Triple Frond Partners LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 10 |
| Portfolio value: | $885M |
Viewing historical Q2 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. | 22.66 | 403,043 | $497.41 | $200,478,000 | $415.06 | -16.56% | $356.28 | $555.45 | |
| GOOG · Alphabet Inc. | 13.01 | 648,905 | $177.39 | $115,109,000 | $400.71 | +125.89% | $156.16 | $402.00 | |
| TDG · Transdigm Group Inc. | 12.69 | Reduce 19.91% | 73,794 | $1520.64 | $112,214,000 | $1215.08 | -20.09% | $1123.61 | $1623.83 |
| AMZN · Amazon Com Inc. | 12.08 | 487,191 | $219.39 | $106,885,000 | $272.68 | +24.29% | $196.00 | $278.56 | |
| META · Meta Platforms, Inc. | 9.19 | Add 43.58% | 110,200 | $738.09 | $81,337,000 | $609.63 | -17.40% | $520.26 | $796.25 |
| LRCX · Lam Research Corp. | 7.78 | 706,615 | $97.34 | $68,782,000 | $294.05 | +202.09% | $79.49 | $298.00 | |
| CHTR · Charter Communications Inc. N | 7.42 | 160,480 | $408.81 | $65,606,000 | $154.86 | -62.12% | $154.70 | $437.06 | |
| ASML · Asml Holding N.V. | 7.18 | 79,300 | $801.39 | $63,550,000 | $1592.02 | +98.66% | $683.48 | $1595.31 | |
| MCO · Moodys Corp. | 4.63 | 81,627 | $501.59 | $40,943,000 | $451.32 | -10.02% | $402.28 | $546.88 | |
| CCC · Ccc Intelligent Solutions Hl | 3.36 | Add 30.68% | 3,156,000 | $9.41 | $29,698,000 | $5.13 | -45.48% | $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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