Follow-The-Filings
Managers
·
Triple Frond Partners LLC
·
Activity
Manager activity
Triple Frond Partners LLC
2026 Q2
vs
2026 Q1
· filed 13 Aug ·
all filings
·
sitewide activity
New
2
Reduce
3
Exit
1
6 shown
ticker
action
Δ port
detail
period
DASH
New
+4.94 pp
opened 4.9%
Q1→Q2
SPGI
New
+4.24 pp
opened 4.2%
Q1→Q2
ILMN
Exit
−3.92 pp
was 3.9%
Q1→Q2
GOOG
Reduce
−1.34 pp
−17.5% sh
Q1→Q2
AMZN
Reduce
−1.15 pp
−9.6% sh
Q1→Q2
LYV
Reduce
−0.48 pp
−15.5% sh
Q1→Q2