Triple Frond Partners LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$918.0M
Holdings
11
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 385,178 | $199.5M | 21.73% | |
| 2 | GOOGALPHABET INC | 550,874 | $134.2M | 14.62% | |
| 3 | AMZNAMAZON.COM INC | 540,451 | $118.7M | 12.93% | |
| 4 | ASMLASML HOLDING N V | 111,470 | $107.9M | 11.76% | |
| 5 | T7DTRANSDIGM GROUP INC | 56,964 | $75.1M | 8.18% | |
| 6 | METAMETA PLATFORMS INC | 101,655 | $74.7M | 8.13% | |
| 7 | LRCXLAM RESEARCH CORP | 427,890 | $57.3M | 6.24% | |
| 8 | CHTRCHARTER COMMUNICATIONS INC N | 160,480 | $44.1M | 4.81% | |
| 9 | ILMNILLUMINA INC COM | 390,600 | $37.1M | 4.04% | |
| 10 | TRUTRANSUNION COM | 430,470 | $36.1M | 3.93% | |
| 11 | CCCCCC INTELLIGENT SOLUTION HOLDINGS INC | 3,664,500 | $33.4M | 3.64% |