We are live on ! Find out more
TFP

Triple Frond Partners Portfolio holdings

AUM $963M
1-Year Est. Return 27.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$963M
AUM Growth
+$720K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$92.4M
2
+$20.4M
3
+$16.6M
4
META icon
Meta Platforms (Facebook)
META
+$13M
5
CCC
CCC Intelligent Solutions
CCC
+$3.98M

Top Sells

1
+$50.6M
2
+$8.89M
3
+$3.19M

Sector Composition

1 Technology 33.24%
2 Communication Services 24.68%
3 Financials 14.98%
4 Industrials 12.82%
5 Consumer Discretionary 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
1
ASML
ASML
$682B
$157M 16.31%
118,917
+12,139
MSFT icon
2
Microsoft
MSFT
$2.9T
$130M 13.55%
352,504
TDG icon
3
TransDigm Group
TDG
$75.4B
$123M 12.82%
106,544
+2,650
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.35T
$101M 10.53%
353,459
AMZN icon
5
Amazon
AMZN
$2.61T
$99.7M 10.35%
478,534
MA icon
6
Mastercard
MA
$477B
$87.7M 9.11%
+175,472
META icon
7
Meta Platforms (Facebook)
META
$1.48T
$67.3M 6.99%
117,628
+20,252
TRU icon
8
TransUnion
TRU
$15.1B
$56.6M 5.88%
817,828
+266,675
ILMN icon
9
Illumina
ILMN
$28.5B
$37.8M 3.92%
306,460
-67,700
LYV icon
10
Live Nation Entertainment
LYV
$43.4B
$35.8M 3.72%
234,765
-21,093
CHTR icon
11
Charter Communications
CHTR
$16.9B
$33.2M 3.45%
153,725
CCC
12
CCC Intelligent Solutions
CCC
$3.28B
$32.5M 3.37%
5,413,036
+608,000
LRCX icon
13
Lam Research
LRCX
$439B
– –
-295,377