Triple Frond Partners LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$962.2M
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 352,504 | $170.5M | 17.72% | |
| 2 | T7DTRANSDIGM GROUP INC | 103,894 | $138.2M | 14.36% | |
| 3 | ASMLASML HOLDING N V | 106,778 | $114.2M | 11.87% | |
| 4 | GOOGALPHABET INC | 353,459 | $110.9M | 11.53% | |
| 5 | AMZNAMAZON.COM INC | 478,534 | $110.5M | 11.48% | |
| 6 | METAMETA PLATFORMS INC | 97,376 | $64.3M | 6.68% | |
| 7 | LRCXLAM RESEARCH CORP | 295,377 | $50.6M | 5.26% | |
| 8 | ILMNILLUMINA INC COM | 374,160 | $49.1M | 5.10% | |
| 9 | TRUTRANSUNION COM | 551,153 | $47.3M | 4.91% | |
| 10 | CCCCCC INTELLIGENT SOLUTION HOLDINGS INC | 4,805,036 | $38.2M | 3.97% | |
| 11 | LYVLIVE NATION ENTERTAINMENT IN | 255,858 | $36.5M | 3.79% | |
| 12 | CHTRCHARTER COMMUNICATIONS INC N | 153,725 | $32.1M | 3.34% |