Triple Frond Partners' portfolio
In the Q2 2026 13F, filed August 13, 2026, Triple Frond Partners reported 13 US stock positions worth $1.1B. The largest was Asml Holding N V at 21.1% of the portfolio. New positions: DoorDash (DASH) and S&P Global (SPGI). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- DoorDashDASH$55M
- S&P GlobalSPGI$48M
Added to
None this quarter.
Trimmed
- Amazon.comAMZN$103M
- AlphabetGOOG$103M
Sold out
None this quarter.
Holdings
13 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Asml Holding N V | 21.11% | $237M | 118,917 | Held |
| Transdigm GroupTDG | 12.67% | $142M | 106,544 | Held |
| MicrosoftMSFT | 11.73% | $131M | 352,504 | Held |
| Amazon.comAMZN | 9.20% | $103M | 432,420 | Trimmed |
| AlphabetGOOG | 9.19% | $103M | 291,544 | Trimmed |
| MastercardMA | 8.04% | $90M | 175,472 | Held |
| Meta PlatformsMETA | 5.91% | $66M | 117,628 | Held |
| TransUnionTRU | 5.26% | $59M | 817,828 | Held |
| DoorDashDASH | 4.95% | $55M | 300,246 | New |
| S&P GlobalSPGI | 4.24% | $48M | 116,700 | New |
| Live Nation Entertainment In | 3.24% | $36M | 198,262 | Held |
| CCC Intelligent SolutionsCCC | 2.49% | $28M | 5,413,036 | Held |
| Charter CommunicationsCHTR | 1.95% | $22M | 153,725 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Triple Frond Partners own?
In the Q2 2026 13F, Triple Frond Partners reported 13 US stock positions worth $1.1B. The largest: Asml Holding N V 21.1%, Transdigm Group (TDG) 12.7%, Microsoft (MSFT) 11.7%, Amazon.com (AMZN) 9.2%, Alphabet (GOOG) 9.2%.
What did Triple Frond Partners buy last quarter?
In Q2 2026: new position in DoorDash (DASH); new position in S&P Global (SPGI).
What did Triple Frond Partners sell last quarter?
In Q2 2026: cut Amazon.com (AMZN); cut Alphabet (GOOG).
When is Triple Frond Partners's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.