Triple Frond Partners LLC
Triple Frond Partners LLC is a U.S.-based hedge fund manager registered with the SEC, founded prior to 2009, with reported operations in Seattle, WA and currently headquartered in San Francisco, CA. The firm manages assets for institutional investors, making equity investments in public companies and reporting to the SEC via required 13F filings. The firm’s disclosed employee count is not available from public filings, but it is a relatively small, private institutional asset manager.
Investment Strategy
Triple Frond Partners LLC employs a long/short equity investment strategy, focusing its portfolio primarily on large-cap technology and growth companies such as Microsoft, Alphabet, Amazon, Meta, and others. The fund’s strategy centers on concentrated positions with high conviction in sectors such as software, internet, communications, and semiconductors, managing risk through diversification and active portfolio rotation based on market conditions and fundamental research.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 22.66% | $200.5M | 403,043 | $294.06 | $497.41 | +$49.2M |
G GOOG | ALPHABET INC | 13.01% | $115.1M | 648,905 | $80.28 | $177.39 | +$13.7M |
T TDG | TRANSDIGM GROUP INC | 12.69% | $112.2M | 73,794 | $736.51 | $1520.64 | -$15.2M |
A AMZN | AMAZON.COM INC | 12.08% | $106.9M | 487,191 | $136.96 | $219.39 | +$14.2M |
M META | META PLATFORMS INC | 9.19% | $81.3M | 110,200 | $625.45 | $738.09 | +$37.1M |