Triple Frond Partners as of June 30, 2025
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 22.7 | $201M | 403k | 497.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.0 | $115M | 649k | 177.39 | |
| TransDigm Group Incorporated (TDG) | 12.7 | $112M | 74k | 1520.64 | |
| Amazon (AMZN) | 12.1 | $107M | 487k | 219.39 | |
| Meta Platforms Cl A (META) | 9.2 | $81M | 110k | 738.09 | |
| Lam Research Corp Com New (LRCX) | 7.8 | $69M | 707k | 97.34 | |
| Charter Communications Inc N Cl A (CHTR) | 7.4 | $66M | 161k | 408.81 | |
| Asml Holding N V Ny Reg Shs (ASML) | 7.2 | $64M | 79k | 801.39 | |
| Moody's Corporation (MCO) | 4.6 | $41M | 82k | 501.59 | |
| Ccc Intelligent Solutions Holdings (CCC) | 3.4 | $30M | 3.2M | 9.41 |
