Triple Frond Partners LLC
SAN FRANCISCO CA · SEC CIK 0001454502
$11.20亿2026Q2 申报市值
13持仓数
92.3%前十大占比 · 第一大 21.1%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DASH 新建仓+$5,540.40万
SPGI 新建仓+$4,752.70万
2026Q2 卖出最多 按季末市值估算
ILMN 清仓-$3,777.40万
GOOG 减仓-$2,187.64万
AMZN 减仓-$1,099.08万
LYV 减仓-$668.41万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HOLDING N V | $2.37亿 | 21.11% | 118,917 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $1.42亿 | 12.67% | 106,544 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $1.31亿 | 11.74% | 352,504 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $1.03亿 | 9.20% | 432,420 | -46,114 | -9.6% | -$1,099.08万 | 减仓 |
| GOOG | ALPHABET INC | $1.03亿 | 9.19% | 291,544 | -61,915 | -17.5% | -$2,187.64万 | 减仓 |
| MA | MASTERCARD INC | $9,012.20万 | 8.04% | 175,472 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $6,625.90万 | 5.91% | 117,628 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION COM | $5,899.80万 | 5.27% | 817,828 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $5,540.40万 | 4.94% | 300,246 | 300,246 | — | $5,540.40万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $4,752.70万 | 4.24% | 116,700 | 116,700 | — | $4,752.70万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,630.40万 | 3.24% | 198,262 | -36,503 | -15.5% | -$668.41万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | $2,793.10万 | 2.49% | 5,413,036 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC N | $2,186.10万 | 1.95% | 153,725 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM | $0 | 0.00% | 0 | -306,460 | -100.0% | -$3,777.40万 | 清仓 |