Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 12
- +1 vs. Q3 2025
- Portfolio value
- $962.2M
- +$44.2M (+4.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 352,504 | $170.5M | 17.7% | −32,674−8.5% | Reduced | History |
| TDGTransDigm Group INC | COM | 103,894 | $138.2M | 14.4% | +46,930+82.4% | Added | History |
| ASMLASML Holding NV | ADR | 106,778 | $114.2M | 11.9% | −4,692−4.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 353,459 | $110.9M | 11.5% | −197,415−35.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 478,534 | $110.5M | 11.5% | −61,917−11.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 97,376 | $64.3M | 6.7% | −4,279−4.2% | Reduced | History |
| LRCXLam Research Corp | Stock | 295,377 | $50.6M | 5.3% | −132,513−31.0% | Reduced | History |
| ILMNIllumina, Inc. | COM | 374,160 | $49.1M | 5.1% | −16,440−4.2% | Reduced | History |
| TRUTransUnion | COM | 551,153 | $47.3M | 4.9% | +120,683+28.0% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 4,805,036 | $38.2M | 4.0% | +1,140,536+31.1% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 255,858 | $36.5M | 3.8% | +255,858 | New | History |
| CHTRCharter Communications, Inc. | CL A | 153,725 | $32.1M | 3.3% | −6,755−4.2% | Reduced | History |