Triple Frond Partners LLC Holdings - 2Q26

As of June 30, 2026, Triple Frond Partners LLC reported 13 positions comprising 13 stocks worth $1.1B. The top 5 holdings represented 63.9% of the portfolio. During the quarter, the fund entered 2 new positions and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.