Triple Frond Partners – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Triple Frond Partners during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| ASML | 118,917 | $1320.83 | Increased | 11.37% | 16.31% | $157.07M | 2026 Q1 |
| TDG | 106,544 | $1158.96 | Increased | 2.55% | 12.82% | $123.48M | 2026 Q1 |
| MA | 175,472 | $499.66 | Buy | 100.00% | 9.10% | $87.68M | 2026 Q1 |
| META | 117,628 | $572.13 | Increased | 20.80% | 6.99% | $67.3M | 2026 Q1 |
| TRU | 817,828 | $69.19 | Increased | 48.38% | 5.88% | $56.59M | 2026 Q1 |
| CCC | 5,413,036 | $6 | Increased | 12.65% | 3.37% | $32.48M | 2026 Q1 |
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