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The Analysis of Triple Frond Partners LLC's Holdings & P&L

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).

1M P&L

+22.5M+2.84%

3M P&L

+26.5M+3.36%

HY P&L

+45.5M+5.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure170.5K

21.3%

2Aerospace & Defense138.2K

17.3%

3Semiconductor Equipment & Materials114.2K

14.3%

Top Industries by Stock Count

1Semiconductor Equipment & Materials1 stocks

10.0%

2Internet Retail1 stocks

10.0%

3Software - Application1 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP352.5K shares-8.48%2025-12-312026-02-13

TDG TRANSDIGM GROUP INC103.9K shares82.39%2025-12-312026-02-13

ASML ASML HOLDING N V106.8K shares-4.21%2025-12-312026-02-13

ALPHABET INC ALPHABET INC353.5K shares-35.84%2025-12-312026-02-13

AMZN AMAZON.COM INC478.5K shares-11.46%2025-12-312026-02-13

META META PLATFORMS INC97.4K shares-4.21%2025-12-312026-02-13

LAM RESEARCH CORP LAM RESEARCH CORP295.4K shares-30.97%2025-12-312026-02-13

ILMN ILLUMINA INC COM374.2K shares-4.21%2025-12-312026-02-13

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TRU TRANSUNION COM551.2K shares28.04%2025-12-312026-02-13

CCC CCC INTELLIGENT SOLUTION HOLDINGS INC4.8M shares31.12%2025-12-312026-02-13

LYV LIVE NATION ENTERTAINMENT IN255.9K sharesnew addition2025-12-312026-02-13

CHTR CHARTER COMMUNICATIONS INC N153.7K shares-4.21%2025-12-312026-02-13

MICROSOFT CORP

-8.48%

Shares352.5K

Event2025-12-31

Filed2026-02-13

TRANSDIGM GROUP INC

82.39%

Shares103.9K

Event2025-12-31

Filed2026-02-13

ASML HOLDING N V

-4.21%

Shares106.8K

Event2025-12-31

Filed2026-02-13

ALPHABET INC

-35.84%

Shares353.5K

Event2025-12-31

Filed2026-02-13

AMAZON.COM INC

-11.46%

Shares478.5K

Event2025-12-31

Filed2026-02-13

META PLATFORMS INC

-4.21%

Shares97.4K

Event2025-12-31

Filed2026-02-13

LAM RESEARCH CORP

LAM RESEARCH CORP

-30.97%

Shares295.4K

Event2025-12-31

Filed2026-02-13

ILLUMINA INC COM

-4.21%

Shares374.2K

Event2025-12-31

Filed2026-02-13

TRANSUNION COM

28.04%

Shares551.2K

Event2025-12-31

Filed2026-02-13

CCC INTELLIGENT SOLUTION HOLDINGS INC

31.12%

Shares4.8M

Event2025-12-31

Filed2026-02-13

LIVE NATION ENTERTAINMENT IN

New

Shares255.9K

Event2025-12-31

Filed2026-02-13

CHARTER COMMUNICATIONS INC N

-4.21%

Shares153.7K

Event2025-12-31

Filed2026-02-13

Call Option Holdings

No call option holdings data available

No call option holdings data available

Put Option Holdings

No put option holdings data available

No put option holdings data available

Triple Frond Partners LLC Institutional Holdings, Portfolio & P&L — TradeFomo