Institutional Fund
Triple Frond Partners LLC
San Francisco, CACIK 14545026 filings on record
Portfolio Value
$962.9K
Q1 2026
Holdings
12
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+0.1%
from $962.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Asml Holding N V16.3%
- Microsoft Corp13.6%
- Transdigm Group Inc12.8%
- Alphabet Inc10.5%
- Amazon Com Inc10.4%
- Mastercard Incorporated9.1%
- Other27.3%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Asml Holding N V | 118.9K | $157.1K | 16.3% | +12.1K | Added |
| 2 | Microsoft Corp | 352.5K | $130.5K | 13.6% | 0 | Held |
| 3 | Transdigm Group Inc | 106.5K | $123.5K | 12.8% | +2.6K | Added |
| 4 | Alphabet Inc | 353.5K | $101.4K | 10.5% | 0 | Held |
| 5 | Amazon Com Inc | 478.5K | $99.7K | 10.4% | 0 | Held |
| 6 | Mastercard Incorporated | 175.5K | $87.7K | 9.1% | +175.5K | New |
| 7 | Meta Platforms Inc | 117.6K | $67.3K | 7.0% | +20.3K | Added |
| 8 | Transunion | 817.8K | $56.6K | 5.9% | +266.7K | Added |
| 9 | Illumina Inc | 306.5K | $37.8K | 3.9% | −67.7K | Reduced |
| 10 | Live Nation Entertainment In | 234.8K | $35.8K | 3.7% | −21.1K | Reduced |
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