Triple Frond Partners LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$739.9M
Holdings
10
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 403,043 | $151.3M | 20.45% | |
| 2 | T7DTRANSDIGM GROUP INC | 92,144 | $127.5M | 17.23% | |
| 3 | GOOGALPHABET INC | 648,905 | $101.4M | 13.70% | |
| 4 | AMZNAMAZON.COM INC | 487,191 | $92.7M | 12.53% | |
| 5 | CHTRCHARTER COMMUNICATIONS INC N | 160,480 | $59.1M | 7.99% | |
| 6 | ASMLASML HOLDING N V | 79,300 | $52.5M | 7.10% | |
| 7 | LRCXLAM RESEARCH CORP | 706,615 | $51.4M | 6.94% | |
| 8 | METAMETA PLATFORMS INC | 76,750 | $44.2M | 5.98% | |
| 9 | MCOMOODYS CORP | 81,627 | $38.0M | 5.14% | |
| 10 | CCCCCC INTELLIGENT SOLUTION HOLDINGS INC | 2,415,000 | $21.8M | 2.95% |