Triple Frond Partners LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
13
Total value ($000)
$1,120,470
Net value change ($000)
+157,575 (16.4%)
New positions
2
Sold out positions
1
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ASML 79,509 50.6%
DASH 55,404 NEW
SPGI 47,527 NEW
TDG 18,441 14.9%
AMZN 3,399 3.4%
MA 2,446 2.8%
TRU 2,412 4.3%
GOOGL 1,618 1.6%
MSFT 1,005 0.8%
LYV 500 1.4%
Top Reduces (Value $000, Stocks/ETFs)
ILMN -37,774 -100.0%
CHTR -11,325 -34.1%
CCC -4,547 -14.0%
META -1,040 -1.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type