Triple Frond Partners
Triple Frond Partners
Latest 13F filing
Q4 2025
filed Feb 13, 2026
Portfolio value
$962.17K
Positions
12
Top 10 concentration
92.9%
QoQ change
+4.8%
+$44.21K
Activity vs. Q3 2025
1
New positions
3
Added to
0
Unchanged
8
Reduced
7
Exited
Portfolio composition — Q4 2025
- MSFTMICROSOFT CORP17.7%
- TDGTRANSDIGM GROUP INC14.4%
- ASMLASML HOLDING N V11.9%
- GOOGALPHABET INC11.5%
- AMZNAMAZON.COM INC11.5%
- METAMETA PLATFORMS INC6.7%
- LRCXLAM RESEARCH CORP5.3%
- ILMNILLUMINA INC COM5.1%
- TRUTRANSUNION COM4.9%
- CCCCCC INTELLIGENT SOLUTION HOLDINGS INC4.0%
- Other2 more positions7.1%
Top buys
New & added positions, by size
Holdings as of Q4 2025
| # | Ticker | Issuer | Shares | Value | % Portfolio | Reported price | Action | Δ Shares |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 352,504 | $170.48K | 17.72% | $0.48 | REDUCE | -8.5% |
| 2 | TDG | TRANSDIGM GROUP INC | 103,894 | $138.16K | 14.36% | $1.33 | ADD | +82.4% |
| 3 | ASML | ASML HOLDING N V | 106,778 | $114.24K | 11.87% | $1.07 | REDUCE | -4.2% |
| 4 | GOOG | ALPHABET INC | 353,459 | $110.92K | 11.53% | $0.31 | REDUCE | -35.8% |
| 5 | AMZN | AMAZON.COM INC | 478,534 | $110.45K | 11.48% | $0.23 | REDUCE | -11.5% |
| 6 | META | META PLATFORMS INC | 97,376 | $64.28K | 6.68% | $0.66 | REDUCE | -4.2% |
| 7 | LRCX | LAM RESEARCH CORP | 295,377 | $50.56K | 5.26% | $0.17 | REDUCE | -31.0% |
| 8 | ILMN | ILLUMINA INC COM | 374,160 | $49.08K | 5.10% | $0.13 | REDUCE | -4.2% |
| 9 | TRU | TRANSUNION COM | 551,153 | $47.26K | 4.91% | $0.09 | ADD | +28.0% |
| 10 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 4,805,036 | $38.20K | 3.97% | $0.01 | ADD | +31.1% |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 255,858 | $36.46K | 3.79% | $0.14 | NEW | — |
| 12 | CHTR | CHARTER COMMUNICATIONS INC N | 153,725 | $32.09K | 3.34% | $0.21 | REDUCE | -4.2% |
Positions exited in Q4 2025
Source: SEC EDGAR 13F-HR filing Feb 13, 2026. Reported prices are derived from the filing's value-to-shares ratio (effectively the quarter-end mark). Filings are published with a 45-day delay. CIK 0001454502.