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Triple Frond Partners LLC

San Francisco, CA 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $1.1B
  • 13 holdings
  • 2026 Q2
  • +16.3% QoQ
  • Top 5 63.9%

Portfolio

2026 Q2, filed 8/13/2026, top 12 of 13 holdings

Top 5 63.9%, top 10 92.3%

  1. ASML 21.1%
  2. TDG, TransDigm 12.7%
  3. MSFT, Microsoft 11.7%
  4. AMZN, Amazon 9.2%
  5. GOOG, Alphabet 9.2%
  6. MA, Mastercard 8.0%
  7. META, Meta Platforms 5.9%
  8. TRU, Transunion 5.3%
  9. DASH, DoorDash 5.0%
  10. SPGI, S&P Global 4.2%
  11. LYV, Live Nation Entertainment 3.2%
  12. CCC, CCC Intelligent Solution 2.5%
  13. Other 2.0%

AUM over time

2026 Q2 $1.1B +16.3% QoQ
2021 Q3: $917M 2021 Q3: $917M
Q3 2021
2021 Q4: $887M, −3.3% QoQ 2021 Q4: $887M, −3.3% QoQ
Q4
2022 Q1: $808M, −8.9% QoQ 2022 Q1: $808M, −8.9% QoQ
Q1 2022
2022 Q2: $654M, −19.1% QoQ 2022 Q2: $654M, −19.1% QoQ
Q2
2022 Q3: $568M, −13.1% QoQ 2022 Q3: $568M, −13.1% QoQ
Q3
2022 Q4: $605M, +6.5% QoQ 2022 Q4: $605M, +6.5% QoQ
Q4
2023 Q1: $685M, +13.2% QoQ 2023 Q1: $685M, +13.2% QoQ
Q1 2023
2023 Q2: $776M, +13.3% QoQ 2023 Q2: $776M, +13.3% QoQ
Q2
2023 Q3: $788M, +1.5% QoQ 2023 Q3: $788M, +1.5% QoQ
Q3
2023 Q4: $841M, +6.7% QoQ 2023 Q4: $841M, +6.7% QoQ
Q4
2024 Q1: $879M, +4.5% QoQ 2024 Q1: $879M, +4.5% QoQ
Q1 2024
2024 Q2: $852M, −3.1% QoQ 2024 Q2: $852M, −3.1% QoQ
Q2
2024 Q3: $773M, −9.3% QoQ 2024 Q3: $773M, −9.3% QoQ
Q3
2024 Q4: $772M, −0.1% QoQ 2024 Q4: $772M, −0.1% QoQ
Q4
2025 Q1: $740M, −4.1% QoQ 2025 Q1: $740M, −4.1% QoQ
Q1 2025
2025 Q2: $571M, −22.8% QoQ 2025 Q2: $571M, −22.8% QoQ
Q2
2025 Q3: $918M, +60.8% QoQ 2025 Q3: $918M, +60.8% QoQ
Q3
2025 Q4: $962M, +4.8% QoQ 2025 Q4: $962M, +4.8% QoQ
Q4
2026 Q1: $963M, +0.1% QoQ 2026 Q1: $963M, +0.1% QoQ
Q1 2026
2026 Q2: $1.1B, +16.3% QoQ 2026 Q2: $1.1B, +16.3% QoQ
Q2

Book

2024 Q3 2024 Q2, filed 13 Nov, long equity only

Download CSV Download Excel All activity
GOOG, Alphabet 18.10%, was 15.46% Add +16.5% 836,850 $167.19 $140M +118,590 +$8.2M
TDG, TransDigm 15.27%, was 9.33% Add +32.8% 82,673 $1,427 $118M +20,434 +$38M
AMZN, Amazon 14.39%, was 12.29% Add +10.1% 596,771 $186.33 $111M +54,870 +$6.5M
V, Visa 14.34%, was 6.75% Add +83.7% 402,969 $274.95 $111M +183,640 +$53M
MSFT, Microsoft 14.04%, was 11.99% Add +10.3% 252,144 $430.30 $108M +23,490 +$6.3M
CHTR, Charter Communications 11.35%, was 22.01% Reduce −56.9% 270,740 $324.08 $88M −356,785 −$100M
MCO, Moody's 6.66%, was 7.45% Reduce −28.1% 108,387 $474.60 $51M −42,400 −$12M
CP, Canadian Pacific Kansas City 3.48% Hold 314,734 $85.54 $27M — —
UNP, Union Pacific 2.38% Hold 74,500 $246.48 $18M — —

Exits / last held

Gone since 2024 Q2, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
LRCX, Lam Research 6.56% Exit 0 $1,065 $56M −52,530 −$56M
MSCI 3.27% Exit 0 $481.75 $28M −57,920 −$28M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2024 Q2. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds AUM QoQ Form Filed Filing ID
2026 Q2 13 $1.1B +16.3% 13F-HR 8/13/2026 000145450226000007
2026 Q1 12 $963M +0.1% 13F-HR 5/15/2026 000145450226000005
2025 Q4 12 $962M +4.8% 13F-HR 2/13/2026 000145450226000003
2025 Q3 11 $918M +60.8% 13F-HR 11/14/2025 000145450225000011
2025 Q2 10 $885M — RESTATEMENT 8/15/2025 000145450225000009
2025 Q2 10 $571M −22.8% 13F-HR 8/13/2025 000145450225000004
2025 Q1 10 $740M −4.1% 13F-HR 5/14/2025 000138729225000011
2024 Q4 9 $772M −0.1% 13F-HR 2/11/2025 000138729225000004
2024 Q3 9 $773M −9.3% 13F-HR 11/13/2024 000138729224000020
2024 Q2 11 $852M −3.1% 13F-HR 8/14/2024 000138729224000016
2024 Q1 11 $879M +4.5% 13F-HR 5/14/2024 000138729224000012
2023 Q4 10 $841M +6.7% 13F-HR 2/14/2024 000138729224000003
2023 Q3 10 $788M +1.5% 13F-HR 11/14/2023 000138729223000008
2023 Q2 10 $776M +13.3% 13F-HR 8/8/2023 000145450223000005
2023 Q1 10 $685M +13.2% 13F-HR 5/12/2023 000145450223000003
2022 Q4 9 $605M +6.5% 13F-HR 2/8/2023 000145450223000001
2022 Q3 10 $568M −13.1% 13F-HR 11/10/2022 000145450222000006
2022 Q2 9 $654M −19.1% 13F-HR 8/15/2022 000145450222000005
2022 Q1 10 $808M −8.9% 13F-HR 5/12/2022 000145450222000004
2021 Q4 10 $887M −3.3% 13F-HR 2/10/2022 000145450222000003
2021 Q3 10 $917M — 13F-HR 11/10/2021 000145450221000005

About

Triple Frond Partners LLC

21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

SEC filing name
Triple Frond Partners LLC
Location
San Francisco, CA
All SEC filings
View on sec.gov