SEC 13F Intelligence

Triple Frond Partners LLC / MA

Triple Frond Partners LLC’s Mastercard Incorporated Position

Does Triple Frond Partners LLC own Mastercard Incorporated (MA)? Yes — 175.5K shares worth $88M (+9.11% of its 13F portfolio) as of Q1 2026, down from 199.4K shares the prior filed quarter.

Position Value
$88M
Q1 2026
Shares
175.5K
% of Portfolio
+9.11%
Quarters Held
8
currently held

Position History MA

Reported value by quarter
Q1 ’19: $64MQ1 ’19Q2 ’19: $72MQ2 ’19Q3 ’19: $74MQ3 ’19Q4 ’19: $70MQ4 ’19Q1 ’20: $67MQ1 ’20Q2 ’20: $82MQ2 ’20Q3 ’20: $67MQ3 ’20Q1 ’26: $88MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026175.5K$88M+9.11%
Q3 2020199.4K$67M+5.72%
Q2 2020277.5K$82M+7.91%
Q1 2020277.5K$67M+7.47%
Q4 2019235.0K$70M+6.04%
Q3 2019271.3K$74M+7.06%
Q2 2019271.3K$72M+7.26%
Q1 2019271.3K$64M+7.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triple Frond Partners LLC’s full portfolio or all institutional holders of MA.