Triple Frond Partners - Triple Frond Partners
Portfolio
$1.12 B
Positionen
13
Stichtag
2026-06-30
Quartal
Q2 2026
| ASML HOLDING N V | 21.11% | |
| TRANSDIGM GROUP INC | 12.67% | |
| MICROSOFT CORP | 11.74% | |
| AMAZON.COM INC | 9.20% | Reduce 9.64% |
| ALPHABET INC | 9.19% | Reduce 17.52% |
| MASTERCARD INC | 8.04% | |
| META PLATFORMS INC | 5.91% | |
| TRANSUNION COM | 5.27% | |
| DOORDASH INC | 4.94% | Buy |
| S&P GLOBAL INC | 4.24% | Buy |
| LIVE NATION ENTERTAINMENT IN | 3.24% | Reduce 15.55% |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | 2.49% | |
| CHARTER COMMUNICATIONS INC N | 1.95% |
13 Einträge