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TRIPLE FROND PARTNERS LLC

13-F Portfolio Value: $917.97 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 96.37%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
ILMN	ILLUMINA INC COM	4.04%	390,600	$37,095,000	390,600	New	$94.97	13F
TRU	TRANSUNION COM	3.93%	430,470	$36,065,000	430,470	New	$83.78	13F