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Triple Frond Partners LLC

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13F filer, CIK 1454502, SAN FRANCISCO, CA

Triple Frond Partners LLC reported $917,968,000 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 96.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001454502-25-000011

Period
2025-09-30
Reported value
$918M
Holdings
11
Top 10 weight
96.36%
New
2
Sold out
1

Part of the filer group Triple Frond Partners LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ILMNnew+390,600$37.1M
TRUnew+430,470$36.1M
ASMLadded+32,170$31.1M
AMZNadded+53,260$11.7M
CCCadded+508,500$4.63M

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
MCOexited-81,627-$40.9M
LRCXreduced-278,725-$37.3M
GOOGreduced-98,031-$23.9M
TDGreduced-16,830-$22.2M
MSFTreduced-17,865-$9.25M

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, Q3 2025

Share positions as resolved from 13F-HR 0001454502-25-000011, largest first. % of portfolio is the value over $917,968,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,144 shares; 2024Q4: 278,458 shares; 2025Q1: 403,043 shares; 2025Q2: 403,043 shares; 2025Q3: 385,178 shares 385,178$200M21.73%-17,865Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,850 shares; 2024Q4: 807,314 shares; 2025Q1: 648,905 shares; 2025Q2: 648,905 shares; 2025Q3: 550,874 shares 550,874$134M14.62%-98,031Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,771 shares; 2024Q4: 529,991 shares; 2025Q1: 487,191 shares; 2025Q2: 487,191 shares; 2025Q3: 540,451 shares 540,451$119M12.93%+53,260Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,300 shares; 2025Q2: 79,300 shares; 2025Q3: 111,470 shares 111,470$108M11.76%+32,170Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,673 shares; 2024Q4: 79,754 shares; 2025Q1: 92,144 shares; 2025Q2: 73,794 shares; 2025Q3: 56,964 shares 56,964$75.1M8.18%-16,830Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,750 shares; 2025Q2: 110,200 shares; 2025Q3: 101,655 shares 101,655$74.7M8.13%-8,545Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 511,765 shares; 2025Q1: 706,615 shares; 2025Q2: 706,615 shares; 2025Q3: 427,890 shares 427,890$57.3M6.24%-278,725Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,740 shares; 2024Q4: 160,480 shares; 2025Q1: 160,480 shares; 2025Q2: 160,480 shares; 2025Q3: 160,480 shares 160,480$44.1M4.81%0Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390,600 shares 390,600$37.1M4.04%newTimeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430,470 shares 430,470$36.1M3.93%newTimeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,415,000 shares; 2025Q2: 3,156,000 shares; 2025Q3: 3,664,500 shares 3,664,500$33.4M3.64%+508,500Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MCOMOODYS CORP81,627$40.9Mshares

How Q3 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 0001454502-25-000011 base2025-11-14acceptance time not in the bulk data set