Triple Frond Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Triple Frond Partners LLC reported 10 stock positions worth $884.6 million. Its top holding was Microsoft (MSFT) at 22.7% of the portfolio, followed by Alphabet Class C (GOOG, 13.0%) and Transdigm (TDG, 12.7%). Compared with Q1 2025, it added to 2 and reduced 1. The biggest buy was Meta Platforms Class A (META, shares +44%) and the biggest sale Transdigm (TDG, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001454502
- Portfolio Value
- $884.6M (Q2 2025)
- SEC Filing
- 0001454502-25-000009 ↗ filed Aug 15, 2025
Holdings Value
Holdings 10 stocks · $884.6M
| MSFT Microsoft Corp. | 22.66% | 403,043 | $200.5M | No change |
| GOOG Alphabet Inc. Class C | 13.01% | 648,905 | $115.1M | No change |
| TDG Transdigm Group Inc. | 12.69% | 73,794 | $112.2M | Reduce -19.9% |
| AMZN Amazon.com Inc. | 12.08% | 487,191 | $106.9M | No change |
| META Meta Platforms Inc. Class A | 9.19% | 110,200 | $81.3M | Add +43.6% |
| LRCX Lam Research Corp. | 7.78% | 706,615 | $68.8M | No change |
| CHTR Charter Communications Inc. Class A | 7.42% | 160,480 | $65.6M | No change |
| ASML ASML Holding NV-NY Reg SHS | 7.18% | 79,300 | $63.5M | No change |
| MCO Moody's Corp. | 4.63% | 81,627 | $40.9M | No change |
| CCC CCC Intelligent Solutions Ho | 3.36% | 3,156,000 | $29.7M | Add +30.7% |
Portfolio Sells Q1 2025 → Q2 2025
| TDG Transdigm Group Inc. | Reduce -19.9% | 12.69% | −4.54 |
Portfolio Buys Q1 2025 → Q2 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $1.1B | ASML, TDG, MSFT, AMZN, GOOG |
| Q1 2026 | 12 | $962.9M | ASML, MSFT, TDG, GOOG, AMZN |
| Q4 2025 | 12 | $962.2M | MSFT, TDG, ASML, GOOG, AMZN |
| Q3 2025 | 11 | $918.0M | MSFT, GOOG, AMZN, ASML, TDG |
| Q2 2025Amended | 10 | $884.6M | MSFT, GOOG, TDG, AMZN, META |
| Q1 2025 | 10 | $739.9M | MSFT, TDG, GOOG, AMZN, CHTR |
| Q4 2024 | 9 | $772.5M | GOOG, MSFT, AMZN, V, TDG |
| Q3 2024 | 9 | $772.9M | GOOG, TDG, AMZN, V, MSFT |
| Q2 2024 | 11 | $852.3M | CHTR, GOOG, AMZN, MSFT, TDG |
| Q1 2024 | 11 | $878.6M | CHTR, TDG, GOOG, AMZN, MSFT |