Triple Frond Partners – Largest Buy Additions (2025 Q3)
A detailed view of the stocks most significantly increased by Triple Frond Partners during the 2025 Q3 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| AMZN | 540,451 | $219.57 | Increased | 10.93% | 12.93% | $118.67M | 2025 Q3 |
| ASML | 111,470 | $968.09 | Increased | 40.57% | 11.76% | $107.91M | 2025 Q3 |
| ILMN | 390,600 | $94.97 | Buy | 100.00% | 4.04% | $37.1M | 2025 Q3 |
| TRU | 430,470 | $83.78 | Buy | 100.00% | 3.93% | $36.06M | 2025 Q3 |
| CCC | 3,664,500 | $9.11 | Increased | 16.11% | 3.64% | $33.38M | 2025 Q3 |
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