Triple Frond Partners 13F, Q4 2025
Triple Frond Partners · quarter ending 31 December 2025 · filed 13 February 2026 · SEC CIK 1454502
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2025
Weights are against the whole filed book. Changes are in shares held, against the Q3 2025 filing.
| Company | Ticker | Value | % of book | vs Q3 2025 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $170.48M | 17.7% | -9% shares |
| TRANSDIGM GROUP INC | TDG | $138.16M | 14.4% | +82% shares |
| ASML HOLDING N V | $114.24M | 11.9% | -4% shares | |
| ALPHABET INC | GOOG | $110.92M | 11.5% | -36% shares |
| AMAZON.COM INC | AMZN | $110.45M | 11.5% | -12% shares |
| META PLATFORMS INC | META | $64.28M | 6.7% | -4% shares |
| LAM RESEARCH CORP | LRCX | $50.56M | 5.3% | -31% shares |
| ILLUMINA INC COM | ILMN | $49.08M | 5.1% | -4% shares |
| TRANSUNION COM | TRU | $47.26M | 4.9% | +28% shares |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | CCC | $38.20M | 4.0% | +31% shares |
| LIVE NATION ENTERTAINMENT IN | LYV | $36.46M | 3.8% | new |
| CHARTER COMMUNICATIONS INC N | CHTR | $32.09M | 3.3% | -4% shares |
What changed since Q3 2025
Against the Q3 2025 filing, Triple Frond Partners opened 1 new position, added to 3, trimmed 8, left 0 unchanged and exited 0. 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 0001454502-26-000003, 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.