Q3 2025 · 13F-HR
Triple Frond Partners LLCholdings as filed
Filed 2025-11-14 · accession 0001454502-25-000011
$917,968
Reported value
11
Positions
2025-09-30
Period end
The Brief · Triple Frond Partners LLC · Q3 2025
AI · grounded in 13F
Triple Frond Partners LLC established a new position in MSFT valued at $199,503. The fund also initiated new stakes in GOOG for $134,165 and AMZN for $118,667. Additional new positions include ASML, TDG, and META. Total assets under management stand at $917,968 across 11 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $199,503 | 21.7% | 385,178 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $134,165 | 14.6% | 550,874 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $118,667 | 12.9% | 540,451 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $107,913 | 11.8% | 111,470 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $75,080 | 8.18% | 56,964 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $74,653 | 8.13% | 101,655 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $57,294 | 6.24% | 427,890 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $44,149 | 4.81% | 160,480 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC COM | $37,095 | 4.04% | 390,600 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION COM | $36,065 | 3.93% | 430,470 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | $33,384 | 3.64% | 3,664,500 | 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.