Triple Frond Partners LLC
CIK: 0001454502SEC EDGAR →
Portfolio Value
$962.2M
Holdings
12
As of
Q4 2025
New Positions
11
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 352,504 | $170.5M | 17.72% |
| 2 | TRANSDIGM GROUP INC | 103,894 | $138.2M | 14.36% |
| 3 | ASML HOLDING N V | 106,778 | $114.2M | 11.87% |
| 4 | ALPHABET INC | 353,459 | $110.9M | 11.53% |
| 5 | AMAZON.COM INC | 478,534 | $110.5M | 11.48% |
| 6 | META PLATFORMS INC | 97,376 | $64.3M | 6.68% |
| 7 | LAM RESEARCH CORP | 295,377 | $50.6M | 5.26% |
| 8 | ILLUMINA INC COM | 374,160 | $49.1M | 5.10% |
| 9 | TRANSUNION COM | 551,153 | $47.3M | 4.91% |
| 10 | CCC INTELLIGENT SOLUTION HOLDINGS INC | 4,805,036 | $38.2M | 3.97% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 4 | $373.5M | 38.8% |
| Communication Services | 4 | $243.7M | 25.3% |
| Unknown | 1 | $138.2M | 14.4% |
| Consumer Cyclical | 1 | $110.5M | 11.5% |
| Healthcare | 1 | $49.1M | 5.1% |
| Industrials | 1 | $47.3M | 4.9% |