Filed: 11/14/2025ACC: 0001454502-25-000011
📋 What this filing means
TRIPLE FROND PARTNERS LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $918.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$918.0K
Total AUM (reported)
6.82M
Total Shares
Allocation by class
COM$499.8K54.4%
CAP STK CL C$134.2K14.6%
CL A$118.8K12.9%
NY REG SHS$107.9K11.8%
COM NEW$57.3K6.2%
Portfolio Concentration
Top 3$452.3K49.3%
4–10$432.2K47.1%
11–25$33.4K3.6%
Top 3 weight
49.3%
Top 10 weight
96.4%
Voting Authority Distribution
Total shares with voting rights: 6.82M
Sole
Full voting authority
6.82M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
MICROSOFT CORP
SOLEShares385.18K
TypeSH
Market value$199.5K
21.73%
Sole
385.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares550.87K
TypeSH
Market value$134.2K
14.62%
Sole
550.87K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares540.45K
TypeSH
Market value$118.7K
12.93%
Sole
540.45K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares111.47K
TypeSH
Market value$107.9K
11.76%
Sole
111.47K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares56.96K
TypeSH
Market value$75.1K
8.18%
Sole
56.96K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares101.66K
TypeSH
Market value$74.7K
8.13%
Sole
101.66K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares427.89K
TypeSH
Market value$57.3K
6.24%
Sole
427.89K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares160.48K
TypeSH
Market value$44.1K
4.81%
Sole
160.48K
Shared
0.00
None
0.00
ILLUMINA INC COM
SOLEShares390.60K
TypeSH
Market value$37.1K
4.04%
Sole
390.60K
Shared
0.00
None
0.00
TRANSUNION COM
SOLEShares430.47K
TypeSH
Market value$36.1K
3.93%
Sole
430.47K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTION HOLDINGS INC
SOLEShares3.66M
TypeSH
Market value$33.4K
3.64%
Sole
3.66M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 385.18K | SH | $199.5K 21.73% | 385.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 550.87K | SH | $134.2K 14.62% | 550.87K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 540.45K | SH | $118.7K 12.93% | 540.45K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | NY REG SHS | 111.47K | SH | $107.9K 11.76% | 111.47K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 56.96K | SH | $75.1K 8.18% | 56.96K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 101.66K | SH | $74.7K 8.13% | 101.66K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 427.89K | SH | $57.3K 6.24% | 427.89K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 160.48K | SH | $44.1K 4.81% | 160.48K | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 390.60K | SH | $37.1K 4.04% | 390.60K | 0.00 | 0.00 |
TRANSUNION COMSOLE | COM | 430.47K | SH | $36.1K 3.93% | 430.47K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTION HOLDINGS INCSOLE | COM | 3.66M | SH | $33.4K 3.64% | 3.66M | 0.00 | 0.00 |