Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 11
- +1 vs. Q2 2025
- Portfolio value
- $918.0M
- +$33.4M (+3.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 385,178 | $199.5M | 21.7% | −17,865−4.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 550,874 | $134.2M | 14.6% | −98,031−15.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 540,451 | $118.7M | 12.9% | +53,260+10.9% | Added | History |
| ASMLASML Holding NV | ADR | 111,470 | $107.9M | 11.8% | +32,170+40.6% | Added | History |
| TDGTransDigm Group INC | COM | 56,964 | $75.1M | 8.2% | −16,830−22.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 101,655 | $74.7M | 8.1% | −8,545−7.8% | Reduced | History |
| LRCXLam Research Corp | Stock | 427,890 | $57.3M | 6.2% | −278,725−39.4% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 160,480 | $44.1M | 4.8% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 390,600 | $37.1M | 4.0% | +390,600 | New | History |
| TRUTransUnion | COM | 430,470 | $36.1M | 3.9% | +430,470 | New | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 3,664,500 | $33.4M | 3.6% | +508,500+16.1% | Added | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.