Q1 2025 · 13F-HR
Triple Frond Partners LLCholdings as filed
Filed 2025-05-14 · accession 0001387292-25-000011
$739,947
Reported value
10
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $151,298 | 20.4% | 403,043 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $127,462 | 17.2% | 92,144 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $101,378 | 13.7% | 648,905 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $92,693 | 12.5% | 487,191 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $59,142 | 7.99% | 160,480 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $52,547 | 7.10% | 79,300 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $51,371 | 6.94% | 706,615 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $44,236 | 5.98% | 76,750 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $38,013 | 5.14% | 81,627 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | $21,807 | 2.95% | 2,415,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.