Triple Frond Partners LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MASTERCARD INC(MA) | 0 | 175,472 | +175,472 | 0 | 87,676 | 9.11% | +87,676 |
| ASML HOLDING N V N Y REGISTRY SHS | 106,778 | 118,917 | +12,139 | 114,238 | 157,069 | 16.31% | +42,831 |
| TRANSUNION COM(TRU) | 551,153 | 817,828 | +266,675 | 47,261 | 56,586 | 5.88% | +9,325 |
| META PLATFORMS INC(META) | 97,376 | 117,628 | +20,252 | 64,277 | 67,299 | 6.99% | +3,022 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 153,725 | 153,725 | 0 | 32,090 | 33,186 | 3.45% | +1,096 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 255,858 | 234,765 | -21,093 | 36,460 | 35,804 | 3.72% | -656 |
| CCC INTELLIGENT SOLUTION HOLDINGS INC(CCC) | 4,805,036 | 5,413,036 | +608,000 | 38,200 | 32,478 | 3.37% | -5,722 |
| ALPHABET INC(GOOG) | 353,459 | 353,459 | 0 | 110,915 | 101,393 | 10.53% | -9,522 |
| AMAZON.COM INC(AMZN) | 478,534 | 478,534 | 0 | 110,455 | 99,664 | 10.35% | -10,791 |
| ILLUMINA INC COM(ILMN) | 374,160 | 306,460 | -67,700 | 49,075 | 37,774 | 3.92% | -11,301 |
| TRANSDIGM GROUP INC(TDG) | 103,894 | 106,544 | +2,650 | 138,163 | 123,480 | 12.82% | -14,683 |
| MICROSOFT CORP(MSFT) | 352,504 | 352,504 | 0 | 170,478 | 130,486 | 13.55% | -39,992 |
| LAM RESEARCH CORP(LRCX) | 295,377 | 0 | -295,377 | 50,563 | 0 | — | -50,563 |