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Triple Frond Partners LLC activity

Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 13 Aug. Sitewide activity

New 2
Reduce 3
Exit 1

6 shown

Ticker Action Δ weight Detail Period
DASH New 0% to 4.9% $55M Q1→Q2
SPGI New 0% to 4.2% $48M Q1→Q2
ILMN Exit 3.9% to 0% $38M Q1→Q2
GOOG Reduce 10.5% to 9.2% −17.5% sh Q1→Q2
AMZN Reduce 10.4% to 9.2% −9.6% sh Q1→Q2
LYV Reduce 3.7% to 3.2% −15.5% sh Q1→Q2