13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001454502-26-000003
Total Value
$962,175
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 352,504 | $170,478 | 17.72% |
| 2 | TRANSDIGM GROUP INC | TDG | 103,894 | $138,163 | 14.36% |
| 3 | ASML HOLDING N V | ASMLF | 106,778 | $114,238 | 11.87% |
| 4 | ALPHABET INC | GOOG | 353,459 | $110,915 | 11.53% |
| 5 | AMAZON.COM INC | AMZN | 478,534 | $110,455 | 11.48% |
| 6 | META PLATFORMS INC | META | 97,376 | $64,277 | 6.68% |
| 7 | LAM RESEARCH CORP | LRCX | 295,377 | $50,563 | 5.26% |
| 8 | ILLUMINA INC COM | ILMN | 374,160 | $49,075 | 5.10% |
| 9 | TRANSUNION COM | TRU | 551,153 | $47,261 | 4.91% |
| 10 | CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | 4,805,036 | $38,200 | 3.97% |
| 11 | LIVE NATION ENTERTAINMENT IN | LYV | 255,858 | $36,460 | 3.79% |
| 12 | CHARTER COMMUNICATIONS INC N | 16119P108 | 153,725 | $32,090 | 3.34% |