Institutions / Triple Frond Partners LLC
Triple Frond Partners LLC
CIK 1454502 · Institution · as of Dec 31, 2025
Portfolio value
$962.2K
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $170.5K | 17.7% |
| TransDigm Group Inc. | $138.2K | 14.4% |
| Asml Holding N V | $114.2K | 11.9% |
| Alphabet Inc. | $110.9K | 11.5% |
| Amazon.com Inc | $110.5K | 11.5% |
| Meta Platforms Inc | $64.3K | 6.7% |
| Lam Research Corp | $50.6K | 5.3% |
| Illumina Inc | $49.1K | 5.1% |
| TransUnion | $47.3K | 4.9% |
| CCC Intelligent Solutions Holdings Inc. | $38.2K | 4.0% |
| Live Nation Entertainment Inc | $36.5K | 3.8% |
| Charter Communications, Inc. | $32.1K | 3.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.