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  Name: TRIPLE FROND PARTNERS LLC
  City: SEATTLE
  State: WA
  Zip: 98104
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $739,947,000
  Total Value Change : $-32,525,000
  Securities Held Change : 1
   
All Securities Held : 10
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 3
  Unchanged Positions : 1
  Decreased Positions : 3

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Holdings Found : 12     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 1 - $498.84 $151,298,000 403,043 20.45% 33,928,000 124,585 0.005    Application Software
   (TDG)1 Year Chart         TDG Transdigm Group Inc 2 - $1,522.98 $127,462,000 92,144 17.23% 26,391,000 12,390 0.168    Aerospace/Defense Pro...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 3 - $180.55 $101,378,000 648,905 13.7% -52,367,000 -158,409 0.011    Search Engines & Info...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 4 - $223.41 $92,693,000 487,191 12.53% -23,582,000 -42,800 0.005    Internet Software & S...
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 5 - $416.97 $59,142,000 160,480 7.99% 4,134,000 0 0.08    CATV Systems
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 6 New $0.00 $52,547,000 79,300 7.1% 52,547,000 79,300 0.018    Semiconductor Equipme...
   (LRCX)1 Year Chart         LRCX Lam Research Corp 7 - $98.81 $51,371,000 706,615 6.94% 14,406,000 194,850 0.055    Semiconductor Equipme...
   (META)1 Year Chart         META Meta Platforms Inc 8 New $719.01 $44,236,000 76,750 5.98% 44,236,000 76,750 0.003    Internet Service Prov...
   (MCO)1 Year Chart         MCO Moodys Corp 9 - $505.06 $38,013,000 81,627 5.14% -11,495,000 -22,960 0.043    Business Services
   (CCCS)1 Year Chart         CCCS Dragoneer Growth Opportunit... 10 New $9.75 $21,807,000 2,415,000 2.95% 21,807,000 2,415,000 0.379    N/A
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 12 Closed $81.03 $0 0 0% -29,264,000 -404,369 0    Railroads
   (V)1 Year Chart         V Visa Inc 11 Closed $358.86 $0 0 0% -113,266,000 -358,393 0    Business Services
      12 Records Found
  1    
Page 1 of 1
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