What did Triple Frond Partners buy in Q4 2025?

Triple Frond Partners opened 1 new position (LYV) and added to 3 existing holdings in the Q4 2025 13F.

What did Triple Frond Partners sell in Q4 2025?

Triple Frond Partners exited 0 positions and trimmed 2.

What Triple Frond Partners bought and sold in Q4 2025

In Q4 2025, Triple Frond Partners (Triple Frond Partners) opened 1 new position — including LYV (3.8%), added to 3, trimmed 2. The book stood at $962M across 12 positions, filed Feb 13, 2026.

1New3Added2Trimmed0Exited

Share𝕏 in

New positions (1)

LYVLive Nation Entertainment IN3.8% · $36M

Added to (3)

TDGTransdigm Group Inc+82% shares · 14.4% · $138M
TRUTransunion+28% shares · 4.9% · $47M
CCCCcc Intelligent Solutions HO+31% shares · 4.0% · $38M

Trimmed (2)

GOOGAlphabet Inc-cl C-36% shares · 11.5% · $111M
LRCXLam Research Corp-31% shares · 5.3% · $51M

Triple Frond Partners's other filings

Q1 2026 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Triple Frond Partners's full portfolio →The whole cohort in Q4 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.