We are live on ! Find out more
TFP

Triple Frond Partners Portfolio holdings

AUM $1.12B
1-Year Est. Return 24.07%
This Fund
S&P 500
This Quarter Est. Return
-5.31%
1 Year Est. Return
+24.07%
3 Year Est. Return
+92.86%
5 Year Est. Return
+80.52%
10 Year Est. Return
+459.32%
AUM
$740M
AUM Growth
-$32.5M
Cap. Flow
+$23.1M
Cap. Flow %
3.12%
Top 10 Hldgs %
100%
Holding
12
New
3
Increased
3
Reduced
3
Closed
2

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$57.7M
2
MSFT icon
Microsoft
MSFT
+$50.8M
3
META icon
Meta Platforms (Facebook)
META
+$49.5M
4
CCC
CCC Intelligent Solutions
CCC
+$25.1M
5
TDG icon
TransDigm Group
TDG
+$16.5M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$113M
2
CP icon
Canadian Pacific Kansas City
CP
+$29.3M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$29M
4
MCO icon
Moody's
MCO
+$11.1M
5
AMZN icon
Amazon
AMZN
+$9.29M

Sector Composition

Rank Sector Weight
1 Technology 37.44%
2 Communication Services 27.67%
3 Industrials 17.23%
4 Consumer Discretionary 12.53%
5 Financials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.57T
$151M 20.45%
403,043
+124,585
+45% +$50.8M
TDG icon
2
TransDigm Group
TDG
$65.3B
$127M 17.23%
92,144
+12,390
+16% +$16.5M
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.14T
$101M 13.7%
648,905
-158,409
-20% -$29M
AMZN icon
4
Amazon
AMZN
$2.81T
$92.7M 12.53%
487,191
-42,800
-8% -$9.29M
CHTR icon
5
Charter Communications
CHTR
$17.6B
$59.1M 7.99%
160,480
– –
ASML icon
6
ASML
ASML
$672B
$52.5M 7.1%
+79,300
New +$57.7M
LRCX icon
7
Lam Research
LRCX
$389B
$51.4M 6.94%
706,615
+194,850
+38% +$15.3M
META icon
8
Meta Platforms (Facebook)
META
$1.39T
$44.2M 5.98%
+76,750
New +$49.5M
MCO icon
9
Moody's
MCO
$86.4B
$38M 5.14%
81,627
-22,960
-22% -$11.1M
CCC
10
CCC Intelligent Solutions
CCC
$4.39B
$21.8M 2.95%
+2,415,000
New +$25.1M
CP icon
11
Canadian Pacific Kansas City
CP
$83.4B
– –
-404,369
Closed -$29.3M
V icon
12
Visa
V
$683B
– –
-358,393
Closed -$113M

Similar funds

SRFM
Shannon River Fund Management New York $1.12B AUM 150.26% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
HWCM
Hudson Way Capital Management Dallas, Texas $1.12B AUM 10.35% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $1.12B AUM 24.15% 1-Year Est. Return

Triple Frond Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Triple Frond Partners held 12 positions worth $740M, down 4.2% from $772M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Triple Frond Partners deployed $23.1M of net new capital in Q1 2025, opening 3 new positions and adding to 3 existing holdings. Its largest new stake was ASML: 79,300 shares worth $52.5M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 20% a quarter earlier, followed by Communication Services and Industrials.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $29M trimmed.

  • Triple Frond Partners's largest Q1 2025 buy was ASML: 79,300 shares worth $52.5M.
  • Triple Frond Partners added most to Microsoft in Q1 2025, an estimated $50.8M increase.
  • Triple Frond Partners's biggest Q1 2025 reduction was Alphabet (Google) Class C, cutting an estimated $29M.
  • Triple Frond Partners fully exited Visa in Q1 2025, selling an estimated $113M.
  • Triple Frond Partners's ten largest holdings make up 100% of its $740M portfolio in Q1 2025.
  • Triple Frond Partners opened 3 new positions and closed 2 in Q1 2025.
  • Triple Frond Partners's portfolio value fell 4.2% quarter-over-quarter to $740M.

Based on Triple Frond Partners's 13F filing for Q1 2025, filed 14 May 2025.