Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- 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?
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 NV ADR (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
|
+111.72%($201.07)
|
4.04%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
TransUnion
|
new
|
+430,470
|
430,470
|
+3.93%
|
$83.78
|
-5.83%($78.90)
|
3.93%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
ASML Holding NV ADR
|
+40.57%
|
+32,170
|
111,470
|
+3.39%
|
$968.09
|
+71.01%($1,655.52)
|
11.76%
|
2025 Q1
|
≈ 0.75 years
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
+16.11%
|
+508,500
|
3,664,500
|
+0.5%
|
$9.11
|
-31.39%($6.25)
|
3.64%
|
2025 Q1
|
≈ 0.75 years
|
|
|
|
Amazon.com Inc
|
+10.93%
|
+53,260
|
540,451
|
+1.27%
|
$219.57
|
+23.45%($271.05)
|
12.93%
|
2021 Q3
|
≈ 4.25 years
|
|
|
|
Microsoft Corp
|
-4.43%
|
-17,865
|
385,178
|
-1.05%
|
$517.95
|
-10.96%($461.18)
|
21.73%
|
2020 Q3
|
≈ 5.25 years
|
|
|
|
Meta Platforms Inc
|
-7.75%
|
-8,545
|
101,655
|
-0.71%
|
$734.38
|
-25.22%($549.19)
|
8.13%
|
2025 Q1
|
≈ 0.75 years
|
|
|
|
Alphabet Inc, CL-C
|
-15.11%
|
-98,031
|
550,874
|
-2.7%
|
$243.55
|
+45.31%($353.90)
|
14.62%
|
2020 Q1
|
≈ 5.75 years
|
|
|
|
Transdigm Group Incorporated
|
-22.81%
|
-16,830
|
56,964
|
-2.51%
|
$1,318.03
|
-4.36%($1,260.50)
|
8.18%
|
2015 Q1
|
≈ 10.75 years
|
|
|
|
Lam Research Corp
|
-39.45%
|
-278,725
|
427,890
|
-4.22%
|
$133.90
|
+126.67%($303.51)
|
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.