Triple Frond Partners as of Sept. 30, 2025
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 | 385k | 517.95 | |
| Alphabet Cap Stk Cl C (GOOG) | 14.6 | $134M | 551k | 243.55 | |
| Amazon (AMZN) | 12.9 | $119M | 541k | 219.57 | |
| Asml Holding N V Ny Reg Shs (ASML) | 11.8 | $108M | 112k | 968.09 | |
| TransDigm Group Incorporated (TDG) | 8.2 | $75M | 57k | 1318.03 | |
| Meta Platforms Cl A (META) | 8.1 | $75M | 102k | 734.38 | |
| Lam Research Corp Com New (LRCX) | 6.2 | $57M | 428k | 133.90 | |
| Charter Communications Inc N Cl A (CHTR) | 4.8 | $44M | 161k | 275.11 | |
| Illumina (ILMN) | 4.0 | $37M | 391k | 94.97 | |
| Transunion (TRU) | 3.9 | $36M | 431k | 83.78 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 3.6 | $33M | 3.7M | 9.11 |
