Triple Frond Partners – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Triple Frond Partners in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| ILMN | 306,460 | $123.26 | Reduced | -18.09% | 3.92% | $37.77M | 2026 Q1 |
| LYV | 234,765 | $152.51 | Reduced | -8.24% | 3.72% | $35.8M | 2026 Q1 |
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