Triple Frond Partners LLC Portfolio Holdings

Triple Frond Partners LLC

  • $740 Million
  • Q1 2025

Triple Frond Partners LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $740 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $151M, Trans Digm Group Inc with a value of $127M, Alphabet Inc. with a value of $101M, Amazon Com Inc with a value of $92.7M, and Charter Communications, Inc. with a value of $59.1M.

Examining the 13F form we can see an decrease of $32.5M in the current position value, from $772M to 740M.

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 $740 Million
Technology: $226 Million
Communication Services: $205 Million
Industrials: $127 Million
Consumer Cyclical: $92.7 Million
Financial Services: $38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.41T
$151 Million 20.45% of portfolio
403,043
Q1 2025 Added 44.74%
$79.2B
$127 Million 17.23% of portfolio
92,144
Q1 2025 Added 15.54%
$1.06T
$101 Million 13.7% of portfolio
648,905
Q1 2025 Reduced 19.62%
$2.09T
$92.7 Million 12.53% of portfolio
487,191
Q1 2025 Reduced 8.08%
$65.4B
$59.1 Million 7.99% of portfolio
160,480
Q4 2024 Reduced 40.73%
$297B
$52.5 Million 7.1% of portfolio
79,300
Q1 2025 New
Lam Research Corp
-
$51.4 Million 6.94% of portfolio
-
Q1 2025 Added 38.07%
$1.45T
$44.2 Million 5.98% of portfolio
76,750
Q1 2025 New
$87.7B
$38 Million 5.14% of portfolio
81,627
Q1 2025 Reduced 21.95%
$5.38B
$21.8 Million 2.95% of portfolio
2,415,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $740 Million
  • Prior Value $772 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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