What Triple Frond Partners bought and sold in Q2 2025

In Q2 2025, Triple Frond Partners (Triple Frond Partners) added to 2. The book stood at $571M across 10 positions, filed Aug 15, 2025.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.