13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001387292-25-000011
Total Value
$739,947
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 403,043 | $151,298 | 20.45% |
| 2 | TRANSDIGM GROUP INC | TDG | 92,144 | $127,462 | 17.23% |
| 3 | ALPHABET INC | GOOG | 648,905 | $101,378 | 13.70% |
| 4 | AMAZON.COM INC | AMZN | 487,191 | $92,693 | 12.53% |
| 5 | CHARTER COMMUNICATIONS INC N | 16119P108 | 160,480 | $59,142 | 7.99% |
| 6 | ASML HOLDING N V | ASMLF | 79,300 | $52,547 | 7.10% |
| 7 | LAM RESEARCH CORP | LRCX | 706,615 | $51,371 | 6.94% |
| 8 | META PLATFORMS INC | META | 76,750 | $44,236 | 5.98% |
| 9 | MOODYS CORP | MCO | 81,627 | $38,013 | 5.14% |
| 10 | CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | 2,415,000 | $21,807 | 2.95% |