Q2 2025 · 13F-HR
Triple Frond Partners LLCholdings as filed
Filed 2025-08-13 · accession 0001454502-25-000004
$570,775
Reported value
10
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $121,032 | 21.2% | 403,043 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $68,644 | 12.0% | 110,200 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $61,724 | 10.8% | 487,191 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $58,148 | 10.2% | 648,905 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $55,153 | 9.66% | 79,300 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $53,581 | 9.39% | 706,615 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $51,271 | 8.98% | 73,794 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $43,992 | 7.71% | 160,480 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | $29,932 | 5.24% | 3,156,000 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $27,298 | 4.78% | 81,627 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.