Triple Frond Partners
Latest statistics and disclosures from Triple Frond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOG, AMZN, ASML, TDG, and represent 69.21% of Triple Frond Partners's stock portfolio.
- Added to shares of these 5 stocks: ILMN (+$37M), TRU (+$36M), ASML (+$31M), AMZN (+$12M), CCCS.
- Started 2 new stock positions in ILMN, TRU.
- Reduced shares in these 6 stocks: MCO (-$41M), LRCX (-$37M), GOOG (-$24M), TDG (-$22M), MSFT (-$9.3M), META (-$6.3M).
- Sold out of its position in MCO.
- Triple Frond Partners was a net seller of stock by $-19M.
- Triple Frond Partners has $918M in assets under management (AUM), dropping by 3.77%.
- Central Index Key (CIK): 0001454502
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Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 21.7 | $200M | -4% | 385k | 517.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 14.6 | $134M | -15% | 551k | 243.55 |
|
| Amazon (AMZN) | 12.9 | $119M | +10% | 541k | 219.57 |
|
| Asml Holding N V Ny Reg Shs (ASML) | 11.8 | $108M | +40% | 112k | 968.09 |
|
| TransDigm Group Incorporated (TDG) | 8.2 | $75M | -22% | 57k | 1318.03 |
|
| Meta Platforms Cl A (META) | 8.1 | $75M | -7% | 102k | 734.38 |
|
| Lam Research Corp Com New (LRCX) | 6.2 | $57M | -39% | 428k | 133.90 |
|
| Charter Communications Inc N Cl A (CHTR) | 4.8 | $44M | 161k | 275.11 |
|
|
| Illumina (ILMN) | 4.0 | $37M | NEW | 391k | 94.97 |
|
| Transunion (TRU) | 3.9 | $36M | NEW | 431k | 83.78 |
|
| Ccc Intelligent Solutions Holdings (CCCS) | 3.6 | $33M | +16% | 3.7M | 9.11 |
|
Past Filings by Triple Frond Partners
SEC 13F filings are viewable for Triple Frond Partners going back to 2010
- Triple Frond Partners 2025 Q3 filed Nov. 14, 2025
- Triple Frond Partners 2025 Q2 restated filed Aug. 15, 2025
- Triple Frond Partners 2025 Q2 filed Aug. 13, 2025
- Triple Frond Partners 2025 Q1 filed May 14, 2025
- Triple Frond Partners 2024 Q4 filed Feb. 11, 2025
- Triple Frond Partners 2024 Q3 filed Nov. 13, 2024
- Triple Frond Partners 2024 Q2 filed Aug. 14, 2024
- Triple Frond Partners 2024 Q1 filed May 14, 2024
- Triple Frond Partners 2023 Q4 filed Feb. 14, 2024
- Triple Frond Partners 2023 Q3 filed Nov. 14, 2023
- Triple Frond Partners 2023 Q2 filed Aug. 8, 2023
- Triple Frond Partners 2023 Q1 filed May 12, 2023
- Triple Frond Partners 2022 Q4 filed Feb. 8, 2023
- Triple Frond Partners 2022 Q3 filed Nov. 10, 2022
- Triple Frond Partners 2022 Q2 filed Aug. 15, 2022
- Triple Frond Partners 2022 Q1 filed May 12, 2022