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![long_equity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1478425805944500228.png) Long Equity [@long_equity](/creator/twitter/long_equity) on x 64.8K followers
Created: 2025-05-29 20:26:07 UTC

One of my favourite funds to follow is Triple Frond Partners. They recently:

Bought: ASML $ASML, Meta Platforms $Meta and CCC Intelligent Solutions $CCCS

Sold: Visa $V and Canadian Pacific $CP

What’s your view on CCC Intelligent Solutions?

![](https://pbs.twimg.com/media/GsJLDAqWEAAa-Xl.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1928186112477946217/c:line.svg)

**Related Topics**
[$cccwa](/topic/$cccwa)
[$meta](/topic/$meta)
[meta](/topic/meta)
[$asml](/topic/$asml)
[asml](/topic/asml)
[meta platforms](/topic/meta-platforms)
[stocks communication services](/topic/stocks-communication-services)
[$cccs](/topic/$cccs)

[Post Link](https://x.com/long_equity/status/1928186112477946217)