SEC Form 13F

Triple Frond Partners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$1,120,470,000
Positions13

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ASML HOLDING N VASMLNY REG SHS$236,578,000118,917
TRANSDIGM GROUP INCTDGCOM$141,921,000106,544
MICROSOFT CORPMSFTCOM$131,491,000352,504
AMAZON.COM INCAMZNCOM$103,063,000432,420
ALPHABET INCGOOGCAP STK CL C$103,011,000291,544
MASTERCARD INCMACL A$90,122,000175,472
META PLATFORMS INCMETACL A$66,259,000117,628
TRANSUNION COMTRUCOM$58,998,000817,828
DOORDASH INCDASHCL A$55,404,000300,246
S&P GLOBAL INCSPGICOM$47,527,000116,700

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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