Data as of Q4 2025 (Dec 31, 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
T7D
ASML
GOOG
AMZN
META
LRCX
ILMN
MSFT17.7%
T7D14.4%
ASML11.9%
GOOG11.5%
AMZN11.5%
META6.7%
LRCX5.3%
ILMN5.1%

📈 Biggest Buys

T7D
TRANSDIGM GROUP INC
+82.4%
14.4% of portfolio
LYV
LIVE NATION ENTERTAINMENT IN
NEW
3.8% of portfolio
TRU
TRANSUNION COM
+28.0%
4.9% of portfolio
CCC
CCC INTELLIGENT SOLUTION HOLDINGS INC
+31.1%
4.0% of portfolio

📉 Biggest Sells

GOOG
ALPHABET INC
-35.8%
11.5% of portfolio
LRCX
LAM RESEARCH CORP
-31.0%
5.3% of portfolio
MSFT
MICROSOFT CORP
-8.5%
17.7% of portfolio
AMZN
AMAZON.COM INC
-11.5%
11.5% of portfolio
ASML
ASML HOLDING N V
-4.2%
11.9% of portfolio

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 2023

📌 Top Holdings

MSFT17.7%
MICROSOFT CORP
$170.5M
T7D14.4%
TRANSDIGM GROUP INC
$138.2M
ASML11.9%
ASML HOLDING N V
$114.2M
GOOG11.5%
ALPHABET INC
$110.9M
AMZN11.5%
AMAZON.COM INC
$110.5M

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