Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 15, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 10
- 0 vs. Q1 2025
- Portfolio value
- $884.6M
- +$144.7M (+19.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 403,043 | $200.5M | 22.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 648,905 | $115.1M | 13.0% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 73,794 | $112.2M | 12.7% | −18,350−19.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 487,191 | $106.9M | 12.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 110,200 | $81.3M | 9.2% | +33,450+43.6% | Added | History |
| LRCXLam Research Corp | Stock | 706,615 | $68.8M | 7.8% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 160,480 | $65.6M | 7.4% | 00.0% | Unchanged | History |
| ASMLASML Holding NV | ADR | 79,300 | $63.5M | 7.2% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 81,627 | $40.9M | 4.6% | 00.0% | Unchanged | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 3,156,000 | $29.7M | 3.4% | +741,000+30.7% | Added | History |