Portfolio (Quarterly) Guide ↗

Triple Frond Partners LLC

· CIK 0001454502

13F Portfolio $963M AUM 12 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LRCX	LAM RESEARCH CORP	Technology	295,377	$50.6M	5.25%	SOLD

Sector Allocation

Technology 37.1%

Industrials 20.9%

Communication Services 15.8%

Consumer Cyclical 11.6%

Financial Services 10.2%

Healthcare 4.4%