The Analysis of Triple Frond Partners LLC's Holdings


Currently, Triple Frond Partners LLC holds 12 types of securities in its portfolio with a total value $962.2K. In the most recent quarter, they have increased their positions in TDG (+46.9K shares, valued at $62.4K), LYV (+255.9K shares, valued at $36.5K), TRU (+120.7K shares, valued at $10.3K); decreased their positions in N/A (-197.4K shares, valued at $61.9K), N/A (-132.5K shares, valued at $22.7K), MSFT (-32.7K shares, valued at $15.8K); initiated new positions in LYV (+255.9K shares, valued at $36.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP352.5K shares-8.48%2025-12-312026-02-13history
TDG TRANSDIGM GROUP INC103.9K shares82.39%2025-12-312026-02-13history
ASML ASML HOLDING N V106.8K shares-4.21%2025-12-312026-02-13history
ALPHABET INC ALPHABET INC353.5K shares-35.84%2025-12-312026-02-13history
AMZN AMAZON.COM INC478.5K shares-11.46%2025-12-312026-02-13history
META META PLATFORMS INC97.4K shares-4.21%2025-12-312026-02-13history
LAM RESEARCH CORP LAM RESEARCH CORP295.4K shares-30.97%2025-12-312026-02-13history
ILMN ILLUMINA INC COM374.2K shares-4.21%2025-12-312026-02-13history
Sponsored
TRU TRANSUNION COM551.2K shares28.04%2025-12-312026-02-13history
CCC CCC INTELLIGENT SOLUTION HOLDINGS INC4.8M shares31.12%2025-12-312026-02-13history
LYV LIVE NATION ENTERTAINMENT IN255.9K sharesnew addition2025-12-312026-02-13history
CHTR CHARTER COMMUNICATIONS INC N153.7K shares-4.21%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available