Triple Frond Partners LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 12 |
| Portfolio value: | $962M |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| MSFT · Microsoft Corp. | 17.72 | Reduce 8.48% | 352,504 | $483.62 | $170,478,000 | $415.06 | -14.18% | $356.28 | $555.45 |
| TDG · Transdigm Group Inc. | 14.36 | Add 82.39% | 103,894 | $1329.85 | $138,163,000 | $1215.08 | -8.63% | $1123.61 | $1623.83 |
| ASML · Asml Holding N.V. | 11.87 | Reduce 4.21% | 106,778 | $1069.86 | $114,238,000 | $1592.02 | +48.81% | $683.48 | $1595.31 |
| GOOG · Alphabet Inc. | 11.53 | Reduce 35.84% | 353,459 | $313.80 | $110,915,000 | $400.71 | +27.70% | $156.16 | $402.00 |
| AMZN · Amazon Com Inc. | 11.48 | Reduce 11.46% | 478,534 | $230.82 | $110,455,000 | $272.68 | +18.14% | $196.00 | $278.56 |
| META · Meta Platforms, Inc. | 6.68 | Reduce 4.21% | 97,376 | $660.09 | $64,277,000 | $609.63 | -7.64% | $520.26 | $796.25 |
| LRCX · Lam Research Corp. | 5.26 | Reduce 30.97% | 295,377 | $171.18 | $50,563,000 | $294.05 | +71.78% | $79.49 | $298.00 |
| ILMN · Illumina Inc. | 5.10 | Reduce 4.21% | 374,160 | $131.16 | $49,075,000 | $141.88 | +8.17% | $77.50 | $155.53 |
| TRU · Transunion | 4.91 | Add 28.04% | 551,153 | $85.75 | $47,261,000 | $72.00 | -16.03% | $65.23 | $99.39 |
| CCC · Ccc Intelligent Solutions Hl | 3.97 | Add 31.12% | 4,805,036 | $7.95 | $38,200,000 | $5.13 | -35.47% | $4.58 | $10.50 |
| LYV · Live Nation Entertainment In | 3.79 | New | 255,858 | $142.50 | $36,460,000 | $163.28 | +14.58% | $125.34 | $175.25 |
| CHTR · Charter Communications Inc. N | 3.34 | Reduce 4.21% | 153,725 | $208.75 | $32,090,000 | $154.86 | -25.82% | $154.70 | $437.06 |
* 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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Articles & Commentaries
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★ WatchlistData from SEC EDGAR · whalstreet.com