 pp | 5/15/2026 |
| Add | TRANSUNION COM | +266,675 | +48.4% | +0.96 pp | 5/15/2026 |
| Add | CCC INTELLIGENT SOLUTION HOLDINGS INC | +608,000 | +12.7% | -0.60 pp | 5/15/2026 |
| Add | META PLATFORMS INC | +20,252 | +20.8% | +0.31 pp | 5/15/2026 |
| Reduce | LIVE NATION ENTERTAINMENT IN | -21,093 | -8.2% | -0.07 pp | 5/15/2026 |