Triple Frond Partners LLC 13F Holdings

CIK 0001454502 · SAN FRANCISCO, CA

As of Sep 30, 2025, Triple Frond Partners LLC reported 11 positions worth $918.0K in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology385,178 99.5K21.73%
ALPHABET INCGOOGEquity550,874 34.2K14.62%
AMAZON.COM INCAMZNEquity540,451 18.7K12.93%
ASML HOLDING NVASMLTechnology111,470 07.9K11.76%
TRANSDIGM GROUP INCTDGIndustrials56,964$75.1K8.18%
META PLATFORMS INCMETACommunication Services101,655$74.7K8.13%
LAM RESEARCH CORPLRCXTechnology427,890$57.3K6.24%
CHARTER COMMUNICATIONS INCCHTRCommunication Services160,480$44.1K4.81%
ILLUMINA INCILMNHealthcare390,600$37.1K4.04%
TRANSUNIONTRUIndustrials430,470$36.1K3.93%
CCC INTELLIGENT SOLUTIONS HOLDINGS INCCCCTechnology3,664,500$33.4K3.64%