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Triple Frond Partners's 2025Q2 portfolio

Triple Frond Partners (Triple Frond Partners) held 8 positions as of Jun 30, 2025, with the largest position at 21.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (8)

  1. 1MSFTMicrosoft Corp
    % port
    21.2%
    +0.8pp vs prior Qnow 13.6%
  2. 2METAMeta Platforms Inc-class A
    % port
    12.0%
    +6.0pp vs prior Qnow 7.0%
  3. 3AMZNAmazon.com Inc
    % port
    10.8%
    -1.7pp vs prior Qnow 10.3%
  4. 4GOOGAlphabet Inc-cl C
    % port
    10.2%
    -3.5pp vs prior Qnow 10.5%
  5. 5ASMLAsml Holding N V
    % port
    9.7%
    +2.6pp vs prior Qnow 16.3%
  6. 6TDGTransdigm Group Inc
    % port
    9.0%
    -8.2pp vs prior Qnow 12.8%
  7. 7CHTRCharter Communications Inc-a
    % port
    7.7%
    -0.3pp vs prior Qnow 3.4%
  8. 8CCCCcc Intelligent Solutions HO
    % port
    5.2%
    +2.3pp vs prior Qnow 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.