13F Insight
DOSSIER · 13F-HR · Q2 2026

Triple Frond Partners LLC

$1M in tracked AUM across 13 positions as of Q2 2026.

TF
CIK 0001454502 · last filed Jun 30, 2026
Total AUM
$1M
as of Q2 2026
Holdings
13
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Triple Frond Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
N07059210
ASML HOLDING N V
$237K119K21.1%02
TDG
TRANSDIGM GROUP INC
$142K107K12.7%03
MSFT
MICROSOFT CORP
$131K353K11.7%04
AMZN
AMAZON.COM INC
$103K432K9.2%05
GOOG
ALPHABET INC
$103K292K9.2%06
MA
MASTERCARD INC
$90K175K8.0%07
META
META PLATFORMS INC
$66K118K5.9%08
TRU
TRANSUNION COM
$59K818K5.3%09
DASH
DOORDASH INC
$55K300K4.9%10
SPGI
S&P GLOBAL INC
$48K117K4.2%

Filing history

2026Q2Jun 30
$1M▼ 99.9%
13 positionsView →2026Q1Mar 31
$963M▲ 0.1%
12 positionsView →2025Q4Dec 31
$962M▲ 123.6%
12 positionsView →2025Q3Sep 30
$430M▼ 24.6%
6 positionsView →2025Q2Jun 30
$571M▲ 204398.2%
10 positionsLocked2025Q1Mar 31
$279K▼ 63.9%
5 positionsLocked2024Q4Dec 31
$772K▼ 99.9%
9 positionsLocked2024Q3Sep 30
$773M▼ 9.3%
9 positionsLocked2024Q2Jun 30
$852M▼ 3.0%
11 positionsLocked2024Q1Mar 31
$879M▲ 104408.9%
11 positionsLocked2023Q4Dec 31
$841K▼ 99.9%
10 positionsLocked2023Q3Sep 30
$788M▲ 1.6%
10 positionsLocked
Showing 12 of 56