Filed: 2/13/2026ACC: 0001454502-26-000003
📋 What this filing means
TRIPLE FROND PARTNERS LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $962.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$962.2K
Total AUM (reported)
7.93M
Total Shares
Allocation by class
COM$590.1K61.3%
NY REG SHS$114.2K11.9%
CAP STK CL C$110.9K11.5%
CL A$96.4K10.0%
COM NEW$50.6K5.3%
Portfolio Concentration
Top 3$422.9K44.0%
4–10$470.7K48.9%
11–25$68.5K7.1%
Top 3 weight
44.0%
Top 10 weight
92.9%
Voting Authority Distribution
Total shares with voting rights: 7.93M
Sole
Full voting authority
7.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
MICROSOFT CORP
SOLEShares352.50K
TypeSH
Market value$170.5K
17.72%
Sole
352.50K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares103.89K
TypeSH
Market value$138.2K
14.36%
Sole
103.89K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares106.78K
TypeSH
Market value$114.2K
11.87%
Sole
106.78K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares353.46K
TypeSH
Market value$110.9K
11.53%
Sole
353.46K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares478.53K
TypeSH
Market value$110.5K
11.48%
Sole
478.53K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares97.38K
TypeSH
Market value$64.3K
6.68%
Sole
97.38K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares295.38K
TypeSH
Market value$50.6K
5.26%
Sole
295.38K
Shared
0.00
None
0.00
ILLUMINA INC COM
SOLEShares374.16K
TypeSH
Market value$49.1K
5.10%
Sole
374.16K
Shared
0.00
None
0.00
TRANSUNION COM
SOLEShares551.15K
TypeSH
Market value$47.3K
4.91%
Sole
551.15K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTION HOLDINGS INC
SOLEShares4.81M
TypeSH
Market value$38.2K
3.97%
Sole
4.81M
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares255.86K
TypeSH
Market value$36.5K
3.79%
Sole
255.86K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares153.72K
TypeSH
Market value$32.1K
3.34%
Sole
153.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 352.50K | SH | $170.5K 17.72% | 352.50K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 103.89K | SH | $138.2K 14.36% | 103.89K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | NY REG SHS | 106.78K | SH | $114.2K 11.87% | 106.78K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 353.46K | SH | $110.9K 11.53% | 353.46K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 478.53K | SH | $110.5K 11.48% | 478.53K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 97.38K | SH | $64.3K 6.68% | 97.38K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 295.38K | SH | $50.6K 5.26% | 295.38K | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 374.16K | SH | $49.1K 5.10% | 374.16K | 0.00 | 0.00 |
TRANSUNION COMSOLE | COM | 551.15K | SH | $47.3K 4.91% | 551.15K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTION HOLDINGS INCSOLE | COM | 4.81M | SH | $38.2K 3.97% | 4.81M | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 255.86K | SH | $36.5K 3.79% | 255.86K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 153.72K | SH | $32.1K 3.34% | 153.72K | 0.00 | 0.00 |