Triple Frond Partners LLC
CIK: 1454502
Latest Filing
Filed: February 13, 2026
Total Portfolio Value
$962.17M
Total Holdings
12
Report Period
Dec 2025
Accession Number: 0001454502-26-000003
Report Date: December 31, 2025
Top 10 Holdings
Showing top 10 of 12 total holdings
Holdings (12)
Latest 13F positions
MS MICROSOFT CORP | 352.5K | $170.48M | 17.7% | -8% |
TD TRANSDIGM GROUP INC | 103.9K | $138.16M | 14.4% | +82% |
AS ASML HOLDING N V | 106.8K | $114.24M | 11.9% | -4% |
GO ALPHABET INC | 353.5K | $110.92M | 11.5% | -36% |
AM AMAZON.COM INC | 478.5K | $110.45M | 11.5% | -11% |
ME META PLATFORMS INC | 97.4K | $64.28M | 6.7% | -4% |
LR LAM RESEARCH CORP | 295.4K | $50.56M | 5.3% | -31% |
IL ILLUMINA INC COM | 374.2K | $49.08M | 5.1% | -4% |
TR TRANSUNION COM | 551.2K | $47.26M | 4.9% | +28% |
IN CCC INTELLIGENT SOLUTION HOLDINGS INC | 4.81M | $38.20M | 4.0% | +31% |
LY LIVE NATION ENTERTAINMENT IN | 255.9K | $36.46M | 3.8% | +100% |
CH CHARTER COMMUNICATIONS INC N | 153.7K | $32.09M | 3.3% | -4% |