---
title: Triple Frond (Triple Frond Partners LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/triple-frond
cik: 0001454502
quarter: 2026-06-30
filed: 2026-08-13
---
# Triple Frond — Triple Frond Partners LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026: 13 positions worth $1.1B. Against the quarter ended Mar 31, 2026: 2 bought, 0 added to, 8 unchanged, 3 reduced, 1 sold. The top five are 64% of the portfolio, the top ten 92%; 11 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| ASML | ASML HOLDING N V | 118,917 | $236.6M | 21.1% | held (0%) |
| TDG | TRANSDIGM GROUP INC | 106,544 | $141.9M | 12.7% | held (0%) |
| MSFT | MICROSOFT CORP | 352,504 | $131.5M | 11.7% | held (0%) |
| AMZN | AMAZON.COM INC | 432,420 | $103.1M | 9.2% | reduced (-10%) |
| GOOG | ALPHABET INC | 291,544 | $103.0M | 9.2% | reduced (-18%) |
| MA | MASTERCARD INC | 175,472 | $90.1M | 8.0% | held (0%) |
| META | META PLATFORMS INC | 117,628 | $66.3M | 5.9% | held (0%) |
| TRU | TRANSUNION COM | 817,828 | $59.0M | 5.3% | held (0%) |
| DASH | DOORDASH INC | 300,246 | $55.4M | 4.9% | bought |
| SPGI | S&P GLOBAL INC | 116,700 | $47.5M | 4.2% | bought |
| LYV | LIVE NATION ENTERTAINMENT IN | 198,262 | $36.3M | 3.2% | reduced (-16%) |
| CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 5,413,036 | $27.9M | 2.5% | held (0%) |
| CHTR | CHARTER COMMUNICATIONS INC N | 153,725 | $21.9M | 2.0% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| DASH | DOORDASH INC | 300,246 | 0 | bought | +$55.4M | $55.4M |
| SPGI | S&P GLOBAL INC | 116,700 | 0 | bought | +$47.5M | $47.5M |
| ILMN | ILLUMINA INC COM | 0 | 306,460 | sold | −$37.8M | $0 |
| GOOG | ALPHABET INC | 291,544 | 353,459 | reduced (-18%) | −$21.9M | $103.0M |
| AMZN | AMAZON.COM INC | 432,420 | 478,534 | reduced (-10%) | −$11.0M | $103.1M |
| LYV | LIVE NATION ENTERTAINMENT IN | 198,262 | 234,765 | reduced (-16%) | −$6.7M | $36.3M |

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Source: https://sweetvaluelab.com/investors/triple-frond (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.