Triple Frond PartnersSuperinvestor
About Triple Frond Partners’s 13F portfolio
Triple Frond Partners is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Triple Frond Partners reported $963K across 12 US-listed positions (). Its largest position is ASML HOLDING N V (ASML) at 16% of the reported book, and its ten biggest holdings make up 93% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  ASML ASML HOLDING N V | $1,655.26 −5.80% | 16% | 119K | $157K |
| 2 |  MSFT MICROSOFT CORP | $389.10 +1.94% | 14% | 353K | $130K |
| 3 |  TDG TRANSDIGM GROUP INC | $1,286.27 +4.01% | 13% | 107K | $123K |
| 4 |  GOOG ALPHABET INC | $326.57 +2.34% | 11% | 353K | $101K |
| 5 |  AMZN AMAZON.COM INC | $231.39 −0.31% | 10% | 479K | $100K |
| 6 |  MA MASTERCARD INC | $551.71 +2.23% | 9.1% | 175K | $88K |
| 7 |  META META PLATFORMS INC | $593.87 −0.22% | 7.0% | 118K | $67K |
| 8 |  TRU TRANSUNION COM | $77.24 +0.95% | 5.9% | 818K | $57K |
| 9 |  ILMN ILLUMINA INC COM | $189.47 −2.38% | 3.9% | 306K | $38K |
| 10 |  LYV LIVE NATION ENTERTAINMENT IN | $179.40 +1.22% | 3.7% | 235K | $36K |
| 11 |  CHTR CHARTER COMMUNICATIONS INC N | $131.61 +6.73% | 3.4% | 154K | $33K |
| 12 |  CCC CCC INTELLIGENT SOLUTION HOLDINGS INC | $5.97 +2.58% | 3.4% | 5.4M | $32K |
Showing the 12 largest positions reported in this 13F.
Tiles are sized by portfolio weight and coloured by sector; the “est.” figure on each tile is the estimated dividend- and split-adjusted return since the first reported quarter — not the manager’s profit or cost basis.
“Est. return” = estimated dividend/split-adjusted return since the first reported quarter — not the manager’s profit or cost basis.
- Technology33%
- Communication Services25%
- Financial Services15%
- Industrials13%
- Consumer Cyclical10%
- Healthcare3.9%
How this return is calculated
Estimated dividend- and split-adjusted return from the end of the first consecutive reported quarter in which the current holding appears in Bullish Whales’ 13F history, through the manager’s latest reported quarter. Current disclosed holdings only. Start dates differ by holding, changes in position size are not modeled, and positions no longer reported are excluded. Not the manager’s cost basis, purchase date, realized profit or loss, live performance, or portfolio performance.
- AddedASMLASML HOLDING N V+11.4%$157K
- AddedTDGTRANSDIGM GROUP INC+2.6%$123K
- NewMAMASTERCARD INC—$88K
- AddedMETAMETA PLATFORMS INC+20.8%$67K
- AddedTRUTRANSUNION COM+48.4%$57K
- AddedCCCCCC INTELLIGENT SOLUTION HOLDINGS INC+12.7%$32K
- ReducedILMNILLUMINA INC COM−18.1%$38K
- ReducedLYVLIVE NATION ENTERTAINMENT IN−8.2%$36K
- SoldLRCXLAM RESEARCH CORP−100%—
Reading Triple Frond Partners’s 13F portfolio
Triple Frond Partners’s $963K 13F book is spread across 12 reported positions and is highly concentrated — its ten largest positions alone are 93% of the portfolio. A book this concentrated means a small group of names drives most of its performance. Its five largest positions are ASML, MSFT, TDG, GOOG and AMZN, led by ASML HOLDING N V (ASML) at 16% of the portfolio. The heaviest sector exposure is Technology (33%), then Communication Services (25%).
What Triple Frond Partners changed last quarter
Between 2025-12-31 and Q1 2026, Triple Frond Partners was a net buyer: it opened 1 new positions and added to 5 more, while trimming 2 and closing 1 outright. Against a 12-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was ASML HOLDING N V (ASML), and its biggest reduction was ILLUMINA INC COM (ILMN).
What a 13F does and doesn’t reveal
A 13F captures only Triple Frond Partners’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Triple Frond Partners is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Triple Frond Partners's profile on this page is built directly from those filings.
How current is the 13F data on Triple Frond Partners's page?
It reflects Triple Frond Partners's most recently filed 13F, currently the quarter ending Q1 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Triple Frond Partners files its next quarterly report, this page refreshes automatically.
Can I see Triple Frond Partners's complete list of holdings?
This page highlights Triple Frond Partners's largest positions rather than all 12 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Triple Frond Partners's filings.
Does a 13F show everything Triple Frond Partners owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Triple Frond Partners's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Triple Frond Partners made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.