Triple Frond Partners as of March 31, 2025
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 20.4 | $151M | 403k | 375.39 | |
| TransDigm Group Incorporated (TDG) | 17.2 | $128M | 92k | 1383.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.7 | $101M | 649k | 156.23 | |
| Amazon (AMZN) | 12.5 | $93M | 487k | 190.26 | |
| Charter Communications Inc N Cl A (CHTR) | 8.0 | $59M | 161k | 368.53 | |
| Asml Holding N V Ny Reg Shs (ASML) | 7.1 | $53M | 79k | 662.64 | |
| Lam Research Corp Com New (LRCX) | 6.9 | $51M | 707k | 72.70 | |
| Meta Platforms Cl A (META) | 6.0 | $44M | 77k | 576.36 | |
| Moody's Corporation (MCO) | 5.1 | $38M | 82k | 465.69 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 2.9 | $22M | 2.4M | 9.03 |
