Triple Frond Partners LLC Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001454502 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 15, 2025

Total Value: $885M

Holdings (10)

MSFT MICROSOFT CORP 22.7%

Value $200M Shares 403,043 Est. Cost $299.22 Unrealized +44.5%

GOOG ALPHABET INC 13.0%

Value $115M Shares 648,905 Est. Cost $119.24 Unrealized +38.3%

TDG TRANSDIGM GROUP INC 12.7%

Value $112M Shares 73,794 Est. Cost $602.38 Unrealized +118.2%

AMZN AMAZON.COM INC 12.1%

Value $107M Shares 487,191 Est. Cost $122.77 Unrealized +61.2%

META META PLATFORMS INC 9.2%

Value $81.34M Shares 110,200 Est. Cost $635.16 Unrealized -2.9%

LRCX LAM RESEARCH CORP 7.8%

Value $68.78M Shares 706,615 Est. Cost $75.84 Unrealized +4.0%

CHTR CHARTER COMMUNICATIONS INC N 7.4%

Value $65.61M Shares 160,480 Est. Cost $299.17 Unrealized +27.9%

ASML ASML HOLDING N V 7.2%

Value $63.55M Shares 79,300 Est. Cost $662.64 Unrealized —

MCO MOODYS CORP 4.6%

Value $40.94M Shares 81,627 Est. Cost $203.57 Unrealized +126.5%

CCC CCC INTELLIGENT SOLUTION HOLDINGS INC 3.4%

Value $29.7M Shares 3,156,000 Est. Cost $10.05 Unrealized -11.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	403,043	$200M	22.7%	$299.22	+44.5%	—	594918104
GOOG	ALPHABET INC	648,905	$115M	13.0%	$119.24	+38.3%	—	02079K107
TDG	TRANSDIGM GROUP INC	73,794	$112M	12.7%	$602.38	+118.2%	—	893641100
AMZN	AMAZON.COM INC	487,191	$107M	12.1%	$122.77	+61.2%	—	023135106
META	META PLATFORMS INC	110,200	$81.34M	9.2%	$635.16	-2.9%	—	30303M102
LRCX	LAM RESEARCH CORP	706,615	$68.78M	7.8%	$75.84	+4.0%	—	512807306
CHTR	CHARTER COMMUNICATIONS INC N	160,480	$65.61M	7.4%	$299.17	+27.9%	—	16119P108
ASML	ASML HOLDING N V	79,300	$63.55M	7.2%	$662.64	—	—	N07059210
MCO	MOODYS CORP	81,627	$40.94M	4.6%	$203.57	+126.5%	—	615369105
CCC	CCC INTELLIGENT SOLUTION HOLDINGS INC	3,156,000	$29.7M	3.4%	$10.05	-11.0%	—	12510Q100