Portfolio (Quarterly) Guide ↗

Triple Frond Partners LLC

· CIK 0001454502

13F Portfolio $1M AUM 13 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ILMN	ILLUMINA INC COM	Healthcare	306,460	$37.8M	3.92%	SOLD

Sector Allocation

Technology 35.3%

Communication Services 25.2%

Industrials 17.9%

Financial Services 12.3%

Consumer Cyclical 9.2%