Triple Frond Partners LLC Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001454502 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value: $740M

Holdings (10)

MSFT MICROSOFT CORP 20.4%

Value $151M Shares 403,043 Est. Cost $299.22 Unrealized +35.4%

TDG TRANSDIGM GROUP INC 17.2%

Value $127M Shares 92,144 Est. Cost $602.38 Unrealized +107.1%

GOOG ALPHABET INC 13.7%

Value $101M Shares 648,905 Est. Cost $119.24 Unrealized +53.0%

AMZN AMAZON.COM INC 12.5%

Value $92.69M Shares 487,191 Est. Cost $122.77 Unrealized +76.8%

CHTR CHARTER COMMUNICATIONS INC N 8.0%

Value $59.14M Shares 160,480 Est. Cost $299.17 Unrealized +19.6%

ASML ASML HOLDING N V 7.1%

Value $52.55M Shares 79,300 Est. Cost $662.64 Unrealized —

LRCX LAM RESEARCH CORP 6.9%

Value $51.37M Shares 706,615 Est. Cost $75.84 Unrealized +3.0%

META META PLATFORMS INC 6.0%

Value $44.24M Shares 76,750 Est. Cost $643.25 Unrealized 0.0%

MCO MOODYS CORP 5.1%

Value $38.01M Shares 81,627 Est. Cost $203.57 Unrealized +135.1%

CCC CCC INTELLIGENT SOLUTION HOLDINGS INC 2.9%

Value $21.81M Shares 2,415,000 Est. Cost $10.38 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	403,043	$151M	20.4%	$299.22	+35.4%	—	594918104
TDG	TRANSDIGM GROUP INC	92,144	$127M	17.2%	$602.38	+107.1%	—	893641100
GOOG	ALPHABET INC	648,905	$101M	13.7%	$119.24	+53.0%	—	02079K107
AMZN	AMAZON.COM INC	487,191	$92.69M	12.5%	$122.77	+76.8%	—	023135106
CHTR	CHARTER COMMUNICATIONS INC N	160,480	$59.14M	8.0%	$299.17	+19.6%	—	16119P108
ASML	ASML HOLDING N V	79,300	$52.55M	7.1%	$662.64	—	—	N07059210
LRCX	LAM RESEARCH CORP	706,615	$51.37M	6.9%	$75.84	+3.0%	—	512807306
META	META PLATFORMS INC	76,750	$44.24M	6.0%	$643.25	0.0%	—	30303M102
MCO	MOODYS CORP	81,627	$38.01M	5.1%	$203.57	+135.1%	—	615369105
CCC	CCC INTELLIGENT SOLUTION HOLDINGS INC	2,415,000	$21.81M	2.9%	$10.38	0.0%	—	12510Q100