TRIPLE FROND PARTNERS LLC

PrivateCIK: 1454502

Location

SAN FRANCISCO, CA

Positions

$962.9K

Total AUM (reported)

8.63M

Total Shares

Allocation by class

COM$516.3K53.6%

CL A$188.2K19.5%

NY REG SHS$157.1K16.3%

CAP STK CL C$101.4K10.5%

Portfolio Concentration

Top 3$411.0K42.7%

4–10$486.2K50.5%

11–25$65.7K6.8%

Top 3 weight

42.7%

Top 10 weight

93.2%

Voting Authority Distribution

Total shares with voting rights: 8.63M

Sole

Full voting authority

8.63M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole12

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings12

Rows:

ASML HOLDING N V

SOLE

NY REG SHS

Shares118.92K

TypeSH

Market value$157.1K

16.31%

Sole

118.92K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares352.50K

TypeSH

Market value$130.5K

13.55%

Sole

352.50K

Shared

0.00

None

0.00

TRANSDIGM GROUP INC

SOLE

COM

Shares106.54K

TypeSH

Market value$123.5K

12.82%

Sole

106.54K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL C

Shares353.46K

TypeSH

Market value$101.4K

10.53%

Sole

353.46K

Shared

0.00

None

0.00

AMAZON.COM INC

SOLE

COM

Shares478.53K

TypeSH

Market value$99.7K

10.35%

Sole

478.53K

Shared

0.00

None

0.00

MASTERCARD INC

SOLE

CL A

Shares175.47K

TypeSH

Market value$87.7K

9.11%

Sole

175.47K

Shared

0.00

None

0.00

META PLATFORMS INC

SOLE

CL A

Shares117.63K

TypeSH

Market value$67.3K

6.99%

Sole

117.63K

Shared

0.00

None

0.00

TRANSUNION COM

SOLE

COM

Shares817.83K

TypeSH

Market value$56.6K

5.88%

Sole

817.83K

Shared

0.00

None

0.00

ILLUMINA INC COM

SOLE

COM

Shares306.46K

TypeSH

Market value$37.8K

3.92%

Sole

306.46K

Shared

0.00

None

0.00

LIVE NATION ENTERTAINMENT IN

SOLE

COM

Shares234.76K

TypeSH

Market value$35.8K

3.72%

Sole

234.76K

Shared

0.00

None

0.00

CHARTER COMMUNICATIONS INC N

SOLE

CL A

Shares153.72K

TypeSH

Market value$33.2K

3.45%

Sole

153.72K

Shared

0.00

None

0.00

CCC INTELLIGENT SOLUTION HOLDINGS INC

SOLE

COM

Shares5.41M

TypeSH

Market value$32.5K

3.37%

Sole

5.41M

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ASML HOLDING N VSOLE	NY REG SHS	118.92K	SH	$157.1K 16.31%	118.92K
MICROSOFT CORPSOLE	COM	352.50K	SH	$130.5K 13.55%	352.50K
TRANSDIGM GROUP INCSOLE	COM	106.54K	SH	$123.5K 12.82%	106.54K
ALPHABET INCSOLE	CAP STK CL C	353.46K	SH	$101.4K 10.53%	353.46K
AMAZON.COM INCSOLE	COM	478.53K	SH	$99.7K 10.35%	478.53K
MASTERCARD INCSOLE	CL A	175.47K	SH	$87.7K 9.11%	175.47K
META PLATFORMS INCSOLE	CL A	117.63K	SH	$67.3K 6.99%	117.63K
TRANSUNION COMSOLE	COM	817.83K	SH	$56.6K 5.88%	817.83K
ILLUMINA INC COMSOLE	COM	306.46K	SH	$37.8K 3.92%	306.46K
LIVE NATION ENTERTAINMENT INSOLE	COM	234.76K	SH	$35.8K 3.72%	234.76K
CHARTER COMMUNICATIONS INC NSOLE	CL A	153.72K	SH	$33.2K 3.45%	153.72K
CCC INTELLIGENT SOLUTION HOLDINGS INCSOLE	COM	5.41M	SH	$32.5K 3.37%	5.41M