Featured 13F manager
Triple Frond Partners LLC
San Francisco, CA 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $1.1B
- 13 Positions
- 2026 Q2
- +16.3% QoQ
- Top 5 63.9%
Portfolio
top 5 63.9% · top 10 92.3%
- ASML — 21.1%
- TDG - Transdigm Group 12.7%
- MSFT - Microsoft 11.7%
- AMZN - Amazon 9.2%
- GOOG - Alphabet · CL C 9.2%
- MA - Mastercard · CL A 8.0%
- META - Meta Platforms · CL A 5.9%
- TRU - Transunion 5.3%
- DASH - Doordash · CL A 5.0%
- SPGI - S&P Global 4.2%
- LYV - Live Nation 3.2%
- CCC - Ccc Intelligent Solution 2.5%
- Other 2.0%
AUM over time
Book
| GOOG - Alphabet · CL C | 18.10% | Add +16.5% | 836,850 | $167.19 | $140M | +118,590 | +$8M |
| TDG - Transdigm Group | 15.27% | Add +32.8% | 82,673 | $1,427 | $118M | +20,434 | +$38M |
| AMZN - Amazon | 14.39% | Add +10.1% | 596,771 | $186.33 | $111M | +54,870 | +$6M |
| V - VISA · CL A | 14.34% | Add +83.7% | 402,969 | $274.95 | $111M | +183,640 | +$53M |
| MSFT - Microsoft | 14.04% | Add +10.3% | 252,144 | $430.30 | $108M | +23,490 | +$6M |
| CHTR - Charter Communications · CL A | 11.35% | Reduce −56.9% | 270,740 | $324.08 | $88M | −356,785 | −$100M |
| MCO - Moodys | 6.66% | Reduce −28.1% | 108,387 | $474.60 | $51M | −42,400 | −$12M |
| CP - Canadian Pacific | 3.48% | Hold | 314,734 | $85.54 | $27M | — | — |
| UNP - Union Pac | 2.38% | Hold | 74,500 | $246.48 | $18M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| 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 - MSCI Inc | 3.27% | Exit | 0 | $481.75 | $28M | −57,920 | −$28M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q3–2026 Q2