Portfolio (Quarterly) Guide ↗

Triple Frond Partners

· 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 33.2%

Communication Services 24.7%

Industrials 18.7%

Consumer Cyclical 10.4%

Financial Services 9.1%

Healthcare 3.9%