Hedge fund
Triple Frond Partners
Holdings as of Q1 2026
Quarter
Q1-2026
Market value
$962.9M
Positions
12
Concentration
12 positions
Concentrated
ASML16%
MSFT14%
TDG13%
GOOG11%
AMZN10%
MA9%
META7%
TRU6%
ILMN4%
LYV4%
CHTR3%
CCC3%
Top 564%
Top 1093%
| Holding | Weightshares held per quarter · hover for change | Q/Q change | Value | |
|---|---|---|---|---|
| 1 | ASML HOLDING N VASML | 16.31% | ↗Added 11.37% | 118.9K shares · $1320.83 $157.1M |
| 2 | MICROSOFT CORPMSFT | 13.55% | 352.5K shares · $370.17 $130.5M | |
| 3 | TRANSDIGMTDG | 12.82% | ↗Added 2.55% | 106.5K shares · $1158.96 $123.5M |
| 4 | ALPHABETGOOG | 10.53% | 353.5K shares · $286.86 $101.4M | |
| 5 | AMAZON COMAMZN | 10.35% | 478.5K shares · $208.27 $99.7M | |
| 6 | MASTERCARD INCORPORATEDMA | 9.11% | ↗Buy | 175.5K shares · $499.66 $87.7M |
| 7 | META PLATFORMSMETA | 6.99% | ↗Added 20.80% | 117.6K shares · $572.13 $67.3M |
| 8 | TRANSUNIONTRU | 5.88% | ↘Reduced 1.08% | 817.8K shares · $69.19 $56.6M |
| 9 | IlluminaILMN | 3.92% | ↘Reduced 18.09% | 306.5K shares · $123.26 $37.8M |
| 10 | LIVE NATION ENTERTAINMENT INLYV | 3.72% | ↘Reduced 8.24% | 234.8K shares · $152.51 $35.8M |
| 11 | CHARTER COMMUNICATIONS NCHTR | 3.45% | 153.7K shares · $215.88 $33.2M | |
| 12 | CCC INTELLIGENT SOLUTIONS HLCCC | 3.37% | ↗Added 12.65% | 5.4M shares · $6.00 $32.5M |
| 12 positions | 100.00% | $962.9M |