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Triple Frond Partners Portfolio

portfolio as of Q2 2026, filed Aug 13, 2026

Latest 13F filing: Q2 2026 (filed Aug 13, 2026). No newer filing yet.

How cheap is Triple Frond Partners's portfolio?

1 of 12 holdings are Undervalued or On Sale by our valuation (3% of the money).

Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 1 not valued.

This quarter's moves · vs Q1 2026

GOOGAlphabet Inc.283.93DecreasedOverpriced18% above fair value13.9% of portfolio · $103.0M · -18%
DASHDoorDash, Inc.179.67New positionFairly Valued6% below fair value7.5% of portfolio · $55.4M
SPGIS&P Global Inc.467.80New positionOverpriced21% above fair value6.4% of portfolio · $47.5M
ILMNIllumina, Inc.213.13Sold outOverpriced149% above fair value5.5% of portfolio · $37.8M
LYVLive Nation Entertainment, Inc.175.25DecreasedOverpriced45% above fair value4.9% of portfolio · $36.3M · -16%

Full portfolio

MSFTMicrosoft Corporation530.61Overpriced42% above fair value17.7% of portfolio · $131.5M
AMZNAmazon.com, Inc.259.30Overpriced74% above fair value13.9% of portfolio · $103.1M
GOOGAlphabet Inc.283.93Overpriced18% above fair value13.9% of portfolio · $103.0M
MAMastercard Incorporated652.70Overpriced53% above fair value12.1% of portfolio · $90.1M
METAMeta Platforms, Inc.610.15Overpriced31% above fair value8.9% of portfolio · $66.3M

Questions about Triple Frond Partners's portfolio

What does Triple Frond Partners own?

Triple Frond Partners's portfolio holds 13 stocks worth $742.3M at the end of Q2 2026. The largest positions are MSFT, AMZN, GOOG, MA and META.

What did Triple Frond Partners buy last quarter?

In Q2 2026, Triple Frond Partners opened 2 new positions (DASH and SPGI).

What did Triple Frond Partners sell?

In Q2 2026, Triple Frond Partners sold out of ILMN and trimmed GOOG and LYV.

Which of Triple Frond Partners's stocks are undervalued right now?

CHTR is Undervalued or On Sale by our valuation.

When is the next update?

Latest 13F filing: Q2 2026 (filed Aug 13, 2026). No newer filing yet.

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →