Triple Frond Partners LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 11 |
| Portfolio value: | $918M |
Viewing historical Q3 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. | 21.73 | Reduce 4.43% | 385,178 | $517.95 | $199,503,000 | $415.06 | -19.86% | $356.28 | $555.45 |
| GOOG · Alphabet Inc. | 14.62 | Reduce 15.11% | 550,874 | $243.55 | $134,165,000 | $400.71 | +64.53% | $156.16 | $402.00 |
| AMZN · Amazon Com Inc. | 12.93 | Add 10.93% | 540,451 | $219.57 | $118,667,000 | $272.68 | +24.19% | $196.00 | $278.56 |
| ASML · Asml Holding N.V. | 11.76 | Add 40.57% | 111,470 | $968.09 | $107,913,000 | $1592.02 | +64.45% | $683.48 | $1595.31 |
| TDG · Transdigm Group Inc. | 8.18 | Reduce 22.81% | 56,964 | $1318.03 | $75,080,000 | $1215.08 | -7.81% | $1123.61 | $1623.83 |
| META · Meta Platforms, Inc. | 8.13 | Reduce 7.75% | 101,655 | $734.38 | $74,653,000 | $609.63 | -16.99% | $520.26 | $796.25 |
| LRCX · Lam Research Corp. | 6.24 | Reduce 39.45% | 427,890 | $133.90 | $57,294,000 | $294.05 | +119.61% | $79.49 | $298.00 |
| CHTR · Charter Communications Inc. N | 4.81 | 160,480 | $275.11 | $44,149,000 | $154.86 | -43.71% | $154.70 | $437.06 | |
| ILMN · Illumina Inc. | 4.04 | New | 390,600 | $94.97 | $37,095,000 | $141.88 | +49.40% | $77.50 | $155.53 |
| TRU · Transunion | 3.93 | New | 430,470 | $83.78 | $36,065,000 | $72.00 | -14.06% | $65.23 | $99.39 |
| CCC · Ccc Intelligent Solutions Hl | 3.64 | Add 16.11% | 3,664,500 | $9.11 | $33,384,000 | $5.13 | -43.69% | $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
6 sectors represented
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