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← Triple Frond Partners

Triple Frond Partners's 2025Q4 portfolio

Triple Frond Partners (Triple Frond Partners) held 11 positions as of Dec 31, 2025, with the largest position at 17.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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 Dec 31, 2025 (11)

  1. 1MSFTMicrosoft Corp
    % port
    17.7%
    -4.0pp vs prior Qnow 13.6%
  2. 2TDGTransdigm Group Inc
    % port
    14.4%
    +6.2pp vs prior Qnow 12.8%
  3. 3ASMLAsml Holding N V
    % port
    11.9%
    +0.1pp vs prior Qnow 16.3%
  4. 4GOOGAlphabet Inc-cl C
    % port
    11.5%
    -3.1pp vs prior Qnow 10.5%
  5. 5AMZNAmazon.com Inc
    % port
    11.5%
    -1.4pp vs prior Qnow 10.3%
  6. 6METAMeta Platforms Inc-class A
    % port
    6.7%
    -1.5pp vs prior Qnow 7.0%
  7. 7ILMNIllumina Inc
    % port
    5.1%
    +1.1pp vs prior Qnow 3.9%
  8. 8TRUTransunion
    % port
    4.9%
    +1.0pp vs prior Qnow 5.9%
  9. 9CCCCcc Intelligent Solutions HO
    % port
    4.0%
    +0.3pp vs prior Qnow 3.4%
  10. 10LYVLive Nation Entertainment IN
    % port
    3.8%
  11. 11CHTRCharter Communications Inc-a
    % port
    3.3%
    -1.5pp 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.