Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $884.60M≈ (+$145M≈)
- Previous value:
- $739.95M≈
- # of changes:
- 3
- New positions:
- 0
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 15 Aug 2025
Triple Frond Partners has disclosed a total of 3 changes to the portfolio in the (2025 Q2) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 1 position(s).
What did Triple Frond Partners invest in during 2025 Q2?
3 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Meta Platforms Inc
|
+43.58%
|
+33,450
|
110,200
|
+2.79%
|
$738.09
|
-25.59%($549.19)
|
9.19%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
+30.68%
|
+741,000
|
3,156,000
|
+0.79%
|
$9.41
|
-33.58%($6.25)
|
3.36%
|
2025 Q1
|
≈ 0.50 years
|
|
|
|
Transdigm Group Incorporated
|
-19.91%
|
-18,350
|
73,794
|
-3.77%
|
$1,520.64
|
-17.11%($1,260.50)
|
12.69%
|
2015 Q1
|
≈ 10.50 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.