Triple Frond Partners LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ASML HOLDING N V | 79,300 | 111,470 | +32,170 | 63,550 | 107,913 | 11.76% | +44,363 |
| ILLUMINA INC COM(ILMN) | 0 | 390,600 | +390,600 | 0 | 37,095 | 4.04% | +37,095 |
| TRANSUNION COM(TRU) | 0 | 430,470 | +430,470 | 0 | 36,065 | 3.93% | +36,065 |
| ALPHABET INC(GOOG) | 648,905 | 550,874 | -98,031 | 115,109 | 134,165 | 14.62% | +19,056 |
| AMAZON.COM INC(AMZN) | 487,191 | 540,451 | +53,260 | 106,885 | 118,667 | 12.93% | +11,782 |
| CCC INTELLIGENT SOLUTION HOLDINGS INC(CCC) | 3,156,000 | 3,664,500 | +508,500 | 29,698 | 33,384 | 3.64% | +3,686 |
| MICROSOFT CORP(MSFT) | 403,043 | 385,178 | -17,865 | 200,478 | 199,503 | 21.73% | -975 |
| META PLATFORMS INC(META) | 110,200 | 101,655 | -8,545 | 81,337 | 74,653 | 8.13% | -6,684 |
| LAM RESEARCH CORP(LRCX) | 706,615 | 427,890 | -278,725 | 68,782 | 57,294 | 6.24% | -11,488 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 160,480 | 160,480 | 0 | 65,606 | 44,149 | 4.81% | -21,457 |
| TRANSDIGM GROUP INC(TDG) | 73,794 | 56,964 | -16,830 | 112,214 | 75,080 | 8.18% | -37,134 |
| MOODYS CORP(MCO) | 81,627 | 0 | -81,627 | 40,943 | 0 | — | -40,943 |