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Triple Frond Partners 13F Holdings & Portfolio Activity

Review Triple Frond Partners's current 13F holdings, portfolio weights, historical transactions, and position-level price context.

Triple Frond Partners Top Current Holdings

Triple Frond Partners's largest current 13F holdings indexed by Finoriq. Latest period 2026-03-31. Latest filing 2026-05-15. Reported value $962.9M.

RankHoldingValuePortfolioLatest Filing
1ASMLASML HOLDING N VNY REG SHS | N07059210$157.1M16.3%2026-05-15
2MSFTMICROSOFT CORPCOM | 594918104$130.5M13.6%2026-05-15
3TDGTRANSDIGM GROUP INCCOM | 893641100$123.5M12.8%2026-05-15
4GOOGALPHABET INCCAP STK CL C | 02079K107$101.4M10.5%2026-05-15
5AMZNAMAZON.COM INCCOM | 023135106$99.7M10.4%2026-05-15
6MAMASTERCARD INCCL A | 57636Q104$87.7M9.1%2026-05-15
7METAMETA PLATFORMS INCCL A | 30303M102$67.3M7.0%2026-05-15
8TRUTRANSUNION COMCOM | 89400J107$56.6M5.9%2026-05-15
9ILMNILLUMINA INC COMCOM | 452327109$37.8M3.9%2026-05-15
10LYVLIVE NATION ENTERTAINMENT INCOM | 538034109$35.8M3.7%2026-05-15
11CHTRCHARTER COMMUNICATIONS INC NCL A | 16119P108$33.2M3.4%2026-05-15
12CCCCCC INTELLIGENT SOLUTION HOLDINGS INCCOM | 12510Q100$32.5M3.4%2026-05-15

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