Filed: 8/13/2025ACC: 0001454502-25-000004
📋 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 $570.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$570.8K
Total AUM (reported)
5.91M
Total Shares
Allocation by class
COM$291.3K51.0%
CL A$112.6K19.7%
CAP STK CL C$58.1K10.2%
NY REG SHS$55.2K9.7%
COM NEW$53.6K9.4%
Portfolio Concentration
Top 3$251.4K44.0%
4–10$319.4K56.0%
Top 3 weight
44.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.91M
Sole
Full voting authority
5.91M
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$121.0K
21.20%
Sole
403.04K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares110.20K
TypeSH
Market value$68.6K
12.03%
Sole
110.20K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares487.19K
TypeSH
Market value$61.7K
10.81%
Sole
487.19K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares648.90K
TypeSH
Market value$58.1K
10.19%
Sole
648.90K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares79.30K
TypeSH
Market value$55.2K
9.66%
Sole
79.30K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares706.62K
TypeSH
Market value$53.6K
9.39%
Sole
706.62K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares73.79K
TypeSH
Market value$51.3K
8.98%
Sole
73.79K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares160.48K
TypeSH
Market value$44.0K
7.71%
Sole
160.48K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTION HOLDINGS INC
SOLEShares3.16M
TypeSH
Market value$29.9K
5.24%
Sole
3.16M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares81.63K
TypeSH
Market value$27.3K
4.78%
Sole
81.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 403.04K | SH | $121.0K 21.20% | 403.04K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 110.20K | SH | $68.6K 12.03% | 110.20K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 487.19K | SH | $61.7K 10.81% | 487.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 648.90K | SH | $58.1K 10.19% | 648.90K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | NY REG SHS | 79.30K | SH | $55.2K 9.66% | 79.30K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 706.62K | SH | $53.6K 9.39% | 706.62K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 73.79K | SH | $51.3K 8.98% | 73.79K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 160.48K | SH | $44.0K 7.71% | 160.48K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTION HOLDINGS INCSOLE | COM | 3.16M | SH | $29.9K 5.24% | 3.16M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 81.63K | SH | $27.3K 4.78% | 81.63K | 0.00 | 0.00 |