Triple Frond Partners LLC Portfolio Holdings

Triple Frond Partners LLC

  • $918 Million
  • Q3 2025

Triple Frond Partners LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $918 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $200M, Alphabet Inc. with a value of $134M, Amazon Com Inc with a value of $119M, Asml Holding Nv with a value of $108M, and Trans Digm Group Inc with a value of $75.1M.

Examining the 13F form we can see an increase of $33.4M in the current position value, from $885M to 918M.

Triple Frond Partners LLC is based out at San Francisco, CA

Below you can find more details about Triple Frond Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $918 Million
Technology: $341 Million
Communication Services: $253 Million
Consumer Cyclical: $119 Million
Industrials: $111 Million
Healthcare: $37.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$200 Million 21.73% of portfolio
385,178
Q3 2025 Reduced 4.43%
$1.74T
$134 Million 14.62% of portfolio
550,874
Q3 2025 Reduced 15.11%
$2.39T
$119 Million 12.93% of portfolio
540,451
Q3 2025 Added 10.93%
$405B
$108 Million 11.76% of portfolio
111,470
Q3 2025 Added 40.57%
$72.7B
$75.1 Million 8.18% of portfolio
56,964
Q3 2025 Reduced 22.81%
$1.37T
$74.7 Million 8.13% of portfolio
101,655
Q3 2025 Reduced 7.75%
Lam Research Corp
-
$57.3 Million 6.24% of portfolio
-
Q3 2025 Reduced 39.45%
$32.4B
$44.1 Million 4.81% of portfolio
160,480
Q4 2024 Reduced 40.73%
$19B
$37.1 Million 4.04% of portfolio
390,600
Q3 2025 New
$15.3B
$36.1 Million 3.93% of portfolio
430,470
Q3 2025 New
$4.64B
$33.4 Million 3.64% of portfolio
3,664,500
Q3 2025 Added 16.11%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $918 Million
  • Prior Value $885 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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