Triple Frond Partners LLC: S&P GLOBAL INC (SPGI): Quarterly 13F Position History
As of Q2 2026, Triple Frond Partners LLC reported 116,700 shares of S&P GLOBAL INC (SPGI), worth $47.5M and representing 4.2% of its 13F equity book. Quarter-over-quarter share count change: + 116,700 (re-initiated) . The position first appeared in Q1 2020 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.
- 116,700Shares Held (Latest Filing)
- $47.5MReported Market Value (Latest Filing)
- 4.2%Portfolio Weight (% of 13F Equity Book)
- +116,700Quarter-over-Quarter Share Change
- +$47.5MQuarter-over-Quarter Value Change
- 116,700Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 116,700 | +116,700 | – | $47.5M | 4.2% | $407.3 |
| Q1 2026 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2020 | 0 | 28,100 | -100.0% | $0 | 0.0% | – |
| Q3 2020 | 28,100 | 0 | – | $10.1M | 0.9% | $360.6 |
| Q2 2020 | 28,100 | 0 | – | $9.3M | 0.9% | $329.5 |
| Q1 2020 | 28,100 | – | – | $6.9M | 0.8% | $245.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Triple Frond Partners LLC first disclose a SPGI position in 13F-HR filings?
Triple Frond Partners LLC first reported S&P GLOBAL INC (SPGI) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 26 reported quarters within Pactolio's tracked window.
What was Triple Frond Partners LLC's most recent quarter-over-quarter share-count change in SPGI?
Between Q1 2026 and Q2 2026, Triple Frond Partners LLC added 116,700 shares of SPGI (re-initiated), bringing the total reported position to 116,700 shares at a market value of $47.5M.
Does the implied price-per-share represent Triple Frond Partners LLC's cost basis in SPGI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.