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Showing Q4 2025 data
HedgeTrack has imported Q1 2026 data overall, but Triple Frond Partners LLC's latest available filing here is Q4 2025.
Triple Frond Partners LLC
•CIK: 1454502•Filing: Q4 2025
**Triple Frond Partners LLC** manages $962M across a concentrated portfolio of 12 positions. The fund exhibits significant exposure to technology and semiconductor leaders, with MSFT representing the largest holding at $170.5M. Notable allocations include T7D ($138.2M), ASML ($114.2M), and GOOG ($110.9M), indicating a focus on high-growth, industry-leading names. This structure suggests a conviction-driven, large-cap technology mandate.
Total AUM
$962.2M
QoQ Performance
+4.8%
Positions
12
Top 10 Concentration
92.9%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
TDG
ASML
GOOG
AMZN
META
LRCX
ILMN
MSFT17.7%
TDG14.4%
ASML11.9%
GOOG11.5%
AMZN11.5%
META6.7%
LRCX5.3%
ILMN5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.0%
Technology41.2%
Consumer11.5%
Communication3.3%
Changes from Q3 2025
NEW1 new position
↑3 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022