First seen by DFX
Sep 12, 2026
date not stated
Triple Frond Partners LLC files Form 13F (non_adviser_filer, $962,175 in 12 positions)
First seen by DFX
Sep 12, 2026
date not stated
Triple Frond Partners LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Triple Frond Partners LLC reported $962,895,000 across 12 13(f) positions for the quarter ended 2026-03-31
Triple Frond Partners LLC opened a $87,676,000 position in Mastercard Inc (175,472 shares)
Triple Frond Partners LLC increased Transunion Com 551,153 -> 817,828 shares ($47,261,000 -> $56,586,000)
Triple Frond Partners LLC exited LAM Research Corp (was $50,563,000, 295,377 shares)
Triple Frond Partners LLC reported $962,175,000 across 12 13(f) positions for the quarter ended 2025-12-31
Triple Frond Partners LLC reduced Alphabet Inc 550,874 -> 353,459 shares ($134,165,000 -> $110,915,000)
Triple Frond Partners LLC increased CCC Intelligent Solution Holdings Inc 3,664,500 -> 4,805,036 shares ($33,384,000 -> $38,200,000)
Triple Frond Partners LLC reduced LAM Research Corp 427,890 -> 295,377 shares ($57,294,000 -> $50,563,000)
Triple Frond Partners LLC opened a $36,460,000 position in Live Nation Entertainment in (255,858 shares)
Triple Frond Partners LLC increased Transdigm Group Inc 56,964 -> 103,894 shares ($75,080,000 -> $138,163,000)
Triple Frond Partners LLC increased Transunion Com 430,470 -> 551,153 shares ($36,065,000 -> $47,261,000)
Triple Frond Partners LLC reported $917,968,000 across 11 13(f) positions for the quarter ended 2025-09-30
Triple Frond Partners LLC increased Asml Holding N V 79,300 -> 111,470 shares ($63,550,000 -> $107,913,000)
Triple Frond Partners LLC opened a $37,095,000 position in Illumina Inc Com (390,600 shares)
Triple Frond Partners LLC reduced LAM Research Corp 706,615 -> 427,890 shares ($68,782,000 -> $57,294,000)
Triple Frond Partners LLC opened a $36,065,000 position in Transunion Com (430,470 shares)
Triple Frond Partners LLC exited Moodys Corp (was $40,943,000, 81,627 shares)
Triple Frond Partners LLC reported $884,602,000 across 10 13(f) positions for the quarter ended 2025-06-30
Triple Frond Partners LLC increased CCC Intelligent Solution Holdings Inc 2,415,000 -> 3,156,000 shares ($21,807,000 -> $29,698,000)
Triple Frond Partners LLC increased Meta Platforms Inc 76,750 -> 110,200 shares ($44,236,000 -> $81,337,000)
Triple Frond Partners LLC reported $739,947,000 across 10 13(f) positions for the quarter ended 2025-03-31
Triple Frond Partners LLC exited Canadian Pacific Kansas City (was $29,264,000, 404,369 shares)
Triple Frond Partners LLC exited Visa Inc (was $113,266,000, 358,393 shares)
Triple Frond Partners LLC opened a $21,807,000 position in CCC Intelligent Solution Holdings Inc (2,415,000 shares)
Triple Frond Partners LLC increased LAM Research Corp 511,765 -> 706,615 shares ($36,965,000 -> $51,371,000)
Triple Frond Partners LLC opened a $44,236,000 position in Meta Platforms Inc (76,750 shares)
Triple Frond Partners LLC increased Microsoft Corp 278,458 -> 403,043 shares ($117,370,000 -> $151,298,000)
Triple Frond Partners LLC opened a $52,547,000 position in Asml Holding N V (79,300 shares)
Triple Frond Partners LLC reported $772,472,000 across 9 13(f) positions for the quarter ended 2024-12-31