Triple Frond Partners
Latest statistics and disclosures from Triple Frond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, TDG, ASML, GOOG, AMZN, and represent 66.96% of Triple Frond Partners's stock portfolio.
- Added to shares of these 4 stocks: TDG (+$62M), LYV (+$37M), TRU (+$10M), CCC (+$9.1M).
- Started 1 new stock position in LYV.
- Reduced shares in these 8 stocks: GOOG (-$62M), LRCX (-$23M), MSFT (-$16M), AMZN (-$14M), ASML (-$5.0M), META, ILMN, CHTR.
- Triple Frond Partners was a net seller of stock by $-7.9M.
- Triple Frond Partners has $962M in assets under management (AUM), dropping by 4.82%.
- Central Index Key (CIK): 0001454502
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Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 17.7 | $171M | -8% | 353k | 483.62 |
|
| TransDigm Group Incorporated (TDG) | 14.4 | $138M | +82% | 104k | 1329.85 |
|
| Asml Holding N V Ny Reg Shs (ASML) | 11.9 | $114M | -4% | 107k | 1069.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 11.5 | $111M | -35% | 354k | 313.80 |
|
| Amazon (AMZN) | 11.5 | $111M | -11% | 479k | 230.82 |
|
| Meta Platforms Cl A (META) | 6.7 | $64M | -4% | 97k | 660.09 |
|
| Lam Research Corp Com New (LRCX) | 5.3 | $51M | -30% | 295k | 171.18 |
|
| Illumina (ILMN) | 5.1 | $49M | -4% | 374k | 131.16 |
|
| Transunion (TRU) | 4.9 | $47M | +28% | 551k | 85.75 |
|
| Ccc Intelligent Solutions Holdings (CCC) | 4.0 | $38M | +31% | 4.8M | 7.95 |
|
| Live Nation Entertainment (LYV) | 3.8 | $37M | NEW | 256k | 142.50 |
|
| Charter Communications Inc N Cl A (CHTR) | 3.3 | $32M | -4% | 154k | 208.75 |
|
Past Filings by Triple Frond Partners
SEC 13F filings are viewable for Triple Frond Partners going back to 2010
- Triple Frond Partners 2025 Q4 filed Feb. 13, 2026
- 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