Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $739.95M≈ (-$33M≈)
- Previous value:
- $772.47M≈
- # of changes:
- 11
- New positions:
- 3
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 14 May 2025
Triple Frond Partners has disclosed a total of 11 changes to the portfolio in the (2025 Q1) SEC report(s): increased the number of shares of 3, bought 3 totally new, decreased the number of shares of 3 and completely sold out 2 position(s).
What stocks did Triple Frond Partners buy in 2025 Q1?
During 2025 Q1 Triple Frond Partners has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (MSFT) Microsoft Corp (added shares +44.74%), (TDG) Transdigm Group Incorporated (added shares +15.54%), (ASML) ASML Holding NV ADR (new buy), (LRCX) Lam Research Corp (added shares +38.07%) and (META) Meta Platforms Inc (new buy).
What did Triple Frond Partners invest in during 2025 Q1?
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CCC Intelligent Solutions Holdings Inc
|
new
|
+2,415,000
|
2,415,000
|
+2.95%
|
$9.03
|
-30.78%($6.25)
|
2.95%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Meta Platforms Inc
|
new
|
+76,750
|
76,750
|
+5.98%
|
$576.36
|
-4.71%($549.19)
|
5.98%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
ASML Holding NV ADR
|
new
|
+79,300
|
79,300
|
+7.1%
|
$662.64
|
+149.84%($1,655.52)
|
7.10%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Microsoft Corp
|
+44.74%
|
+124,585
|
403,043
|
+6.32%
|
$375.39
|
+22.85%($461.18)
|
20.45%
|
2020 Q3
|
≈ 4.75 years
|
|
|
|
Lam Research Corp
|
+38.07%
|
+194,850
|
706,615
|
+1.91%
|
$72.70
|
+317.48%($303.51)
|
6.94%
|
2024 Q4
|
≈ 0.50 years
|
|
|
|
Transdigm Group Incorporated
|
+15.54%
|
+12,390
|
92,144
|
+2.32%
|
$1,383.29
|
-8.88%($1,260.50)
|
17.23%
|
2015 Q1
|
≈ 10.25 years
|
|
|
|
Amazon.com Inc
|
-8.08%
|
-42,800
|
487,191
|
-1.05%
|
$190.26
|
+42.46%($271.05)
|
12.53%
|
2021 Q3
|
≈ 3.75 years
|
|
|
|
Alphabet Inc, CL-C
|
-19.62%
|
-158,409
|
648,905
|
-3.2%
|
$156.23
|
+126.53%($353.90)
|
13.70%
|
2020 Q1
|
≈ 5.25 years
|
|
|
|
Moodys Corp
|
-21.95%
|
-22,960
|
81,627
|
-1.38%
|
$465.69
|
+2.91%($479.23)
|
5.14%
|
2015 Q2
|
≈ 10.00 years
|
|
|
|
Visa Inc, CL-A
|
-100%
|
-358,393
|
0
|
-14.66%
|
$316.04
|
+15.55%($365.18)
|
0.00%
|
2016 Q1
|
≈ 9.00 years
|
|
* 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.