What Triple Frond Partners Bought in Q1 2025
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$739.9M
Total Value
10
Holdings
3
New Buys
2
Reduced
In Q1 2025, Triple Frond Partners reported 10 long equity positions worth $739.9M in their Triple Frond Partners 13F filing, including 3 new positions (largest: ASML HOLDING N V at $52.5M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 403043 | $151.3M | 20.45% | +44.7% |
| 2 | TDG | TRANSDIGM GROUP INC | 92144 | $127.5M | 17.23% | +15.5% |
| 3 | GOOG | ALPHABET INC | 648905 | $101.4M | 13.70% | -19.6% |
| 4 | AMZN | AMAZON.COM INC | 487191 | $92.7M | 12.53% | -8.1% |
| 5 | CHTR | Charter Communications | 160480 | $59.1M | 7.99% | — |
| 6 | ASML | ASML HOLDING N V | 79300 | $52.5M | 7.10% | NEW |
| 7 | LRCX | LAM RESEARCH CORP | 706615 | $51.4M | 6.94% | +38.1% |
| 8 | META | META PLATFORMS INC | 76750 | $44.2M | 5.98% | NEW |
| 9 | MCO | MOODYS CORP | 81627 | $38.0M | 5.14% | +-22.0% |
| 10 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 2415000 | $21.8M | 2.95% | NEW |