What Triple Frond Partners Bought in Q4 2025
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$962.2M
Total Value
12
Holdings
1
New Buys
8
Reduced
In Q4 2025, Triple Frond Partners reported 12 long equity positions worth $962.2M in their Triple Frond Partners 13F filing, including 1 new positions (largest: LIVE NATION ENTERTAINMENT IN at $36.5M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 352504 | $170.5M | 17.72% | -8.5% |
| 2 | TDG | TRANSDIGM GROUP INC | 103894 | $138.2M | 14.36% | 82.4% |
| 3 | ASML | ASML HOLDING N V | 106778 | $114.2M | 11.87% | -4.2% |
| 4 | GOOG | ALPHABET INC | 353459 | $110.9M | 11.53% | -35.8% |
| 5 | AMZN | AMAZON.COM INC | 478534 | $110.5M | 11.48% | -11.5% |
| 6 | META | META PLATFORMS INC | 97376 | $64.3M | 6.68% | +-4.2% |
| 7 | LRCX | LAM RESEARCH CORP | 295377 | $50.6M | 5.26% | -31.0% |
| 8 | ILMN | ILLUMINA INC COM | 374160 | $49.1M | 5.10% | -4.2% |
| 9 | TRU | TRANSUNION COM | 551153 | $47.3M | 4.91% | +28.0% |
| 10 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 4805036 | $38.2M | 3.97% | +31.1% |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 255858 | $36.5M | 3.79% | NEW |
| 12 | CHTR | Charter Communications | 153725 | $32.1M | 3.34% | -4.2% |