Triple Frond Partners - Triple Frond Partners

Portfolio

$1.12 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


ASML	ASMLASML HOLDING N V	21.11%		118,917	$1,989.44	$236.58 M	$1,698.30	-14.63%
TDG	TDGTRANSDIGM GROUP INC	12.67%		106,544	$1,332.04	$141.92 M	$1,207.06	-9.38%
MSFT	MSFTMICROSOFT CORP	11.74%		352,504	$373.02	$131.49 M	$495.63	+32.87%
AMZN	AMZNAMAZON.COM INC	9.20%	Reduce 9.64%	432,420	$238.34	$103.06 M	$256.78	+7.74%
GOOG	GOOGALPHABET INC	9.19%	Reduce 17.52%	291,544	$353.33	$103.01 M	$335.45	-5.06%
MA	MAMASTERCARD INC	8.04%		175,472	$513.60	$90.12 M	$569.19	+10.82%
META	METAMETA PLATFORMS INC	5.91%		117,628	$563.29	$66.26 M	$648.03	+15.04%
TRU	TRUTRANSUNION COM	5.27%		817,828	$72.14	$59.00 M	$84.50	+17.13%
DASH	DASHDOORDASH INC	4.94%	Buy	300,246	$184.53	$55.40 M	$201.95	+9.44%
SPGI	SPGIS&P GLOBAL INC	4.24%	Buy	116,700	$407.26	$47.53 M	$410.71	+0.85%
LYV	LYVLIVE NATION ENTERTAINMENT IN	3.24%	Reduce 15.55%	198,262	$183.11	$36.30 M	$169.26	-7.56%
—	CCC INTELLIGENT SOLUTION HOLDINGS INC	2.49%		5,413,036	$5.16	$27.93 M	—	—
—	CHARTER COMMUNICATIONS INC N	1.95%		153,725	$142.21	$21.86 M	—	—

13 Einträge