Filed: 5/15/2026ACC: 0001454502-26-000005
📋 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 $962.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$962.9K
Total AUM (reported)
8.63M
Total Shares
Allocation by class
COM$516.3K53.6%
CL A$188.2K19.5%
NY REG SHS$157.1K16.3%
CAP STK CL C$101.4K10.5%
Portfolio Concentration
Top 3$411.0K42.7%
4–10$486.2K50.5%
11–25$65.7K6.8%
Top 3 weight
42.7%
Top 10 weight
93.2%
Voting Authority Distribution
Total shares with voting rights: 8.63M
Sole
Full voting authority
8.63M
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:
ASML HOLDING N V
SOLEShares118.92K
TypeSH
Market value$157.1K
16.31%
Sole
118.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares352.50K
TypeSH
Market value$130.5K
13.55%
Sole
352.50K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares106.54K
TypeSH
Market value$123.5K
12.82%
Sole
106.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares353.46K
TypeSH
Market value$101.4K
10.53%
Sole
353.46K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares478.53K
TypeSH
Market value$99.7K
10.35%
Sole
478.53K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares175.47K
TypeSH
Market value$87.7K
9.11%
Sole
175.47K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares117.63K
TypeSH
Market value$67.3K
6.99%
Sole
117.63K
Shared
0.00
None
0.00
TRANSUNION COM
SOLEShares817.83K
TypeSH
Market value$56.6K
5.88%
Sole
817.83K
Shared
0.00
None
0.00
ILLUMINA INC COM
SOLEShares306.46K
TypeSH
Market value$37.8K
3.92%
Sole
306.46K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares234.76K
TypeSH
Market value$35.8K
3.72%
Sole
234.76K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares153.72K
TypeSH
Market value$33.2K
3.45%
Sole
153.72K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTION HOLDINGS INC
SOLEShares5.41M
TypeSH
Market value$32.5K
3.37%
Sole
5.41M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASML HOLDING N VSOLE | NY REG SHS | 118.92K | SH | $157.1K 16.31% | 118.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 352.50K | SH | $130.5K 13.55% | 352.50K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 106.54K | SH | $123.5K 12.82% | 106.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 353.46K | SH | $101.4K 10.53% | 353.46K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 478.53K | SH | $99.7K 10.35% | 478.53K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 175.47K | SH | $87.7K 9.11% | 175.47K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 117.63K | SH | $67.3K 6.99% | 117.63K | 0.00 | 0.00 |
TRANSUNION COMSOLE | COM | 817.83K | SH | $56.6K 5.88% | 817.83K | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 306.46K | SH | $37.8K 3.92% | 306.46K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 234.76K | SH | $35.8K 3.72% | 234.76K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 153.72K | SH | $33.2K 3.45% | 153.72K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTION HOLDINGS INCSOLE | COM | 5.41M | SH | $32.5K 3.37% | 5.41M | 0.00 | 0.00 |