Triple Frond Partners 13F, Q1 2025
Triple Frond Partners · quarter ending 31 March 2025 · filed 14 May 2025 · SEC CIK 1454502
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $151.30M | 20.4% | +45% shares |
| TRANSDIGM GROUP INC | TDG | $127.46M | 17.2% | +16% shares |
| ALPHABET INC | GOOG | $101.38M | 13.7% | -20% shares |
| AMAZON.COM INC | AMZN | $92.69M | 12.5% | -8% shares |
| CHARTER COMMUNICATIONS INC N | CHTR | $59.14M | 8.0% | unchanged |
| ASML HOLDING N V | $52.55M | 7.1% | new | |
| LAM RESEARCH CORP | LRCX | $51.37M | 6.9% | +38% shares |
| META PLATFORMS INC | META | $44.24M | 6.0% | new |
| MOODYS CORP | MCO | $38.01M | 5.1% | -22% shares |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | $21.81M | 3.0% | new |
What changed since Q4 2024
Against the Q4 2024 filing, Triple Frond Partners opened 3 new positions, added to 3, trimmed 3, left 1 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001387292-25-000011, filed by Triple Frond Partners LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.