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TRIPLE FROND PARTNERS LLC

13-F Portfolio Value: $962.90 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 93.18%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ILMN	ILLUMINA INC COM	3.92%	306,460	$37,774,000	-67,700	-18.09%	$123.26	13F
LYV	LIVE NATION ENTERTAINMENT IN	3.72%	234,765	$35,804,000	-21,093	-8.24%	$152.51	13F