Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 3 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 1 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has purchased 2 securities: (META) META PLATFORMS INC-CLASS A (added shares +43.58%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +30.68%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (22.66%), (GOOG) ALPHABET INC-CL C (13.01%), (TDG) TRANSDIGM GROUP INC (12.69%), (AMZN) AMAZONCOM INC (12.08%) and (META) META PLATFORMS INC-CLASS A (9.19%).

In the latest report(s) the following changes have been made to the top investments: (TDG) TRANSDIGM GROUP INC (reduced shares -19.91%) and (META) META PLATFORMS INC-CLASS A (added shares +43.58%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (3 results)
META
META PLATFORMS INC-CLASS A
+43.58%
+33,450
+2.79%
$738.09
0.14% $739.10
9.19%
CCCS
CCC INTELLIGENT SOLUTIONS HO
+30.68%
+741,000
+0.79%
$9.41
4.46% $9.83
3.36%
TDG
TRANSDIGM GROUP INC
-19.91%
-18,350
-3.15%
$1,520.64
8.38% $1,393.14
12.69%
2025 Q1 (11 results)
ASML
ASML HOLDING NV-NY REG SHS
buy
+79,300
+7.10%
$662.64
10.98% $735.40
7.10%
CCCS
CCC INTELLIGENT SOLUTIONS HO
buy
+2,415,000
+2.95%
$9.03
8.86% $9.83
2.95%
META
META PLATFORMS INC-CLASS A
buy
+76,750
+5.98%
$576.36
28.23% $739.10
5.98%
MSFT
MICROSOFT CORP
+44.74%
+124,585
+6.32%
$375.39
34.32% $504.24
20.45%
LRCX
LAM RESEARCH CORP
+38.07%
+194,850
+1.91%
$72.70
35.36% $98.41
6.94%
TDG
TRANSDIGM GROUP INC
+15.54%
+12,390
+2.32%
$1,383.29
0.71% $1,393.14
17.23%
AMZN
AMAZONCOM INC
-8.08%
-42,800
-1.10%
$190.26
16.66% $221.95
12.53%
GOOG
ALPHABET INC-CL C
-19.62%
-158,409
-3.34%
$156.23
28.41% $200.62
13.70%
MCO
MOODY'S CORP
-21.95%
-22,960
-1.45%
$465.69
9.40% $509.47
5.14%
V
VISA INC-CLASS A SHARES
-100.00%
-358,393
-15.31%
$316.04
8.75% $343.69
0.00%
CP
CANADIAN PACIFIC KANSAS CITY
-100.00%
-404,369
-3.95%
$72.37
1.19% $73.23
0.00%
2024 Q4 (10 results)
LRCX
LAM RESEARCH CORP
buy
+511,765
+4.79%
$72.23
36.24% $98.41
4.79%
CP
CANADIAN PACIFIC KANSAS CITY
+28.48%
+89,635
+0.84%
$72.37
1.19% $73.23
0.00%
MSFT
MICROSOFT CORP
+10.44%
+26,314
+1.44%
$421.50
19.63% $504.24
15.19%
MCO
MOODY'S CORP
-3.51%
-3,800
-0.23%
$473.37
7.63% $509.47
6.41%
TDG
TRANSDIGM GROUP INC
-3.53%
-2,919
-0.48%
$1,267.28
9.93% $1,393.14
13.08%
GOOG
ALPHABET INC-CL C
-3.53%
-29,536
-0.73%
$190.44
5.35% $200.62
19.90%
V
VISA INC-CLASS A SHARES
-11.06%
-44,576
-1.82%
$316.04
8.75% $343.69
0.00%
AMZN
AMAZONCOM INC
-11.19%
-66,780
-1.90%
$219.39
1.17% $221.95
15.05%
CHTR
CHARTER COMMUNICATIONS INC-A
-40.73%
-110,260
-4.89%
$342.77
21.82% $267.98
7.12%
UNP
UNION PACIFIC CORP
-100.00%
-74,500
-2.38%
$246.48
8.59% $225.30
0.00%
2024 Q3 (9 results)
V
VISA INC-CLASS A SHARES
+83.73%
+183,640
+6.53%
$274.95
25.00% $343.69
14.34%
TDG
TRANSDIGM GROUP INC
+32.83%
+20,434
+3.77%
$1,427.13
2.38% $1,393.14
15.27%
GOOG
ALPHABET INC-CL C
+16.51%
+118,590
+2.57%
$167.19
20.00% $200.62
18.10%
MSFT
MICROSOFT CORP
+10.27%
+23,490
+1.31%
$430.30
17.18% $504.24
14.04%
AMZN
AMAZONCOM INC
+10.13%
+54,870
+1.32%
$186.33
19.12% $221.95
14.39%
MCO
MOODY'S CORP
-28.12%
-42,400
-2.60%
$474.60
7.35% $509.47
6.66%
CHTR
CHARTER COMMUNICATIONS INC-A
-56.86%
-356,785
-14.96%
$324.08
17.31% $267.98
11.35%
MSCI
MSCI INC
-100.00%
-57,920
-3.61%
$481.75
17.75% $567.27
0.00%
LRCX
LAM RESEARCH CORP
-100.00%
-52,530
-7.24%
$1,064.86
90.76% $98.41
0.00%
2024 Q2 (8 results)
MSCI
MSCI INC
buy
+57,920
+3.27%
$481.75
17.75% $567.27
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+35.93%
+165,880
+5.82%
$298.96
10.36% $267.98
22.01%
GOOG
ALPHABET INC-CL C
-7.71%
-60,040
-1.29%
$183.42
9.38% $200.62
15.46%
MCO
MOODY'S CORP
-13.71%
-23,966
-1.18%
$420.93
21.03% $509.47
7.45%
V
VISA INC-CLASS A SHARES
-27.41%
-82,838
-2.55%
$262.47
30.95% $343.69
6.75%
CP
CANADIAN PACIFIC KANSAS CITY
-28.61%
-126,110
-1.16%
$78.73
6.99% $73.23
2.91%
TDG
TRANSDIGM GROUP INC
-39.39%
-40,443
-6.06%
$1,277.61
9.04% $1,393.14
9.33%
VRSN
VERISIGN INC
-100.00%
-233,415
-5.19%
$189.51
43.66% $272.24
0.00%
2024 Q1 (6 results)
UNP
UNION PACIFIC CORP
buy
+74,500
+2.09%
$245.93
8.39% $225.30
2.09%
CHTR
CHARTER COMMUNICATIONS INC-A
+15.98%
+63,600
+2.10%
$290.63
7.79% $267.98
15.27%
GOOG
ALPHABET INC-CL C
+8.59%
+61,600
+1.07%
$152.26
31.76% $200.62
13.49%
TDG
TRANSDIGM GROUP INC
-14.42%
-17,300
-2.43%
$1,231.60
13.12% $1,393.14
14.39%
LRCX
LAM RESEARCH CORP
-15.36%
-9,530
-1.05%
$971.58
89.87% $98.41
5.81%
V
VISA INC-CLASS A SHARES
-17.58%
-64,470
-2.05%
$279.08
23.15% $343.69
9.60%
47 of 265

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.