What Triple Frond Partners Bought in Q3 2025
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$918.0M
Total Value
11
Holdings
2
New Buys
6
Reduced
In Q3 2025, Triple Frond Partners reported 11 long equity positions worth $918.0M in their Triple Frond Partners 13F filing, including 2 new positions (largest: ILLUMINA INC COM at $37.1M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 385178 | $199.5M | 21.73% | -4.4% |
| 2 | GOOG | ALPHABET INC | 550874 | $134.2M | 14.62% | -15.1% |
| 3 | AMZN | AMAZON.COM INC | 540451 | $118.7M | 12.93% | +10.9% |
| 4 | ASML | ASML HOLDING N V | 111470 | $107.9M | 11.76% | 40.6% |
| 5 | TDG | TRANSDIGM GROUP INC | 56964 | $75.1M | 8.18% | -22.8% |
| 6 | META | META PLATFORMS INC | 101655 | $74.7M | 8.13% | -7.8% |
| 7 | LRCX | LAM RESEARCH CORP | 427890 | $57.3M | 6.24% | -39.4% |
| 8 | CHTR | Charter Communications | 160480 | $44.1M | 4.81% | — |
| 9 | ILMN | ILLUMINA INC COM | 390600 | $37.1M | 4.04% | NEW |
| 10 | TRU | TRANSUNION COM | 430470 | $36.1M | 3.93% | NEW |
| 11 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 3664500 | $33.4M | 3.64% | +16.1% |