Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 10
- +1 vs. Q4 2024
- Portfolio value
- $739.9M
- −$32.5M (−4.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 403,043 | $151.3M | 20.4% | +124,585+44.7% | Added | History |
| TDGTransDigm Group INC | COM | 92,144 | $127.5M | 17.2% | +12,390+15.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 648,905 | $101.4M | 13.7% | −158,409−19.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 487,191 | $92.7M | 12.5% | −42,800−8.1% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 160,480 | $59.1M | 8.0% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 79,300 | $52.5M | 7.1% | +79,300 | New | History |
| LRCXLam Research Corp | Stock | 706,615 | $51.4M | 6.9% | +194,850+38.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 76,750 | $44.2M | 6.0% | +76,750 | New | History |
| MCOMoodys Corp | Stock | 81,627 | $38.0M | 5.1% | −22,960−22.0% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 2,415,000 | $21.8M | 2.9% | +2,415,000 | New | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.