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Triple Frond Partners LLC

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13F filer, CIK 1454502, SAN FRANCISCO, CA

Triple Frond Partners LLC reported $962,895,000 across 12 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 93.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001454502-26-000005

Period
2026-03-31
Reported value
$963M
Holdings
12
Top 10 weight
93.18%
New
1
Sold out
1

Part of the filer group Triple Frond Partners LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MAnew+175,472$87.7M
TRUadded+266,675$18.5M
ASMLadded+12,139$16M
METAadded+20,252$11.6M
CCCadded+608,000$3.65M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LRCXexited-295,377-$50.6M
ILMNreduced-67,700-$8.34M
LYVreduced-21,093-$3.22M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001454502-26-000005, largest first. % of portfolio is the value over $962,895,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,300 shares; 2025Q2: 79,300 shares; 2025Q3: 111,470 shares; 2025Q4: 106,778 shares; 2026Q1: 118,917 shares 118,917$157M16.31%+12,139Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,144 shares; 2024Q4: 278,458 shares; 2025Q1: 403,043 shares; 2025Q2: 403,043 shares; 2025Q3: 385,178 shares; 2025Q4: 352,504 shares; 2026Q1: 352,504 shares 352,504$130M13.55%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,673 shares; 2024Q4: 79,754 shares; 2025Q1: 92,144 shares; 2025Q2: 73,794 shares; 2025Q3: 56,964 shares; 2025Q4: 103,894 shares; 2026Q1: 106,544 shares 106,544$123M12.82%+2,650Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836,850 shares; 2024Q4: 807,314 shares; 2025Q1: 648,905 shares; 2025Q2: 648,905 shares; 2025Q3: 550,874 shares; 2025Q4: 353,459 shares; 2026Q1: 353,459 shares 353,459$101M10.53%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596,771 shares; 2024Q4: 529,991 shares; 2025Q1: 487,191 shares; 2025Q2: 487,191 shares; 2025Q3: 540,451 shares; 2025Q4: 478,534 shares; 2026Q1: 478,534 shares 478,534$99.7M10.35%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,472 shares 175,472$87.7M9.11%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,750 shares; 2025Q2: 110,200 shares; 2025Q3: 101,655 shares; 2025Q4: 97,376 shares; 2026Q1: 117,628 shares 117,628$67.3M6.99%+20,252Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430,470 shares; 2025Q4: 551,153 shares; 2026Q1: 817,828 shares 817,828$56.6M5.88%+266,675Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390,600 shares; 2025Q4: 374,160 shares; 2026Q1: 306,460 shares 306,460$37.8M3.92%-67,700Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255,858 shares; 2026Q1: 234,765 shares 234,765$35.8M3.72%-21,093Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,740 shares; 2024Q4: 160,480 shares; 2025Q1: 160,480 shares; 2025Q2: 160,480 shares; 2025Q3: 160,480 shares; 2025Q4: 153,725 shares; 2026Q1: 153,725 shares 153,725$33.2M3.45%0Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,415,000 shares; 2025Q2: 3,156,000 shares; 2025Q3: 3,664,500 shares; 2025Q4: 4,805,036 shares; 2026Q1: 5,413,036 shares 5,413,036$32.5M3.37%+608,000Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LRCXLAM RESEARCH CORP295,377$50.6Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001454502-26-000005 base2026-05-15acceptance time not in the bulk data set