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Triple Frond Partners LLC

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13F filer, CIK 1454502, SAN FRANCISCO, CA

Triple Frond Partners LLC reported $884,602,000 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2025-08-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001454502-25-000009

Period
2025-06-30
Reported value
$885M
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Part of the filer group Triple Frond Partners LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+33,450$24.7M
CCCadded+741,000$6.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TDGreduced-18,350-$27.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR/A 0001454502-25-000009, largest first. % of portfolio is the value over $884,602,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,144 shares; 2024Q4: 278,458 shares; 2025Q1: 403,043 shares; 2025Q2: 403,043 shares 403,043$200M22.66%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,850 shares; 2024Q4: 807,314 shares; 2025Q1: 648,905 shares; 2025Q2: 648,905 shares 648,905$115M13.01%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,673 shares; 2024Q4: 79,754 shares; 2025Q1: 92,144 shares; 2025Q2: 73,794 shares 73,794$112M12.69%-18,350Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,771 shares; 2024Q4: 529,991 shares; 2025Q1: 487,191 shares; 2025Q2: 487,191 shares 487,191$107M12.08%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,750 shares; 2025Q2: 110,200 shares 110,200$81.3M9.19%+33,450Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 511,765 shares; 2025Q1: 706,615 shares; 2025Q2: 706,615 shares 706,615$68.8M7.78%0Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,740 shares; 2024Q4: 160,480 shares; 2025Q1: 160,480 shares; 2025Q2: 160,480 shares 160,480$65.6M7.42%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,300 shares; 2025Q2: 79,300 shares 79,300$63.5M7.18%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,387 shares; 2024Q4: 104,587 shares; 2025Q1: 81,627 shares; 2025Q2: 81,627 shares 81,627$40.9M4.63%0Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,415,000 shares; 2025Q2: 3,156,000 shares 3,156,000$29.7M3.36%+741,000Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001454502-25-000004 superseded2025-08-13acceptance time not in the bulk data set
13F-HR/A 0001454502-25-000009 baserestatement2025-08-15acceptance time not in the bulk data set