§ 13F · FUND PROFILE
Triple Frond Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $570.8B (13F)Positions · 10Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 353K | $170.5B | 17.7% | −8% |
| 2 | TDG | TRANSDIGM GROUP INC | 104K | $138.2B | 14.4% | +82% |
| 3 | ASML | ASML HOLDING N V | 107K | $114.2B | 11.9% | −4% |
| 4 | GOOG | ALPHABET INC | 353K | $110.9B | 11.5% | −36% |
| 5 | AMZN | AMAZON.COM INC | 479K | $110.5B | 11.5% | −11% |
| 6 | META | META PLATFORMS INC | 97K | $64.3B | 6.7% | −4% |
| 7 | LRCX | LAM RESEARCH CORP | 295K | $50.6B | 5.3% | −31% |
| 8 | ILMN | ILLUMINA INC COM | 374K | $49.1B | 5.1% | −4% |
| 9 | TRU | TRANSUNION COM | 551K | $47.3B | 4.9% | +28% |
| 10 | CCC | CCC INTELLIGENT SOLUTION HOLDINGS INC | 4.81M | $38.2B | 4.0% | +31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIPLE SIGNAL
AC read
Triple Frond Partners LLC is a Other fund managing $570.8 trillion in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed