Triple Frond Partners
Triple Frond Partners
| Stock 12 | % of Portfolio Weight of this holding as a percentage of the total portfolio | Value Total dollar value of the position (shares x price) | Shares Number of shares held | Reported Price Price per share as reported in the SEC filing | Recent Activity Activity in the most recent 13F filing with percentage change | Current Price within 52W Range Current stock price positioned within the 52-week high/low range | +/- Reported Price Percentage change from the filing reported price to the current price. Green = gain, Red = loss |
|---|---|---|---|---|---|---|---|
 M MSFT Microsoft | 17.75% | $170.00K | 352,504 | $0.48 | Reduce 8.48% | $373.46 $351.87 $539.83 | +77338.91% |
 T TDG TRANSDIGM GROUP INC | 14.40% | $138.00K | 103,894 | $1.33 | Add 82.39% | $1,167 $1,133 $1,517 | +87758.19% |
 A ASML ASML HOLDING N V | 11.90% | $114.00K | 106,778 | $1.07 | Reduce 4.21% | $1,317 $590.20 $1,527 | +123278.23% |
 A GOOG Alphabet Class C | 11.48% | $110.00K | 353,459 | $0.31 | Reduce 35.84% | $294.46 $146.08 $344.66 | +94517.76% |
 A AMZN Amazon.com | 11.48% | $110.00K | 478,534 | $0.23 | Reduce 11.46% | $209.77 $167.32 $254.00 | +91156.43% |
 M META Meta Platforms, Inc. | 6.68% | $64.00K | 97,376 | $0.66 | Reduce 4.21% | $574.46 $483.15 $788.15 | +87304.09% |
 L LRCX Lam Research Corporation | 5.22% | $50.00K | 295,377 | $0.17 | Reduce 30.97% | $218.44 $58.66 $249.18 | +128944.30% |
 I ILMN Illumina Inc. | 5.11% | $49.00K | 374,160 | $0.13 | Reduce 4.21% | $127.38 $70.30 $153.95 | +97166.33% |
 T TRU TransUnion | 4.91% | $47.00K | 551,153 | $0.09 | Add 28.04% | $69.32 $65.76 $98.78 | +81189.20% |
 C CCCS CCC Intel Solutions | 3.97% | $38.00K | 4,805,036 | $0.01 | Add 31.12% | — | -100.00% |
 L LYV Live Nation Entertainment, Inc. | 3.76% | $36.00K | 255,858 | $0.14 | Buy | $155.75 $118.81 $174.06 | +110594.12% |
 C CHTR Charter Communications, Inc. | 3.34% | $32.00K | 153,725 | $0.21 | Reduce 4.21% | $219.79 $182.81 $427.25 | +105485.06% |
News about Triple Frond Partners's top holdings
Frequently Asked Questions
What stocks does Triple Frond Partners own in 2026?
As of Q1 2026, Triple Frond Partners's Triple Frond Partners holds 12 stocks worth $958.00K. The largest position is MSFT. Data from SEC 13F filing dated 2026-02-13 00:00:00.000Z.
What did Triple Frond Partners buy and sell recently?
View the Activity tab above to see which positions Triple Frond Partners added, increased, decreased, or sold in Q1 2026. The activity data comes from comparing consecutive 13F filings.
What is Triple Frond Partners's top stock holding?
The largest position is MSFT. Triple Frond Partners's Triple Frond Partners holds 12 total positions worth $958.00K. Visit the holdings table above to see the complete portfolio ranked by position size.
What sectors does Triple Frond Partners invest in?
Triple Frond Partners's portfolio of 12 stocks is diversified across multiple sectors. The portfolio is most concentrated in the Technology sector. The sector chart above shows the full allocation breakdown by portfolio value.
What is Triple Frond Partners's investment strategy?
Triple Frond Partners manages Triple Frond Partners using a value investment approach. The portfolio currently holds 12 positions with total assets of $958.00K. The portfolio is most concentrated in the Technology sector.
What is Triple Frond Partners's portfolio worth in 2026?
Triple Frond Partners's Triple Frond Partners manages $958.00K in disclosed 13F holdings across 12 positions as of Q1 2026. This represents the total market value of equity positions reported to the SEC.
How often does Triple Frond Partners update portfolio holdings?
Triple Frond Partners's Triple Frond Partners files 13F reports with the SEC quarterly. The most recent filing is dated 2026-02-13 00:00:00.000Z, covering holdings as of Q1 2026. New data appears within 24 hours of each filing.
How do I track Triple Frond Partners's portfolio changes over time?
Use the Activity tab to compare Triple Frond Partners's holdings across quarters. You can see new positions, additions, reductions, and exits for each quarter going back multiple years. The data comes from Triple Frond Partners's SEC 13F filings.