TF

Triple Frond Partners LLC

13F
Triple Frond Partners LLC
Last update 2025-05-14 10 Stocks (3 new)
Value $740.00 Mil Turnover 27 %
Countries:
Top Holdings: MSFT(20.45%)TDG(17.23%)GOOG(13.70%)AMZN(12.53%)CHTR(7.99%)
Summary Stock Picks Current Portfolio
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
+16.18%
+9.64%
3,421,645.9
Software
TDG 		TransDigm Group Inc
92,144
127,460.0
+15.54%
17.230
+2.32%
0.160
+7.40%
+15.87%
82,477.4
Aerospace & Defense
GOOG 		Alphabet Inc
648,905
101,380.0
-19.62%
13.700
-3.90%
0.010
+0.48%
-9.13%
2,090,081.7
Interactive Media
AMZN 		Amazon.com Inc
487,191
92,690.0
-8.08%
12.530
-1.22%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
CHTR 		Charter Communications Inc
160,480
59,140.0
0%
7.990
0%
0.110
+8.99%
+15.61%
54,738.5
Telecommunication Services
ASML 		ASML Holding NV
79,300
52,550.0
New Holding
7.100
+7.10%
0.020
+4.23%
+6.86%
289,698.0
Semiconductors
LRCX 		Lam Research Corp
706,615
51,370.0
+38.07%
6.940
+1.91%
0.060
+5.60%
+12.19%
103,339.9
Semiconductors
META 		Meta Platforms Inc
76,750
44,240.0
New Holding
5.980
+5.98%
0.000
-3.01%
+10.68%
1,628,001.8
Interactive Media
MCO 		Moodys Corp
81,627
38,010.0
-21.95%
5.140
-1.41%
0.050
-4.70%
+1.64%
86,247.8
Capital Markets
CCCS 		CCC Intelligent Solutions Holdings Inc
2,415,000
21,810.0
New Holding
2.950
+2.95%
0.370
-13.84%
-25.15%
5,786.5
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 Inc2025-03-31Sold Out
-14.66%
●
306.92 ($338.38) 362.71
$365.19
7.92%
Sold Out
0
-358,393
ASML 		ASML Holding NV2025-03-31New Buy
+7.10%
●
662.63 ($727.48) 776.99
$736.77
1.28%
New holding
79,300
79,300
MSFT 		Microsoft Corp2025-03-31Add
+6.32%
●
375.39 ($407.71) 447.2
$460.36
12.91%
Add 44.74%
403,043
124,585
META 		Meta Platforms Inc2025-03-31New Buy
+5.98%
●
576.36 ($645.17) 736.67
$647.49
0.36%
New holding
76,750
76,750
GOOG 		Alphabet Inc2025-03-31Reduce
-3.90%
●
156.06 ($183.12) 207.71
$172.85
-5.61%
Reduce -19.62%
648,905
-158,409
CP 		Canadian Pacific Kansas City Ltd2025-03-31Sold Out
-3.79%
●
69.42 ($76.08) 80.7
$81.65
7.32%
Sold Out
0
-404,369
CCCS 		CCC Intelligent Solutions Holdings Inc2025-03-31New Buy
+2.95%
●
8.92 ($10.38) 11.7
$8.78
-15.41%
New holding
2,415,000
2,415,000
TDG 		TransDigm Group Inc2025-03-31Add
+2.32%
●
1251.32 ($1333.33) 1394.11
$1,468.43
10.13%
Add 15.54%
92,144
12,390
LRCX 		Lam Research Corp2025-03-31Add
+1.91%
●
72.44 ($78.75) 89.02
$80.79
2.59%
Add 38.07%
706,615
194,850
MCO 		Moodys Corp2025-03-31Reduce
-1.41%
●
437.8 ($481.85) 527.48
$479.32
-0.53%
Reduce -21.95%
81,627
-22,960

Triple Frond Partners LLC Total Holding History ($B)

To

Triple Frond Partners LLC's Asset Allocation

To

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

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