TRIPLE FROND PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 551K | $134.16M |
 | AMZN | 540K | $118.67M |
 | TRU | 430K | $36.06M |
 | LRCX | 428K | $57.29M |
 | ILMN | 391K | $37.09M |
 | MSFT | 385K | $199.50M |
 | CHTR | 160K | $44.15M |
 | ASML | 111K | $107.91M |
 | META | 102K | $74.65M |
 | TDG | 57K | $75.08M |
Alphabet Inc.
GOOG
Shares Held
551K
Value
$134.16M
Amazon.com, Inc.
AMZN
Shares Held
540K
Value
$118.67M
TransUnion
TRU
Shares Held
430K
Value
$36.06M
Lam Research Corporation
LRCX
Shares Held
428K
Value
$57.29M
Illumina, Inc.
ILMN
Shares Held
391K
Value
$37.09M
Microsoft Corporation
MSFT
Shares Held
385K
Value
$199.50M
Charter Communications, Inc.
CHTR
Shares Held
160K
Value
$44.15M
ASML Holding N.V.
ASML
Shares Held
111K
Value
$107.91M
Meta Platforms, Inc.
META
Shares Held
102K
Value
$74.65M
TransDigm Group Incorporated
TDG
Shares Held
57K
Value
$75.08M