Triple Frond Partners LLC Holdings - 4Q25

As of December 31, 2025, Triple Frond Partners LLC reported 12 positions comprising 12 stocks worth $962.2M. The top 5 holdings represented 67.0% of the portfolio. During the quarter, the fund entered 1 new position and exited 0. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.