Triple Frond Partners LLC Holdings - 1Q26

As of March 31, 2026, Triple Frond Partners LLC reported 12 positions comprising 12 stocks worth $962.9M. The top 5 holdings represented 63.6% of the portfolio. During the quarter, the fund entered 1 new position and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.