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
| MSFT - Microsoft | 20.45% | Add +44.7% | 403,043 | $375.39 | $151M | +124,585 | +$34M |
| TDG - Transdigm Group | 17.23% | Add +15.5% | 92,144 | $1,383 | $127M | +12,390 | +$26M |
| GOOG - Alphabet · CL C | 13.70% | Reduce −19.6% | 648,905 | $156.23 | $101M | −158,409 | −$52M |
| AMZN - Amazon | 12.53% | Reduce −8.1% | 487,191 | $190.26 | $93M | −42,800 | −$24M |
| CHTR - Charter Communications · CL A | 7.99% | Hold | 160,480 | $368.53 | $59M | — | — |
| ASML — | 7.10% | New | 79,300 | $662.64 | $53M | +79,300 | +$53M |
| LRCX - Lam Research | 6.94% | Add +38.1% | 706,615 | $72.70 | $51M | +194,850 | +$14M |
| META - Meta Platforms · CL A | 5.98% | New | 76,750 | $576.36 | $44M | +76,750 | +$44M |
| MCO - Moodys | 5.14% | Reduce −22.0% | 81,627 | $465.69 | $38M | −22,960 | −$11M |
| CCC - Ccc Intelligent Solution | 2.95% | New | 2,415,000 | $9.03 | $22M | +2,415,000 | +$22M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| V - VISA · CL A | 14.66% | Exit | 0 | $316.04 | $113M | −358,393 | −$113M |
| CP - Canadian Pacific | 3.79% | Exit | 0 | $72.37 | $29M | −404,369 | −$29M |
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