Triple Frond Partners LLC 13F: Quarter-over-Quarter Portfolio Changes
Triple Frond Partners LLC reported a disclosed portfolio value of approximately $1.1 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 16.4% quarter on quarter. Over the quarter, the family office initiated 2 new positions, trimmed 3 holdings, and exited 1 position.
Triple Frond Partners LLC's top buy was a new stake in Doordash INC (DASH) , equal to 4.9% of the disclosed portfolio. Its top sell was Illumina INC (ILMN) . The family office exited the position completely after it had accounted for 3.9% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| DOORDASH INC | DASH | 4.9% | History → |
| S&P GLOBAL INC | SPGI | 4.2% | History → |
Top SellsQ2 2026
The family office's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| ALPHABET INC | GOOG | -1.3% | 17.5% | History → |
| LIVE NATION ENTERTAINMENT IN | LYV | -0.5% | 15.5% | Holders → |
| AMAZON.COM INC | AMZN | -1.2% | 9.6% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ILLUMINA INC | ILMN | 3.9% |
Net Portfolio Value ChangeQ2 2026
- $1.0BPrior quarter
- $1.1BCurrent quarter
- +$0.2BNet delta
- +16.4%% change
Methodology & FAQ
How Triple Frond Partners LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Triple Frond Partners LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Triple Frond Partners LLC buy in Q2 2026?
In Q2 2026, Triple Frond Partners LLC initiated 2 new positions (DOORDASH INC (DASH), S&P GLOBAL INC (SPGI)).
What stocks did Triple Frond Partners LLC sell in Q2 2026?
In Q2 2026, Triple Frond Partners LLC fully sold 1 position (ILLUMINA INC (ILMN)); reduced holdings in ALPHABET INC (GOOG), LIVE NATION ENTERTAINMENT IN (LYV), AMAZON.COM INC (AMZN).
Which positions did Triple Frond Partners LLC initiate in Q2 2026?
Triple Frond Partners LLC established 2 new positions in Q2 2026: DOORDASH INC (DASH, 4.9%), S&P GLOBAL INC (SPGI, 4.2%).
Which existing positions saw the largest allocation increases for Triple Frond Partners LLC in Q2 2026?
Triple Frond Partners LLC reported no material allocation increases in existing positions in Q2 2026.
Which positions did Triple Frond Partners LLC fully exit in Q2 2026?
Triple Frond Partners LLC fully exited 1 position in Q2 2026: ILLUMINA INC (ILMN, last-reported weight 3.9%).
Which existing positions saw the largest allocation reductions for Triple Frond Partners LLC in Q2 2026?
Of 3 existing positions with share-count reductions in Q2 2026, the largest were: ALPHABET INC (GOOG, -1.3% weight, -17.5% shares), LIVE NATION ENTERTAINMENT IN (LYV, -0.5% weight, -15.5% shares), AMAZON.COM INC (AMZN, -1.2% weight, -9.6% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.