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Triple Frond Partners LLC Top Holdings and 13F Report (2025)

About Triple Frond Partners LLC

Investment Activity

  • Triple Frond Partners LLC has $570.78 thousand in total holdings as of June 30, 2025.
  • Triple Frond Partners LLC owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 4.88% of the portfolio was purchased this quarter.
  • About 2.23% of the portfolio was sold this quarter.
  • This quarter, Triple Frond Partners LLC has purchased 10 new stocks and bought additional shares in 2 stocks.
  • Triple Frond Partners LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft
$121,032
Amazon.com
$61,724
Alphabet
$58,148
ASML
$55,153

Largest Purchases this Quarter

Meta Platforms
33,450 shares (about $20.84K)
CCC Intelligent Solutions
741,000 shares (about $7.03K)

Largest Sales this Quarter

Transdigm Group
18,350 shares (about $12.75K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTriple Frond Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$121,0320.0%403,04321.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$68,644$20,836 43.6%110,20012.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$61,7240.0%487,19110.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$58,1480.0%648,90510.2%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$55,1530.0%79,3009.7%Computer and Technology
LAM RESEARCH CORP
$53,5810.0%706,6159.4%COM NEW
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$51,271$12,749 -19.9%73,7949.0%Aerospace
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$43,9920.0%160,4807.7%Consumer Discretionary
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$29,932$7,028 30.7%3,156,0005.2%Computer and Technology
Moody's Corporation stock logo
MCO
Moody's
$27,2980.0%81,6274.8%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data