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) | 21.2 | $121M | 403k | 300.30 | |
| Meta Platforms Cl A (META) | 12.0 | $69M | 110k | 622.90 | |
| Amazon (AMZN) | 10.8 | $62M | 487k | 126.69 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.2 | $58M | 649k | 89.61 | |
| Asml Holding N V Ny Reg Shs (ASML) | 9.7 | $55M | 79k | 695.50 | |
| Lam Research Corp Com New (LRCX) | 9.4 | $54M | 707k | 75.83 | |
| TransDigm Group Incorporated (TDG) | 9.0 | $51M | 74k | 694.79 | |
| Charter Communications Inc N Cl A (CHTR) | 7.7 | $44M | 161k | 274.13 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 5.2 | $30M | 3.2M | 9.48 | |
| Moody's Corporation (MCO) | 4.8 | $27M | 82k | 334.42 |
