Q2 2025 · 13F-HR/A
Triple Frond Partners LLCholdings as filed
Filed 2025-08-15 · accession 0001454502-25-000009
$884,602
Reported value
10
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $200,478 | 22.7% | 403,043 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $115,109 | 13.0% | 648,905 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $112,214 | 12.7% | 73,794 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $106,885 | 12.1% | 487,191 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $81,337 | 9.19% | 110,200 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $68,782 | 7.78% | 706,615 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $65,606 | 7.42% | 160,480 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $63,550 | 7.18% | 79,300 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $40,943 | 4.63% | 81,627 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | $29,698 | 3.36% | 3,156,000 | 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.