Triple Frond Partners LLC
13F filer · CIK 1454502 · San Francisco, CA
Summary
Triple Frond Partners LLC reported $1.12M across 13 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are ASML (21.1%), TDG (12.7%), MSFT (11.7%). Versus 2026 Q1, leaving options aside, it opened 2 new positions, added to 0, trimmed 3 and sold out of 1.
Reported value$1.12M
Positions13
Report period2026 Q2
FiledAug 13, 2026
New positions2
Added0
Trimmed3
Sold out1
Top 13 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 21.1%Value $236.6KPrice $1834Shares 119KSince Jun 30 +92106.44%
Weight 12.7%Value $141.9KPrice $1100Shares 107KSince Jun 30 +82464.26%
Weight 11.7%Value $131.5KPrice $508.96Shares 353KSince Jun 30 +136343.13%
Weight 9.2%Value $103.1KPrice $246.67Shares 432K -9.64%Since Jun 30 +103394.99%
Weight 9.2%Value $103.0KPrice $337.32Shares 292K -17.52%Since Jun 30 +95369.05%
Weight 8.0%Value $90.1KPrice $563.58Shares 175KSince Jun 30 +109631.82%
Weight 5.9%Value $66.3KPrice $738.79Shares 118KSince Jun 30 +131055.60%
Weight 5.3%Value $59.0KPrice $64.29Shares 818KSince Jun 30 +89018.55%
Weight 4.9%Value $55.4KPrice $187.10Shares 300KSince Jun 30 +101293.45%
Weight 4.2%Value $47.5KPrice $392.45Shares 117KSince Jun 30 +96264.00%
Weight 3.2%Value $36.3KPrice $171.09Shares 198K -15.55%Since Jun 30 +93335.01%
Weight 2.5%Value $27.9KPrice $6.58Shares 5.41MSince Jun 30 +127420.59%
Weight 2.0%Value $21.9KPrice $110.67Shares 154KSince Jun 30 +77722.36%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 21.1% | $236.6K | +92106.44% | — | Hold | |
| 12.7% | $141.9K | +82464.26% | — | Hold | |
| 11.7% | $131.5K | +136343.13% | — | Hold | |
| 9.2% | $103.1K | +103394.99% | -9.64% | Trim | |
| 9.2% | $103.0K | +95369.05% | -17.52% | Trim | |
| 8.0% | $90.1K | +109631.82% | — | Hold | |
| 5.9% | $66.3K | +131055.60% | — | Hold | |
| 5.3% | $59.0K | +89018.55% | — | Hold | |
| 4.9% | $55.4K | +101293.45% | — | New | |
| 4.2% | $47.5K | +96264.00% | — | New | |
| 3.2% | $36.3K | +93335.01% | -15.55% | Trim | |
| 2.5% | $27.9K | +127420.59% | — | Hold | |
| 2.0% | $21.9K | +77722.36% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.