The Analysis of Triple Frond Partners LLC's Holdings


Currently, Triple Frond Partners LLC holds 11 types of securities in its portfolio with a total value $918.0K. In the most recent quarter, they have increased their positions in ILMN (+390.6K shares, valued at $37.1K), TRU (+430.5K shares, valued at $36.1K), ASML (+32.2K shares, valued at $31.1K); decreased their positions in LRCX (-278.7K shares, valued at $37.3K), GOOG (-98.0K shares, valued at $23.9K), TDG (-16.8K shares, valued at $22.2K); initiated new positions in ILMN (+390.6K shares, valued at $37.1K), TRU (+430.5K shares, valued at $36.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP385.2K shares-4.43%2025-09-302025-11-14history
GOOG ALPHABET INC550.9K shares-15.11%2025-09-302025-11-14history
AMZN AMAZON.COM INC540.5K shares10.93%2025-09-302025-11-14history
ASML ASML HOLDING N V111.5K shares40.57%2025-09-302025-11-14history
TDG TRANSDIGM GROUP INC57.0K shares-22.81%2025-09-302025-11-14history
META META PLATFORMS INC101.7K shares-7.75%2025-09-302025-11-14history
LRCX LAM RESEARCH CORP427.9K shares-39.45%2025-09-302025-11-14history
CHTR CHARTER COMMUNICATIONS INC N160.5K shares0.00%2025-09-302025-11-14history
Sponsored
ILMN ILLUMINA INC COM390.6K sharesnew addition2025-09-302025-11-14history
TRU TRANSUNION COM430.5K sharesnew addition2025-09-302025-11-14history
CCC CCC INTELLIGENT SOLUTION HOLDINGS INC3.7M shares16.11%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available