What Triple Frond Partners Bought in Q2 2025
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$884.6M
Total Value
10
Holdings
0
New Buys
2
Reduced
In Q2 2025, Triple Frond Partners reported 10 long equity positions worth $884.6M in their Triple Frond Partners 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 403043 | $200.5M | 22.66% | — |
| 2 | GOOG | ALPHABET INC | 648905 | $115.1M | 13.01% | — |
| 3 | TDG | TRANSDIGM GROUP INC | 73794 | $112.2M | 12.69% | -19.9% |
| 4 | AMZN | AMAZON.COM INC | 487191 | $106.9M | 12.08% | — |
| 5 | META | META PLATFORMS INC | 110200 | $81.3M | 9.19% | 43.6% |
| 6 | LRCX | LAM RESEARCH CORP | 706615 | $68.8M | 7.78% | — |
| 7 | CHTR | Charter Communications | 160480 | $65.6M | 7.42% | — |
| 8 | ASML | ASML HOLDING N V | 79300 | $63.5M | 7.18% | — |
| 9 | MCO | MOODYS CORP | 81627 | $40.9M | 4.63% | — |
| 10 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3156000 | $29.7M | 3.36% | +30.7% |