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← Triple Frond Partners

Triple Frond Partners's 2025Q3 portfolio

Triple Frond Partners (Triple Frond Partners) held 10 positions as of Sep 30, 2025, with the largest position at 21.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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 Sep 30, 2025 (10)

  1. 1MSFTMicrosoft Corp
    % port
    21.7%
    +0.5pp vs prior Qnow 13.6%
  2. 2GOOGAlphabet Inc-cl C
    % port
    14.6%
    +4.4pp vs prior Qnow 10.5%
  3. 3AMZNAmazon.com Inc
    % port
    12.9%
    +2.1pp vs prior Qnow 10.3%
  4. 4ASMLAsml Holding N V
    % port
    11.8%
    +2.1pp vs prior Qnow 16.3%
  5. 5TDGTransdigm Group Inc
    % port
    8.2%
    -0.8pp vs prior Qnow 12.8%
  6. 6METAMeta Platforms Inc-class A
    % port
    8.1%
    -3.9pp vs prior Qnow 7.0%
  7. 7CHTRCharter Communications Inc-a
    % port
    4.8%
    -2.9pp vs prior Qnow 3.4%
  8. 8ILMNIllumina Inc
    % port
    4.0%
    now 3.9%
  9. 9TRUTransunion
    % port
    3.9%
    now 5.9%
  10. 10CCCCcc Intelligent Solutions HO
    % port
    3.6%
    -1.6pp 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.