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Triple Frond Partners LLC
Triple Frond Partners LLC is an institution, managing $776.7M across 9 long positions as of Q3 2025 with 33% Technology concentration, with only 9 positions, and 26% allocation to MSFT.
- Portfolio Value
- $776.7M
- Positions
- 9
- Top Holding
- MSFT at 25.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Triple Frond Partners LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $199.5M | 25.69% | -$9.3M Sold | 0.01% 385.2K shares | |
Internet Content & Information Communication Services | $134.2M | 17.27% | -$23.9M Sold | 0.00% 550.9K shares | |
Specialty Retail Consumer Cyclical | $118.7M | 15.28% | +$11.7M Bought | 0.01% 540.5K shares | |
Aerospace & Defense Industrials | $75.1M | 9.67% | -$22.2M Sold | 0.10% 57.0K shares | |
Internet Content & Information Communication Services | $74.7M | 9.61% | -$6.3M Sold | 0.00% 101.7K shares | |
Semiconductors Technology | $57.3M | 7.38% | -$37.3M Sold | 0.03% 427.9K shares | |
Telecommunications Services Communication Services | $44.1M | 5.68% | — | 0.12% 160.5K shares | |
Medical - Diagnostics & Research Healthcare | $37.1M | 4.78% | +$37.1M New | 0.25% 390.6K shares | |
Consulting Services Industrials | $36.1M | 4.64% | +$36.1M New | 0.22% 430.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Triple Frond Partners LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+10.93% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-39.45% | |
-22.81% | |
-15.11% |
Analytics
Portfolio insights and performance metrics for Triple Frond Partners LLC
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