Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Portfolio 13F
Triple Frond Partners Holdings Activity
- Portfolio value:
- $962.18M≈ (+$44M≈)
- Previous value:
- $917.97M≈
- # of changes:
- 12
- New positions:
- 1
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 13 Feb 2026
Triple Frond Partners has disclosed a total of 12 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 3, bought 1 totally new and decreased the number of shares of 8 position(s).
What stocks did Triple Frond Partners buy in 2025 Q4?
What did Triple Frond Partners invest in during 2025 Q4?
In the 2025 Q4 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -8.48%), (TDG) Transdigm Group Incorporated (added shares +82.39%), (ASML) ASML Holding NV ADR (reduced shares -4.21%), (GOOG) Alphabet Inc, CL-C (reduced shares -35.84%) and (AMZN) Amazon.com Inc (reduced shares -11.46%).
12 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Live Nation Entertainment Inc
|
new
|
+255,858
|
255,858
|
+3.79%
|
$142.50
|
+22.13%($174.04)
|
3.79%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Transdigm Group Incorporated
|
+82.39%
|
+46,930
|
103,894
|
+6.49%
|
$1,329.85
|
-5.21%($1,260.50)
|
14.36%
|
2015 Q1
|
≈ 11.00 years
|
|
|
|
CCC Intelligent Solutions Holdings Inc
|
+31.12%
|
+1,140,536
|
4,805,036
|
+0.94%
|
$7.95
|
-21.38%($6.25)
|
3.97%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
TransUnion
|
+28.04%
|
+120,683
|
551,153
|
+1.08%
|
$85.75
|
-7.99%($78.90)
|
4.91%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Illumina Inc
|
-4.21%
|
-16,440
|
374,160
|
-0.23%
|
$131.16
|
+53.30%($201.07)
|
5.10%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
ASML Holding NV ADR
|
-4.21%
|
-4,692
|
106,778
|
-0.55%
|
$1,069.86
|
+54.74%($1,655.52)
|
11.87%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
Charter Communications Inc
|
-4.21%
|
-6,755
|
153,725
|
-0.15%
|
$208.75
|
-30.22%($145.66)
|
3.34%
|
2014 Q4
|
≈ 11.25 years
|
|
|
|
Meta Platforms Inc
|
-4.21%
|
-4,279
|
97,376
|
-0.31%
|
$660.09
|
-16.80%($549.19)
|
6.68%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
Microsoft Corp
|
-8.48%
|
-32,674
|
352,504
|
-1.72%
|
$483.62
|
-4.64%($461.18)
|
17.72%
|
2020 Q3
|
≈ 5.50 years
|
|
|
|
Amazon.com Inc
|
-11.46%
|
-61,917
|
478,534
|
-1.56%
|
$230.82
|
+17.43%($271.05)
|
11.48%
|
2021 Q3
|
≈ 4.50 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.