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TRIPLE FROND PARTNERS LLC 13F portfolio summary

TRIPLE FROND PARTNERS LLC of TRIPLE FROND PARTNERS LLC has 13 current stock holdings with a reported portfolio value of $1.12B. The portfolio 1 year return is +17.22%. Top holdings include ASML (21.11%), TDG (12.67%), MSFT (11.74%), AMZN (9.20%), GOOG (9.19%).

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TRIPLE FROND PARTNERS LLC

TRIPLE FROND PARTNERS LLC
Latest filing: 2026-06-30

TRIPLE FROND PARTNERS LLC runs TRIPLE FROND PARTNERS LLC and currently holds 13 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.12B. Their top holdings are ASML, TDG, MSFT, AMZN, GOOG. The top five represent 63.9% of reported portfolio weight. TRIPLE FROND PARTNERS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRIPLE FROND PARTNERS LLC initiated 2 new positions. They trimmed 3 positions. Their current best-performing preview position is ASML with returns of +50.62%.

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Top 5 Holdings
ASML21.1%
TDG12.7%
MSFT11.7%
AMZN9.2%
GOOG9.2%
Top 5: 63.9%
Portfolio Returns
1 Year
+17.22%
#0/1000
3 Year
+73.90%
#0/1000
5 Year
+57.67%
#0/1000

Portfolio Value

$1.12B

Alpha Score

50.0

#0 of 1000

Holdings

13

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13 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ASML
ASML HOLDING N V
21.11%$808.98$1,763.76+118.02%
Held
TDG
TRANSDIGM GROUP INC
12.67%$1,008.37$1,200.42+19.05%
Held
MSFT
MICROSOFT CORP
11.74%$294.06$483.24+64.33%
Held
AMZN
AMAZON.COM INC
9.20%$145.10$258.63+78.24%
Trimmed
-9.64%
GOOG
ALPHABET INC
9.19%$80.28$341.75+325.70%
Trimmed
-17.52%
MA
MASTERCARD INC
8.04%$499.66$580.56+16.19%
Held
META
META PLATFORMS INC
5.91%$616.27$549.90-10.77%
Held
TRU
TRANSUNION COM
5.27%$79.31$84.64+6.72%
Held
DASH
DOORDASH INC
4.94%$184.53$223.49+21.11%
New Buy
SPGI
S&P GLOBAL INC
4.24%$385.21$431.03+11.89%
New Buy

Showing 1-10 of 13