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Stuart McLaughlin / Charles PollnowDavid Schor

Triple Frond Partners Llc

Assets Managed
$962.895M
Holdings
12
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
0.08%(2Q avg: 2.45%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Triple Frond Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Triple Frond Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 962.895M in assets, with a quarterly growth rate of 0.08% and a 2-quarter average growth rate of 2.45%. The portfolio is managed by Stuart McLaughlin / Charles Pollnow, David Schor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Increased 11.37%
16.32%
$157.069M
118,917 shares@ $1320.83 avg price
MSFT
Microsoft Corp
Recent Activity
13.56%
$130.486M
352,504 shares@ $370.17 avg price
TDG
Transdigm Group Inc
Recent Activity
Increased 2.56%
12.83%
$123.48M
106,544 shares@ $1158.96 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
10.54%
$101.393M
353,459 shares@ $286.86 avg price
AMZN
Amazon.com Inc
Recent Activity
10.36%
$99.664M
478,534 shares@ $208.27 avg price
MA
Mastercard Inc - A
Recent Activity
New Position
9.11%
$87.676M
175,472 shares@ $499.66 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 20.8%
6.99%
$67.299M
117,628 shares@ $572.14 avg price
TRU
Transunion
Recent Activity
Increased 48.39%
5.88%
$56.586M
817,828 shares@ $69.2 avg price
ILMN
Illumina Inc
Recent Activity
Decreased -18.09%
3.93%
$37.774M
306,460 shares@ $123.26 avg price
LYV
Live Nation Entertainment In
Recent Activity
Decreased -8.24%
3.72%
$35.804M
234,765 shares@ $152.51 avg price

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