Triple Frond Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 10Value: $739.9MLatest: 2025Q1

Triple Frond Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 10 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "CCCS",
  "ASML",
  "META",
  "LRCX",
  "MSFT",
  "TDG",
  "AMZN",
  "CHTR",
  "MCO",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 10
Total Value: 739947
Accession Number: 0001387292-25-000011
Form Type: 13F-HR
CIK: triple-frond-partners
Manager Name: Triple-Frond-Partners

Data Enrichment

100% identified

10 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $739.9K total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:403.0K

Value:$151.3M

% of Portfolio:20447.1% ($151.3M/$739.9K)

TransDigm Group INC

TDG|893641100

Shares:92.1K

Value:$127.5M

% of Portfolio:17225.8% ($127.5M/$739.9K)

Alphabet Inc.

GOOG|02079K107

Shares:648.9K

Value:$101.4M

% of Portfolio:13700.7% ($101.4M/$739.9K)

AMAZON COM INC

AMZN|023135106

Shares:487.2K

Value:$92.7M

% of Portfolio:12527.0% ($92.7M/$739.9K)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:160.5K

Value:$59.1M

% of Portfolio:7992.7% ($59.1M/$739.9K)

ASML HOLDING NV

ASML|N07059210

Shares:79.3K

Value:$52.5M

% of Portfolio:7101.5% ($52.5M/$739.9K)

LAM RESEARCH CORP

LRCX|512807306

Shares:706.6K

Value:$51.4M

% of Portfolio:6942.5% ($51.4M/$739.9K)

Meta Platforms, Inc.

META|30303M102

Shares:76.8K

Value:$44.2M

% of Portfolio:5978.3% ($44.2M/$739.9K)

MOODYS CORP /DE/

MCO|615369105

Shares:81.6K

Value:$38.0M

% of Portfolio:5137.3% ($38.0M/$739.9K)

CCC Intelligent Solutions Holdings Inc.

CCCS|12510Q100

Shares:2.4M

Value:$21.8M

% of Portfolio:2947.1% ($21.8M/$739.9K)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	403.0K	QoQ +44.74% (+124.6K) YoY +76.26% (+174.4K)	All Managers (Combined)	$151.3M	20447.1% ($151.3M/$739.9K)	QoQ +28.90% (+$34) YoY +57.27% (+$55)
TransDigm Group INC(TDGcusip893641100)	92.1K	QoQ +15.53% (+12.4K) YoY -10.26% (-10.5K)	All Managers (Combined)	$127.5M	17225.8% ($127.5M/$739.9K)	QoQ +26.11% (+$26) YoY +0.78% (-$1)
Alphabet Inc.(GOOGcusip02079K107)	648.9K	QoQ -19.62% (-158.4K) YoY -16.62% (-129.4K)	All Managers (Combined)	$101.4M	13700.7% ($101.4M/$739.9K)	QoQ -34.06% (-$52) YoY -14.45% (-$17)
AMAZON COM INC(AMZNcusip023135106)	487.2K	QoQ -8.07% (-42.8K) YoY -10.09% (-54.7K)	All Managers (Combined)	$92.7M	12527.0% ($92.7M/$739.9K)	QoQ -20.28% (-$24) YoY -5.17% (-$5)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	160.5K	QoQ 0.00% (+0) YoY -65.23% (-301.2K)	All Managers (Combined)	$59.1M	7992.7% ($59.1M/$739.9K)	QoQ +7.51% (+$4) YoY -55.91% (-$75)
ASML HOLDING NV(ASMLcusipN07059210)	79.3K	QoQ NEW(+79.3K) YoY NEW(+79.3K)	All Managers (Combined)	$52.5M	7101.5% ($52.5M/$739.9K)	QoQ NEW(+$53) YoY NEW(+$53)
LAM RESEARCH CORP(LRCXcusip512807306)	706.6K	QoQ +38.07% (+194.8K) YoY NEW(+706.6K)	All Managers (Combined)	$51.4M	6942.5% ($51.4M/$739.9K)	QoQ +38.97% (+$14) YoY NEW(+$51)
Meta Platforms, Inc.(METAcusip30303M102)	76.8K	QoQ NEW(+76.8K) YoY NEW(+76.8K)	All Managers (Combined)	$44.2M	5978.3% ($44.2M/$739.9K)	QoQ NEW(+$44) YoY NEW(+$44)
MOODYS CORP /DE/(MCOcusip615369105)	81.6K	QoQ -21.95% (-23.0K) YoY -53.29% (-93.1K)	All Managers (Combined)	$38.0M	5137.3% ($38.0M/$739.9K)	QoQ -23.21% (-$11) YoY -44.65% (-$31)
CCC Intelligent Solutions Holdings Inc.(CCCScusip12510Q100)	2.4M	QoQ NEW(+2.4M) YoY NEW(+2.4M)	All Managers (Combined)	$21.8M	2947.1% ($21.8M/$739.9K)	QoQ NEW(+$22) YoY NEW(+$22)