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Triple Frond Partners

Triple Frond Partners

Concentrated quality growth

$962K

Portfolio Value

12

Holdings

Q4 '25

Period

2026-02-13

Filed

📈 Recent Activity

Changes from previous quarter

MSFTREDUCED
17.7% of portfolio
-8% shares-4.0pp
TDGREDUCED
14.4% of portfolio
+82% shares+6.2pp
ASMLFREDUCED
11.9% of portfolio
-4% shares+0.1pp
GOOGREDUCED
11.5% of portfolio
-36% shares-3.1pp
AMZNREDUCED
11.5% of portfolio
-11% shares-1.4pp
METAINCREASED
6.7% of portfolio
-4% shares-1.5pp
LRCXREDUCED
5.3% of portfolio
-31% shares-1.0pp
ILMNREDUCED
5.1% of portfolio
-4% shares+1.1pp
TRUINCREASED
4.9% of portfolio
+28% shares+1.0pp
CCCINCREASED
4.0% of portfolio
+31% shares+0.3pp
LYVNEW
3.8% of portfolio
New position
CHTRREDUCED
3.3% of portfolio
-4% shares-1.5pp

📊 Sector Breakdown

Portfolio allocation by sector

Technology 52.7%Unknown 25.9%Industrials 14.4%Communication Services 7.1%

💼 Holdings

🔍

12 of 12 positions · $962K

This quarter: 1 new position, increased 3, reduced 8. Net seller.

MSFTREDUCED
17.7%
17.7% of portfolio (was 21.7%, trimmed)
Filed ~$0
—📄
TDGREDUCED
14.4%
14.4% of portfolio (was 8.2%, trimmed)
Filed ~$1
—📄
ASMLFREDUCED
11.9%
11.9% of portfolio (was 11.8%, trimmed)
Filed ~$1
—📄
GOOGREDUCED
11.5%
11.5% of portfolio (was 14.6%, trimmed)
Filed ~$0
—📄
AMZNREDUCED
11.5%
11.5% of portfolio (was 12.9%, trimmed)
Filed ~$0
—📄
METAINCREASED
6.7%
6.7% of portfolio (was 8.1%, added)
Filed ~$1
—📄
LRCXREDUCED
5.3%
5.3% of portfolio (was 6.2%, trimmed)
Filed ~$0
—📄
ILMNREDUCED
5.1%
5.1% of portfolio (was 4.0%, trimmed)
Filed ~$0
—📄
TRUINCREASED
4.9%
4.9% of portfolio (was 3.9%, added)
Filed ~$0
—📄
CCCINCREASED
4.0%
4.0% of portfolio (was 3.6%, added)
Filed ~$0
—📄
LYVNEW
3.8%
3.8% of portfolio (new position)
Filed ~$0
—📄
CHTRREDUCED
3.3%
3.3% of portfolio (was 4.8%, trimmed)
Filed ~$0
—📄