Triple Frond Partners LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $962K in reported equity holdings across 12 positions. The largest holdings are MSFT (17.7%), TDG (14.4%), ASML (11.9%), GOOGL (11.5%), AMZN (11.5%). The portfolio is concentrated in Other (77.5%), Technology (15.8%), Communication Services (6.7%). Data sourced from SEC EDGAR 13F filings (CIK 1454502).

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