Triple Frond Partners LLC
CIK: 0001454502Latest portfolio: $962.2M · Q4 2025
Holdings
12
Total Value
$962.2M
New Positions
1
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 352,504 | $170.5M | 17.72% | -32,674 | |
| 2 | T7DTRANSDIGM GROUP INC | 103,894 | $138.2M | 14.36% | +47K | |
| 3 | ASMLASML HOLDING N V | 106,778 | $114.2M | 11.87% | -4,692 | |
| 4 | GOOGALPHABET INC | 353,459 | $110.9M | 11.53% | -197,415 | |
| 5 | AMZNAMAZON.COM INC | 478,534 | $110.5M | 11.48% | -61,917 | |
| 6 | METAMETA PLATFORMS INC | 97,376 | $64.3M | 6.68% | -4,279 | |
| 7 | LRCXLAM RESEARCH CORP | 295,377 | $50.6M | 5.26% | -132,513 | |
| 8 | ILMNILLUMINA INC COM | 374,160 | $49.1M | 5.10% | -16,440 | |
| 9 | TRUTRANSUNION COM | 551,153 | $47.3M | 4.91% | +121K | |
| 10 | CCCCCC INTELLIGENT SOLUTION HOLDINGS INC | 4,805,036 | $38.2M | 3.97% | +1.1M | |
| 11 | LYVLIVE NATION ENTERTAINMENT IN | 255,858 | $36.5M | 3.79% | NEW | |
| 12 | CHTRCHARTER COMMUNICATIONS INC N | 153,725 | $32.1M | 3.34% | -6,755 |
Quarterly Changes
New Positions
- LYVNEW$36.5M
Closed Positions
No closed positions this quarter
Sector Breakdown
Technology0.0% ($1704781142385.1T)
Communication Services0.0% ($110915642773.6T)
Unknown0.0% ($138.2M)
Consumer Cyclical0.0% ($110.5M)
Healthcare0.0% ($49.1M)
Industrials0.0% ($47.3M)
Filing History
Fund Information
Triple Frond Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $962.2M across 12 holdings. The largest position is MICROSOFT CORP (MSFT), representing 17.7% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.