# Triple Frond Partners portfolio: Q2 2026 13F holdings

Triple Frond Partners: $1.1bn in 13 US holdings at Q2 2026, with buys and sells. Top: ASML Holding, Transdigm Group, Microsoft, Amazon.com, Alphabet.

In Q2 2026, Triple Frond Partners held 13 US-listed stocks worth $1.1bn. Its biggest move was buying Doordash (now 4.9% of the portfolio), followed by buying S&P Global (now 4.2% of the portfolio). It started 2 new positions and sold out of 1. Its largest holding is ASML Holding at 21%.

13F for the quarter ending 2026-06-30, filed 2026-08-13 ([filing](https://www.sec.gov/Archives/edgar/data/1454502/000145450226000007/0001454502-26-000007-index.htm)). $1.1bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| ASML Holding (ASML) | $237m | 21.1% | Unchanged | 16.3% |
| Transdigm Group (TDG) | $142m | 12.7% | Unchanged | 12.8% |
| Microsoft (MSFT) | $131m | 11.7% | Unchanged | 13.6% |
| Amazon.com (AMZN) | $103m | 9.2% | Trimmed -9.6% | 10.3% |
| Alphabet (GOOG) | $103m | 9.2% | Trimmed -17% | 10.5% |
| Mastercard (MA) | $90.1m | 8.0% | Unchanged | 9.1% |
| Meta Platforms (META) | $66.3m | 5.9% | Unchanged | 7.0% |
| TransUnion (TRU) | $59.0m | 5.3% | Unchanged | 5.9% |
| Doordash (DASH) | $55.4m | 4.9% | New | – |
| S&P Global (SPGI) | $47.5m | 4.2% | New | – |
| Live Nation Entertainment (LYV) | $36.3m | 3.2% | Trimmed -15% | 3.7% |
| CCC Intelligent Solutions Holdings (CCC) | $27.9m | 2.5% | Unchanged | 3.4% |
| Charter Communications (CHTR) | $21.9m | 1.9% | Unchanged | 3.5% |
| Illumina (ILMN) | – | – | Sold out | 3.9% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/triple-frond-partners). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.