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Triple Frond Partners
Triple Frond Partners
Portfolio Value: $710.0M
Holdings: 12
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| 3LN.DE | 6.2 | 5.14% | Buy | 255.9K | $36.5M | $142.50 | — | — |
| TRU | 4.9 | 6.66% | Add 28% | 551.2K | $47.3M | $85.75 | — | — |
| CCC | 4.7 | 5.38% | Add 31% | 4.81M | $38.2M | $7.95 | — | — |
| TDG | 4.7 | 0.02% | Add 82% | 103.9K | $138K | $1.33 | $1215.08 | +91259.4% |
| META | 2.0 | 9.05% | Reduce 4% | 97.4K | $64.3M | $660.09 | $609.63 | -7.6% |
| ILMN | 2.0 | 6.91% | Reduce 4% | 374.2K | $49.1M | $131.16 | — | — |
| CHTR | 2.0 | 4.52% | Reduce 4% | 153.7K | $32.1M | $208.75 | — | — |
| ASML | 2.0 | 0.02% | Reduce 4% | 106.8K | $114K | $1.07 | — | — |
| MSFT | 1.0 | 24.01% | Reduce 8% | 352.5K | $170.5M | $483.62 | $415.12 | -14.2% |
| AMZN | 1.0 | 15.56% | Reduce 11% | 478.5K | $110.5M | $230.82 | $272.68 | +18.1% |
| GOOG | 0.0 | 15.62% | Reduce 36% | 353.5K | $110.9M | $313.80 | $397.05 | +26.5% |
| LRCX | 0.0 | 7.12% | Reduce 31% | 295.4K | $50.6M | $171.18 | — | — |