What stocks does Triple Frond Partners own?

As of Q2 2026, Triple Frond Partners reported 13 positions with a combined 13F value of $1.1B. Its largest stock positions are ASML ($236.6M), TDG ($141.9M) and MSFT ($131.5M).

How often does Triple Frond Partners update its portfolio?

Triple Frond Partners files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 13, 2026. The next one is due by Nov 16, 2026.

What does Triple Frond Partners's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Triple Frond Partners's portfolio data come from?

From the 13F filings Triple Frond Partners makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Triple Frond Partners LLC

Return history

Last 4 years · filing-date model

$100,000 to $242,881

$100,000 in SPY: $223,387.

Total return

+143%

Annualized (4Y CAGR)

+24.8%

vs SPY

+2.6 pts/yr

Moves a year

Avg hold

2.2 years

18 filings · quarters -2.4% to +13.6%

All time

+592% since Jul 12, 2013

Fund size $1B today

Oct 15, 2022 to Oct 14, 2026 · min. 83% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New DASH and exited ILMN in Q2 2026.

$1.1B in this filing13 positions

Holdings as of Jun 30, 2026. Filed Aug 13, 2026.

Share change vs Mar 31

1ASMLAsml Holding N V21.11%
$236.6M - 119K shares-
2TDGTransdigm Group Inc12.67%
$141.9M - 107K shares-
3MSFTMicrosoft Corp11.74%
$131.5M - 353K shares-
4AMZNAmazon.com Inc9.20%
$103.1M - 432K shares-9.6%
5GOOGAlphabet Inc9.19%
$103.0M - 292K shares-17.5%
6MAMastercard Inc8.04%
$90.1M - 175K shares-
7METAMeta Platforms Inc5.91%
$66.3M - 118K shares-
8TRUTransunion Com5.27%
$59.0M - 818K shares-

#	Stock				At Jun 30	Now
1	ASMLAsml Holding N V	21.11%	$236.6M	-	$1989.44	$1657.44 -16.7%
2	TDGTransdigm Group Inc	12.67%	$141.9M	-	$1332.04	$1109.77 -16.7%
3	MSFTMicrosoft Corp	11.74%	$131.5M	-	$373.02	$539.44 +44.6%
4	AMZNAmazon.com Inc	9.20%	$103.1M	-9.6%	$238.34	$254.76 +6.9%
5	GOOGAlphabet Inc	9.19%	$103.0M	-17.5%	$353.33	$344.91 -2.4%
6	MAMastercard Inc	8.04%	$90.1M	-	$513.60	$616.32 +20.0%
7	METAMeta Platforms Inc	5.91%	$66.3M	-	$563.29	$736.72 +30.8%
8	TRUTransunion Com	5.27%	$59.0M	-	$72.14	$66.94 -7.2%

5 more on a paid plan

Unlock the full portfolio and quarterly changes.

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What is missing

Top 10 concentration: 92%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

Common questions

What stocks does Triple Frond Partners own?: As of Q2 2026, Triple Frond Partners reported 13 positions with a combined 13F value of $1.1B. Its largest stock positions are ASML ($236.6M), TDG ($141.9M) and MSFT ($131.5M).
How often does Triple Frond Partners update its portfolio?: Triple Frond Partners files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 13, 2026. The next one is due by Nov 16, 2026.
What does Triple Frond Partners's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Triple Frond Partners's portfolio data come from?: From the 13F filings Triple Frond Partners makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.