Triple Frond Partners LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 10 |
| Portfolio value: | $740M |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| MSFT · Microsoft Corp. | 20.45 | New | 403,043 | $375.39 | $151,298,000 | $415.06 | +10.57% | $356.28 | $555.45 |
| TDG · Transdigm Group Inc. | 17.23 | New | 92,144 | $1383.29 | $127,462,000 | $1215.08 | -12.16% | $1123.61 | $1623.83 |
| GOOG · Alphabet Inc. | 13.70 | New | 648,905 | $156.23 | $101,378,000 | $400.71 | +156.49% | $156.16 | $402.00 |
| AMZN · Amazon Com Inc. | 12.53 | New | 487,191 | $190.26 | $92,693,000 | $272.68 | +43.32% | $196.00 | $278.56 |
| CHTR · Charter Communications Inc. N | 7.99 | New | 160,480 | $368.53 | $59,142,000 | $154.86 | -57.98% | $154.70 | $437.06 |
| ASML · Asml Holding N.V. | 7.10 | New | 79,300 | $662.64 | $52,547,000 | $1592.02 | +140.26% | $683.48 | $1595.31 |
| LRCX · Lam Research Corp. | 6.94 | New | 706,615 | $72.70 | $51,371,000 | $294.05 | +304.47% | $79.49 | $298.00 |
| META · Meta Platforms, Inc. | 5.98 | New | 76,750 | $576.36 | $44,236,000 | $609.63 | +5.77% | $520.26 | $796.25 |
| MCO · Moodys Corp. | 5.14 | New | 81,627 | $465.69 | $38,013,000 | $451.32 | -3.09% | $402.28 | $546.88 |
| CCC · Ccc Intelligent Solutions Hl | 2.95 | New | 2,415,000 | $9.03 | $21,807,000 | $5.13 | -43.19% | $4.58 | $10.50 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
5 sectors represented
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