Triple Frond Partners LLC — 13F holdings

Triple Frond Partners LLC reported 13 holdings worth $1.12B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. ASML ASML HOLDING N V — $237M (21.1%)
2. TDG TRANSDIGM GROUP INC — $142M (12.7%)
3. MSFT MICROSOFT CORP — $131M (11.7%)
4. AMZN AMAZON COM INC — $103M (9.2%)
5. GOOG ALPHABET INC — $103M (9.2%)
6. MA MASTERCARD INCORPORATED — $90.1M (8.0%)
7. META META PLATFORMS INC — $66.3M (5.9%)
8. TRU TRANSUNION — $59.0M (5.3%)
9. DASH DOORDASH INC — $55.4M (4.9%)
10. SPGI S&P GLOBAL INC — $47.5M (4.2%)