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Triple Frond Partners's 2025Q1 portfolio

Triple Frond Partners (Triple Frond Partners) held 8 positions as of Mar 31, 2025, with the largest position at 20.4% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2025 (8)

  1. 1MSFTMicrosoft Corp
    % port
    20.4%
    +5.3pp vs prior Qnow 13.6%
  2. 2TDGTransdigm Group Inc
    % port
    17.2%
    +4.1pp vs prior Qnow 12.8%
  3. 3GOOGAlphabet Inc-cl C
    % port
    13.7%
    -6.2pp vs prior Qnow 10.5%
  4. 4AMZNAmazon.com Inc
    % port
    12.5%
    -2.5pp vs prior Qnow 10.3%
  5. 5CHTRCharter Communications Inc-a
    % port
    8.0%
    +0.9pp vs prior Qnow 3.4%
  6. 6ASMLAsml Holding N V
    % port
    7.1%
    now 16.3%
  7. 7METAMeta Platforms Inc-class A
    % port
    6.0%
    now 7.0%
  8. 8CCCCcc Intelligent Solutions HO
    % port
    2.9%
    now 3.4%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.