The Analysis of Triple Frond Partners LLC's Holdings & P&L

Currently, Triple Frond Partners LLC holds 12 types of securities in its portfolio with a total value $962.9K. In the most recent quarter, they have increased their positions in MA (+175.5K shares, valued at $87.7K), TRU (+266.7K shares, valued at $18.5K), ASML (+12.1K shares, valued at $16.0K); decreased their positions in ILMN (-67.7K shares, valued at $8.3K), LYV (-21.1K shares, valued at $3.2K); initiated new positions in MA (+175.5K shares, valued at $87.7K).

1M P&L

+27.0M+2.88%

3M P&L

+35.6M+3.83%

HY P&L

-31.0M-3.11%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductor Equipment & Materials157.1K

18.2%

2Software - Infrastructure130.5K

15.1%

3Aerospace & Defense123.5K

14.3%

Top Industries by Stock Count

1Semiconductor Equipment & Materials1 stocks

9.1%

2Internet Retail1 stocks

9.1%

3Software - Application1 stocks

9.1%

Sponsored

ILMN ILLUMINA INC COM306.5K shares-18.09%2026-03-312026-05-15

LYV LIVE NATION ENTERTAINMENT IN234.8K shares-8.24%2026-03-312026-05-15

CHTR CHARTER COMMUNICATIONS INC N153.7K shares0.00%2026-03-312026-05-15

CCC CCC INTELLIGENT SOLUTION HOLDINGS INC5.4M shares12.65%2026-03-312026-05-15

ASML

ASML HOLDING N V

11.37%

Shares118.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.00%

Shares352.5K

Event2026-03-31

Filed2026-05-15

TDG

TRANSDIGM GROUP INC

2.55%

Shares106.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares353.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON.COM INC

0.00%

Shares478.5K

Event2026-03-31

Filed2026-05-15

MASTERCARD INC

New

Shares175.5K

Event2026-03-31

Filed2026-05-15