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 | 17.72% | Reduce −8.5% | 352,504 | $483.62 | $170M | −32,674 | −$29M |
| TDG - Transdigm Group | 14.36% | Add +82.4% | 103,894 | $1,330 | $138M | +46,930 | +$63M |
| ASML — | 11.87% | Reduce −4.2% | 106,778 | $1,070 | $114M | −4,692 | +$6M |
| GOOG - Alphabet · CL C | 11.53% | Reduce −35.8% | 353,459 | $313.80 | $111M | −197,415 | −$23M |
| AMZN - Amazon | 11.48% | Reduce −11.5% | 478,534 | $230.82 | $110M | −61,917 | −$8M |
| META - Meta Platforms · CL A | 6.68% | Reduce −4.2% | 97,376 | $660.09 | $64M | −4,279 | −$10M |
| LRCX - Lam Research | 5.26% | Reduce −31.0% | 295,377 | $171.18 | $51M | −132,513 | −$7M |
| ILMN - Illumina | 5.10% | Reduce −4.2% | 374,160 | $131.16 | $49M | −16,440 | +$12M |
| TRU - Transunion | 4.91% | Add +28.0% | 551,153 | $85.75 | $47M | +120,683 | +$11M |
| CCC - Ccc Intelligent Solution | 3.97% | Add +31.1% | 4,805,036 | $7.95 | $38M | +1,140,536 | +$5M |
| LYV - Live Nation | 3.79% | New | 255,858 | $142.50 | $36M | +255,858 | +$36M |
| CHTR - Charter Communications · CL A | 3.34% | Reduce −4.2% | 153,725 | $208.75 | $32M | −6,755 | −$12M |
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