Triple Frond Partners as of Dec. 31, 2025
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 | 353k | 483.62 | |
| TransDigm Group Incorporated (TDG) | 14.4 | $138M | 104k | 1329.85 | |
| Asml Holding N V Ny Reg Shs (ASML) | 11.9 | $114M | 107k | 1069.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.5 | $111M | 354k | 313.80 | |
| Amazon (AMZN) | 11.5 | $111M | 479k | 230.82 | |
| Meta Platforms Cl A (META) | 6.7 | $64M | 97k | 660.09 | |
| Lam Research Corp Com New (LRCX) | 5.3 | $51M | 295k | 171.18 | |
| Illumina (ILMN) | 5.1 | $49M | 374k | 131.16 | |
| Transunion (TRU) | 4.9 | $47M | 551k | 85.75 | |
| Ccc Intelligent Solutions Holdings (CCC) | 4.0 | $38M | 4.8M | 7.95 | |
| Live Nation Entertainment (LYV) | 3.8 | $37M | 256k | 142.50 | |
| Charter Communications Inc N Cl A (CHTR) | 3.3 | $32M | 154k | 208.75 |
