TRIPLE FROND PARTNERS LLC
TRIPLE FROND PARTNERS LLC runs TRIPLE FROND PARTNERS LLC and currently holds 13 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.12B. Their top holdings are ASML, TDG, MSFT, AMZN, GOOG. The top five represent 63.9% of reported portfolio weight. TRIPLE FROND PARTNERS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRIPLE FROND PARTNERS LLC initiated 2 new positions. They trimmed 3 positions. Their current best-performing preview position is ASML with returns of +50.62%.
13 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
ASML ASML HOLDING N V | 21.11% | $808.98 | $1,763.76 | +118.02% | Held |
TDG TRANSDIGM GROUP INC | 12.67% | $1,008.37 | $1,200.42 | +19.05% | Held |
MSFT MICROSOFT CORP | 11.74% | $294.06 | $483.24 | +64.33% | Held |
AMZN AMAZON.COM INC | 9.20% | $145.10 | $258.63 | +78.24% | Trimmed -9.64% |
GOOG ALPHABET INC | 9.19% | $80.28 | $341.75 | +325.70% | Trimmed -17.52% |
MA MASTERCARD INC | 8.04% | $499.66 | $580.56 | +16.19% | Held |
META META PLATFORMS INC | 5.91% | $616.27 | $549.90 | -10.77% | Held |
TRU TRANSUNION COM | 5.27% | $79.31 | $84.64 | +6.72% | Held |
DASH DOORDASH INC | 4.94% | $184.53 | $223.49 | +21.11% | New Buy |
SPGI S&P GLOBAL INC | 4.24% | $385.21 | $431.03 | +11.89% | New Buy |
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