13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001454502-25-000004
Total Value
$570,775
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 403,043 | $121,032 | 21.20% |
| 2 | META PLATFORMS INC | META | 110,200 | $68,644 | 12.03% |
| 3 | AMAZON.COM INC | AMZN | 487,191 | $61,724 | 10.81% |
| 4 | ALPHABET INC | GOOG | 648,905 | $58,148 | 10.19% |
| 5 | ASML HOLDING N V | ASMLF | 79,300 | $55,153 | 9.66% |
| 6 | LAM RESEARCH CORP | LRCX | 706,615 | $53,581 | 9.39% |
| 7 | TRANSDIGM GROUP INC | TDG | 73,794 | $51,271 | 8.98% |
| 8 | CHARTER COMMUNICATIONS INC N | 16119P108 | 160,480 | $43,992 | 7.71% |
| 9 | CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | 3,156,000 | $29,932 | 5.24% |
| 10 | MOODYS CORP | MCO | 81,627 | $27,298 | 4.78% |