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TF
Triple Frond Partners
Triple Frond Partners
Periodo
Q1 2026
Valore portafoglio
$962.9M
Titoli
12
Attività
6 acquisti · 2 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | ASML HOLDING N V | 16.31% | Add 11.37% | 118,917 | $157.1M |
| 2 | MSFT MICROSOFT CORP | 13.55% | — | 352,504 | $130.5M |
| 3 | TDG TRANSDIGM GROUP INC | 12.82% | Add 2.55% | 106,544 | $123.5M |
| 4 | GOOG ALPHABET INC | 10.53% | — | 353,459 | $101.4M |
| 5 | AMZN AMAZON.COM INC | 10.35% | — | 478,534 | $99.7M |
| 6 | MA MASTERCARD INC | 9.11% | Buy | 175,472 | $87.7M |
| 7 | META META PLATFORMS INC | 6.99% | Add 20.8% | 117,628 | $67.3M |
| 8 | TRU TRANSUNION COM | 5.88% | Add 48.38% | 817,828 | $56.6M |
| 9 | ILMN ILLUMINA INC COM | 3.92% | Reduce 18.09% | 306,460 | $37.8M |
| 10 | LYV LIVE NATION ENTERTAINMENT IN | 3.72% | Reduce 8.24% | 234,765 | $35.8M |
| 11 | CHTR CHARTER COMMUNICATIONS INC N | 3.45% | — | 153,725 | $33.2M |
| 12 | CCC CCC INTELLIGENT SOLUTION HOLDINGS | 3.37% | Add 12.65% | 5,413,036 | $32.5M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.