TF
| |
Triple Frond Partners LLC13F | |
| Triple Frond Partners LLC | |
| Last update 2025-05-14 | 10 Stocks (3 new) |
| Value $740.00 Mil | Turnover 27 % |
Triple Frond Partners LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 403,043 | 151,300.0 | +44.74% | 20.450 | +6.32% | 0.010 | +32.43% | +21.93% | 3,805,313.8 | Software | |
TDG | TransDigm Group Inc | 92,144 | 127,460.0 | +15.54% | 17.230 | +2.32% | 0.160 | +17.41% | +26.74% | 90,211.9 | Aerospace & Defense | |
GOOG | Alphabet Inc | 648,905 | 101,380.0 | -19.62% | 13.700 | -3.90% | 0.010 | +20.32% | +2.13% | 2,340,136.9 | Interactive Media | |
AMZN | Amazon.com Inc | 487,191 | 92,690.0 | -8.08% | 12.530 | -1.22% | 0.000 | +24.31% | +5.70% | 2,461,772.9 | Retail - Cyclical | |
CHTR | Charter Communications Inc | 160,480 | 59,140.0 | 0% | 7.990 | 0% | 0.110 | +15.18% | +12.68% | 52,771.9 | Telecommunication Services | |
ASML | ASML Holding NV | 79,300 | 52,550.0 | New Holding | 7.100 | +7.10% | 0.020 | +7.40% | +4.81% | 284,157.8 | Semiconductors | |
LRCX | Lam Research Corp | 706,615 | 51,370.0 | +38.07% | 6.940 | +1.91% | 0.060 | +37.98% | +35.85% | 124,822.7 | Semiconductors | |
META | Meta Platforms Inc | 76,750 | 44,240.0 | New Holding | 5.980 | +5.98% | 0.000 | +34.65% | +22.72% | 1,803,627.5 | Interactive Media | |
MCO | Moodys Corp | 81,627 | 38,010.0 | -21.95% | 5.140 | -1.41% | 0.050 | +18.04% | +9.82% | 92,905.9 | Capital Markets | |
CCCS |
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
| 2,415,000 | 21,810.0 | New Holding | 2.950 | +2.95% | 0.370 | +9.91% | -15.76% | 6,512.2 | Software |
Triple Frond Partners LLC's Historical Top Holdings Breakdowns
Triple Frond Partners LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 2025-03-31 | Sold Out Sold Out | -14.66% | 306.92 ($338.38) 362.71 | $355.15 | 4.96% | Sold Out | 0 | -358,393 | |
ASML | ASML Holding NV | 2025-03-31 | New Buy New Buy | +7.10% | 662.63 ($727.48) 776.99 | $722.68 | -0.66% | New holding | 79,300 | 79,300 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +6.32% | 375.39 ($407.71) 447.2 | $511.98 | 25.57% | Add 44.74% | 403,043 | 124,585 | |
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +5.98% | 576.36 ($645.17) 736.67 | $717.34 | 11.19% | New holding | 76,750 | 76,750 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -3.90% | 156.06 ($183.12) 207.71 | $194.05 | 5.97% | Reduce -19.62% | 648,905 | -158,409 | |
CP | Canadian Pacific Kansas City Ltd | 2025-03-31 | Sold Out Sold Out | -3.79% | 69.42 ($76.08) 80.7 | $76.24 | 0.21% | Sold Out | 0 | -404,369 | |
CCCS |
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
| 2025-03-31 | New Buy New Buy | +2.95% | 8.92 ($10.38) 11.7 | $9.88 | -4.81% | New holding | 2,415,000 | 2,415,000 | |
TDG | TransDigm Group Inc | 2025-03-31 | Add Add | +2.32% | 1251.32 ($1333.33) 1394.11 | $1,606.13 | 20.46% | Add 15.54% | 92,144 | 12,390 | |
LRCX | Lam Research Corp | 2025-03-31 | Add Add | +1.91% | 72.44 ($78.75) 89.02 | $97.58 | 23.92% | Add 38.07% | 706,615 | 194,850 | |
MCO | Moodys Corp | 2025-03-31 | Reduce Reduce | -1.41% | 437.8 ($481.85) 527.48 | $517.87 | 7.48% | Reduce -21.95% | 81,627 | -22,960 |
Triple Frond Partners LLC Total Holding History ($B)
Triple Frond Partners LLC's Asset Allocation
Triple Frond Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Triple Frond Partners LLC's Hypothetical Growth since 2025-03-31
Triple Frond Partners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Triple Frond Partners LLC's Holdings Heat Map
Size field:
Triple Frond Partners LLC's Holdings Bubble Chart
Triple Frond Partners LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers