Triple Frond Partners portfolio
Investment firm, San Francisco · 13F holdings for the quarter ended June 30, 2026
Filed with the SEC August 13, 2026 · Next filing due by November 14, 2026
Reported value
$1.1B
up from $962.9M in Q1 2026
Positions
13
12 last quarter
Top 10 holdings
92.3%
of the portfolio
This quarter
2 new · 1 sold
0 added to, 3 trimmed
What Triple Frond Partners did in Q2 2026
Triple Frond Partners opened new positions in DoorDash and S&P Global. It sold out of Illumina. ASML Holding is still the largest holding, at 21.1% of the portfolio.
Biggest buys
- DoorDash DASHNew
- S&P Global SPGINew
Biggest sells
- Illumina ILMNSold out
- Alphabet GOOG−18%
- Live Nation Entertainment LYV−16%
- Amazon AMZN−10%
Top 13 holdings
Values as reported in the 13F, not today’s prices| # | Company | Share of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|
| 1 | ASML HoldingASML | 21.1% | $236.6M | No change | Q1 2025 |
| 2 | TransDigm GroupTDG | 12.7% | $141.9M | No change | Q3 2024 or earlier |
| 3 | MicrosoftMSFT | 11.7% | $131.5M | No change | Q3 2024 or earlier |
| 4 | AmazonAMZN | 9.2% | $103.1M | −10% | Q3 2024 or earlier |
| 5 | AlphabetGOOG | 9.2% | $103.0M | −18% | Q3 2024 or earlier |
| 6 | MastercardMA | 8.0% | $90.1M | No change | Q1 2026 |
| 7 | Meta PlatformsMETA | 5.9% | $66.3M | No change | Q1 2025 |
| 8 | TransUnionTRU | 5.3% | $59.0M | No change | Q3 2025 |
| 9 | DoorDashDASH | 4.9% | $55.4M | New | Q2 2026 |
| 10 | S&P GlobalSPGI | 4.2% | $47.5M | New | Q2 2026 |
| 11 | Live Nation EntertainmentLYV | 3.2% | $36.3M | −16% | Q4 2025 |
| 12 | CCC Intelligent Solutions HoldingsCCC | 2.5% | $27.9M | No change | Q1 2025 |
| 13 | Charter CommunicationsCHTR | 2.0% | $21.9M | No change | Q3 2024 or earlier |
Every quarter’s holdings going back years, and what changed in each.Request early access to see the full portfolio →
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About this data
- What is a 13F?
- A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
- How current is it?
- Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
- Whose figures are these?
- The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
- What does it leave out?
- Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.