Triple Frond Partners LLC Portfolio Holdings

Triple Frond Partners LLC

  • $885 Million
  • Q2 2025

Triple Frond Partners LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $885 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 $200M, Alphabet Inc. with a value of $115M, Trans Digm Group Inc with a value of $112M, Amazon Com Inc with a value of $107M, and Meta Platforms, Inc. with a value of $81.3M.

Examining the 13F form we can see an increase of $314M in the current position value, from $571M to 885M.

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 $885 Million
Technology: $294 Million
Communication Services: $262 Million
Industrials: $112 Million
Consumer Cyclical: $107 Million
Financial Services: $40.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$200 Million 22.66% of portfolio
403,043
Q1 2025 Added 44.74%
$1.24T
$115 Million 13.01% of portfolio
648,905
Q1 2025 Reduced 19.62%
$76.5B
$112 Million 12.69% of portfolio
73,794
Q2 2025 Reduced 19.91%
$2.26T
$107 Million 12.08% of portfolio
487,191
Q1 2025 Reduced 8.08%
$1.78T
$81.3 Million 9.19% of portfolio
110,200
Q2 2025 Added 43.58%
$42.3B
$65.6 Million 7.42% of portfolio
160,480
Q4 2024 Reduced 40.73%
$295B
$63.6 Million 7.18% of portfolio
79,300
Q1 2025 New
$94.5B
$40.9 Million 4.63% of portfolio
81,627
Q1 2025 Reduced 21.95%
$5.79B
$29.7 Million 3.36% of portfolio
3,156,000
Q2 2025 Added 30.68%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $885 Million
  • Prior Value $571 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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