13F HOLDINGS REPORT (Amended)
Triple Frond Partners LLC
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001454502-25-000009
Total Value
$884,602
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 403,043 | $200,478 | 22.66% |
| 2 | ALPHABET INC | GOOG | 648,905 | $115,109 | 13.01% |
| 3 | TRANSDIGM GROUP INC | TDG | 73,794 | $112,214 | 12.69% |
| 4 | AMAZON.COM INC | AMZN | 487,191 | $106,885 | 12.08% |
| 5 | META PLATFORMS INC | META | 110,200 | $81,337 | 9.19% |
| 6 | LAM RESEARCH CORP | LRCX | 706,615 | $68,782 | 7.78% |
| 7 | CHARTER COMMUNICATIONS INC N | 16119P108 | 160,480 | $65,606 | 7.42% |
| 8 | ASML HOLDING N V | ASMLF | 79,300 | $63,550 | 7.18% |
| 9 | MOODYS CORP | MCO | 81,627 | $40,943 | 4.63% |
| 10 | CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | 3,156,000 | $29,698 | 3.36% |