Triple Frond Partners LLC

SAN FRANCISCO, CA · CIK 1454502 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySan Francisco, CA

$1.1bn reported value +16.4% vs Q1 2026

13positions

92.3%in top 10

2 new 0 added 3 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Hawk Hill Capital Partners LP – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	118,917	$236.6m21.11%	21.11%	Unchanged
2	TRANSDIGM GROUP INC COM TDG	TDG	106,544	$141.9m12.67%	12.67%	Unchanged
3	MICROSOFT CORP COM MSFT	MSFT	352,504	$131.5m11.74%	11.74%	Unchanged
4	AMAZON COM INC COM AMZN	AMZN	432,420	$103.1m9.20%	9.20%	Reduced -46.1k	-46,114 -9.6%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	291,544	$103.0m9.19%	9.19%	Reduced -61.9k	-61,915 -17.5%
6	MASTERCARD INCORPORATED CL A MA	MA	175,472	$90.1m8.04%	8.04%	Unchanged
7	META PLATFORMS INC CL A META	META	117,628	$66.3m5.91%	5.91%	Unchanged
8	TRANSUNION COM TRU	TRU	817,828	$59.0m5.27%	5.27%	Unchanged
9	DOORDASH INC CL A DASH	DASH	300,246	$55.4m4.94%	4.94%	New
10	S&P GLOBAL INC COM SPGI	SPGI	116,700	$47.5m4.24%	4.24%	New
11	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	198,262	$36.3m3.24%	3.24%	Reduced -36.5k	-36,503 -15.6%
12	CCC INTELLIGENT SOLUTIONS HL COM CCC	CCC	5,413,036	$27.9m2.49%	2.49%	Unchanged
13	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	153,725	$21.9m1.95%	1.95%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ILLUMINA INC ILMN	ILMN	306,460	$37.8m306.5k shares