Q4 2025 · 13F-HR
Triple Frond Partners LLCholdings as filed
Filed 2026-02-13 · accession 0001454502-26-000003
$962,175
Reported value
12
Positions
2025-12-31
Period end
The Brief · Triple Frond Partners LLC · Q4 2025
AI · grounded in 13F
Triple Frond Partners LLC increased its stake in TDG by 82.39%. The fund established a new position in LYV valued at $36,460 and grew its holdings in CCC by 31.12%. Conversely, the fund reduced its exposure to several holdings, most notably trimming GOOG by 35.84% and LRCX by 30.97%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $170,478 | 17.7% | 352,504 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $138,163 | 14.4% | 103,894 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $114,238 | 11.9% | 106,778 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $110,915 | 11.5% | 353,459 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $110,455 | 11.5% | 478,534 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $64,277 | 6.68% | 97,376 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $50,563 | 5.26% | 295,377 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC COM | $49,075 | 5.10% | 374,160 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION COM | $47,261 | 4.91% | 551,153 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | $38,200 | 3.97% | 4,805,036 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $36,460 | 3.79% | 255,858 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $32,090 | 3.34% | 153,725 | 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.