Triple Frond Partners recent buys & sells (2025 Q3)
Stuart Mclaughlin
Triple Frond Partners Portfolio Changes
Purchase & sale details
- Portfolio value:
- $917.97M (+$33M)
- Previous value:
- $884.60M
- # of changes:
- 11
- New positions:
- 2
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 14 Nov 2025
Triple Frond Partners has disclosed a total of 11 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 5 and completely sold out 1 position(s).
What stocks did Triple Frond Partners buy in 2025 Q3?
During 2025 Q3 Triple Frond Partners has purchased 5 securities: (AMZN) Amazon.com Inc (added shares +10.93%), (ASML) ASML Holding N.V. New York Registry Shares (added shares +40.57%), (ILMN) Illumina Inc (new buy), (TRU) TransUnion (new buy) and (CCC) CCC Intelligent Solutions Holdings Inc (added shares +16.11%).
What did Triple Frond Partners invest in during 2025 Q3?
In the 2025 Q3 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -4.43%), (GOOG) Alphabet Inc, CL-C (reduced shares -15.11%), (AMZN) Amazon.com Inc (added shares +10.93%), (ASML) ASML Holding N.V. New York Registry Shares (added shares +40.57%) and (TDG) Transdigm Group Incorporated (reduced shares -22.81%).
11 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Illumina Inc
|
new
|
+390,600
|
390,600
|
+4.04%
|
$94.97
|
+177.37%($263.42)
|
4.04%
|
2025 Q3
|
~0.25 years
|
|
|
|
TransUnion
|
new
|
+430,470
|
430,470
|
+3.93%
|
$83.78
|
-12.45%($73.35)
|
3.93%
|
2025 Q3
|
~0.25 years
|
|
|
|
ASML Holding N.V. New York Registry Shares
|
+40.57%
|
+32,170
|
111,470
|
+3.39%
|
$968.09
|
+71.66%($1,661.85)
|
11.76%
|
2025 Q1
|
~0.75 years
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
+16.11%
|
+508,500
|
3,664,500
|
+0.5%
|
$9.11
|
-16.36%($7.62)
|
3.64%
|
2025 Q1
|
~0.75 years
|
|
|
|
Amazon.com Inc
|
+10.93%
|
+53,260
|
540,451
|
+1.27%
|
$219.57
|
+13.66%($249.56)
|
12.93%
|
2021 Q3
|
~4.25 years
|
|
|
|
Microsoft Corp
|
-4.43%
|
-17,865
|
385,178
|
-1.05%
|
$517.95
|
+1.83%($527.42)
|
21.73%
|
2020 Q3
|
~5.25 years
|
|
|
|
Meta Platforms Inc
|
-7.75%
|
-8,545
|
101,655
|
-0.71%
|
$734.38
|
-3.18%($711.00)
|
8.13%
|
2025 Q1
|
~0.75 years
|
|
|
|
Alphabet Inc, CL-C
|
-15.11%
|
-98,031
|
550,874
|
-2.7%
|
$243.55
|
+38.99%($338.50)
|
14.62%
|
2020 Q1
|
~5.75 years
|
|
|
|
Transdigm Group Incorporated
|
-22.81%
|
-16,830
|
56,964
|
-2.51%
|
$1,318.03
|
-13.33%($1,142.31)
|
8.18%
|
2015 Q1
|
~10.75 years
|
|
|
|
Lam Research Corp
|
-39.45%
|
-278,725
|
427,890
|
-4.22%
|
$133.90
|
+100.38%($268.31)
|
6.24%
|
2024 Q4
|
~1.00 year
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".