Triple Frond Partners LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Triple Frond Partners LLC held in its portfolio 12 assets valued at $962,175 (i.e. $962.18K).

The most valuable assets in the portfolio included: MICROSOFT CORP ($170.48K), TRANSDIGM GROUP INC ($138.16K), and ASML HOLDING N V ($114.24K).

The chart below shows the top 10 valuable assets, and the table below shows the top 12 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Triple Frond Partners LLC Portfolio

MICROSOFT CORP

TRANSDIGM GROUP INC

ASML HOLDING N V

ALPHABET INC

AMAZON.COM INC

META PLATFORMS INC

LAM RESEARCH CORP

ILLUMINA INC COM

TRANSUNION COM

CCC INTELLIGENT SOLUTION HOLDINGS INC

Triple Frond Partners LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
MICROSOFT CORP	352504	170478	COM
TRANSDIGM GROUP INC	103894	138163	COM
ASML HOLDING N V	106778	114238	NY REG SHS
ALPHABET INC	353459	110915	CAP STK CL C
AMAZON.COM INC	478534	110455	COM
META PLATFORMS INC	97376	64277	CL A
LAM RESEARCH CORP	295377	50563	COM NEW
ILLUMINA INC COM	374160	49075	COM
TRANSUNION COM	551153	47261	COM
CCC INTELLIGENT SOLUTION HOLDINGS INC	4805036	38200	COM
LIVE NATION ENTERTAINMENT IN	255858	36460	COM
CHARTER COMMUNICATIONS INC N	153725	32090	CL A