13F filing recap · Q2 2025
What did Triple Frond Partners buy in Q2 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$884.60M
Positions
10
Estimated turnover
7.3%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Triple Frond Partners trimmed its Transdigm Group position and added to Meta Platforms substantially during the quarter. The firm also increased its stake in CCC Intelligent Solutions Holdings.