Triple Frond Partners — Portfolio & Holdings
Triple Frond Partners manages $1.12B across 13 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Triple Frond Partners |
|---|---|
| Assets Under Management (13F) | $1.12B |
| Number of Positions | 13 |
| Reporting Period | Q2 2026 |
Top Holdings
Triple Frond Partners's largest reported holdings: TDG, MSFT, AMZN, GOOG, MA, META, TRU, DASH, SPGI, LYV.
All 12 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 2 | TDG | TransDigm Group INC | 12.67% | $142M | Unchanged |
| 3 | MSFT | Microsoft | 11.74% | $131M | Unchanged |
| 4 | AMZN | Amazon | 9.20% | $103M | Reduced 9.64% |
| 5 | GOOG | Alphabet Inc. | 9.19% | $103M | Reduced 17.52% |
| 6 | MA | Mastercard Inc | 8.04% | $90.1M | Unchanged |
| 7 | META | Meta Platforms, Inc. | 5.91% | $66.3M | Unchanged |
| 8 | TRU | TransUnion | 5.27% | $59.0M | Unchanged |
| 9 | DASH | DoorDash, Inc. | 4.94% | $55.4M | New position |
| 10 | SPGI | S&P Global Inc. | 4.24% | $47.5M | New position |
| 11 | LYV | Live Nation Entertainment, Inc. | 3.24% | $36.3M | Reduced 15.55% |
| 12 | CCC | CCC Intelligent Solutions Holdings Inc. | 2.49% | $27.9M | Unchanged |
| 13 | CHTR | Charter Communications | 1.95% | $21.9M | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:50 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:50 UTC. This page is informational and not investment advice.
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