Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 11 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $917,968,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Sep 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (21.73%), (GOOG) ALPHABET INC-CL C (14.62%), (AMZN) AMAZONCOM INC (12.93%), (ASML) ASML HOLDING NV-NY REG SHS (11.76%) and (TDG) TRANSDIGM GROUP INC (8.18%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $917M+
Period: 2025 Q3
Number of stock: 11
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
14.62%
550,874
$243.55
50.18% $365.76
$134,165,000
-15.11% (-98,031)
-2.60%
AMZN
AMAZONCOM INC
12.93%
540,451
$219.57
12.05% $246.03
$118,667,000
+10.93% (+53,260)
+1.27%
ASML
ASML HOLDING NV-NY REG SHS
11.76%
111,470
$968.09
-
$107,913,000
+40.57% (+32,170)
+3.39%
CCCS
CCC INTELLIGENT SOLUTIONS HO
3.64%
3,664,500
$9.11
-
$33,384,000
+16.11% (+508,500)
+0.50%
CHTR
CHARTER COMMUNICATIONS INC-A
4.81%
160,480
$275.11
51.97% $132.12
$44,149,000
ILMN
ILLUMINA INC
4.04%
390,600
$94.97
70.92% $162.32
$37,095,000
buy
+4.04%
LRCX
LAM RESEARCH CORP
6.24%
427,890
$133.90
-
$57,294,000
-39.45% (-278,725)
-4.07%
META
META PLATFORMS INC-CLASS A
8.13%
101,655
$734.38
19.25% $593.00
$74,653,000
-7.75% (-8,545)
-0.68%
MSFT
MICROSOFT CORP
21.73%
385,178
$517.95
19.55% $416.67
$199,503,000
-4.43% (-17,865)
-1.01%
TDG
TRANSDIGM GROUP INC
8.18%
56,964
$1,318.03
6.02% $1,238.74
$75,080,000
-22.81% (-16,830)
-2.42%
TRU
TRANSUNION
3.93%
430,470
$83.78
15.66% $70.66
$36,065,000
buy
+3.93%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
MCO
MOODY'S CORP
81,627
-4.46%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.