Filed: 5/14/2025ACC: 0001387292-25-000011
📋 What this filing means
TRIPLE FROND PARTNERS LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $739.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$739.9K
Total AUM (reported)
5.15M
Total Shares
Allocation by class
COM$431.3K58.3%
CL A$103.4K14.0%
CAP STK CL C$101.4K13.7%
NY REG SHS$52.5K7.1%
COM NEW$51.4K6.9%
Portfolio Concentration
Top 3$380.1K51.4%
4–10$359.8K48.6%
Top 3 weight
51.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.15M
Sole
Full voting authority
5.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
MICROSOFT CORP
SOLEShares403.04K
TypeSH
Market value$151.3K
20.45%
Sole
403.04K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares92.14K
TypeSH
Market value$127.5K
17.23%
Sole
92.14K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares648.90K
TypeSH
Market value$101.4K
13.70%
Sole
648.90K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares487.19K
TypeSH
Market value$92.7K
12.53%
Sole
487.19K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares160.48K
TypeSH
Market value$59.1K
7.99%
Sole
160.48K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares79.30K
TypeSH
Market value$52.5K
7.10%
Sole
79.30K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares706.62K
TypeSH
Market value$51.4K
6.94%
Sole
706.62K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares76.75K
TypeSH
Market value$44.2K
5.98%
Sole
76.75K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares81.63K
TypeSH
Market value$38.0K
5.14%
Sole
81.63K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTION HOLDINGS INC
SOLEShares2.42M
TypeSH
Market value$21.8K
2.95%
Sole
2.42M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 403.04K | SH | $151.3K 20.45% | 403.04K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 92.14K | SH | $127.5K 17.23% | 92.14K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 648.90K | SH | $101.4K 13.70% | 648.90K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 487.19K | SH | $92.7K 12.53% | 487.19K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 160.48K | SH | $59.1K 7.99% | 160.48K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | NY REG SHS | 79.30K | SH | $52.5K 7.10% | 79.30K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 706.62K | SH | $51.4K 6.94% | 706.62K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 76.75K | SH | $44.2K 5.98% | 76.75K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 81.63K | SH | $38.0K 5.14% | 81.63K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTION HOLDINGS INCSOLE | COM | 2.42M | SH | $21.8K 2.95% | 2.42M | 0.00 | 0.00 |