Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 1 change to the portfolio in the latest (2023 Q2) SEC report(s): decreased the number of shares of 1 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has not purchased any securities.

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (CHTR) CHARTER COMMUNICATIONS INC-A (18.08%), (TDG) TRANSDIGM GROUP INC (14.87%), (GOOG) ALPHABET INC-CL C (12.83%), (V) VISA INC-CLASS A SHARES (12.23%) and (AMZN) AMAZONCOM INC (12.1%).

In the latest report(s) no changes have been made to any of these investments.

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q2 (1 result)
VRSN
VERISIGN INC
-4.22%
-6,810
-0.20%
$225.97
11.62% $199.72
4.51%
2023 Q1 (6 results)
KKR
KKR & CO INC
buy
+493,692
+3.78%
$52.52
18.35% $62.16
3.78%
AMZN
AMAZONCOM INC
+24.31%
+140,800
+2.12%
$103.29
25.01% $129.12
10.85%
VRSN
VERISIGN INC
-1.52%
-2,500
-0.08%
$211.33
5.49% $199.72
4.98%
TDG
TRANSDIGM GROUP INC
-11.82%
-17,291
-1.86%
$737.05
14.97% $847.36
13.87%
V
VISA INC-CLASS A SHARES
-14.42%
-67,294
-2.21%
$225.46
4.27% $235.08
13.14%
MCO
MOODY'S CORP
-21.74%
-34,354
-1.53%
$306.02
5.95% $324.22
5.52%
2022 Q4 (3 results)
AMZN
AMAZONCOM INC
+23.54%
+110,360
+1.53%
$84.00
53.71% $129.12
8.04%
MSFT
MICROSOFT CORP
+10.30%
+23,650
+0.94%
$239.82
32.19% $317.01
10.04%
GWRE
GUIDEWIRE SOFTWARE INC
-100.00%
-277,612
-2.83%
$61.58
41.96% $87.42
0.00%
2022 Q3 (10 results)
LRCX
LAM RESEARCH CORP
buy
+62,060
+4.00%
$366.00
69.16% $619.11
4.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+21.16%
+66,665
+3.56%
$303.35
46.76% $445.21
20.40%
TDG
TRANSDIGM GROUP INC
-0.07%
-109
-0.01%
$524.82
61.46% $847.36
13.52%
V
VISA INC-CLASS A SHARES
-3.50%
-16,931
-0.53%
$177.65
32.33% $235.08
14.60%
MSFT
MICROSOFT CORP
-11.12%
-28,733
-1.18%
$232.90
36.12% $317.01
9.42%
GOOG
ALPHABET INC-CL C
-11.16%
-103,320
-1.75%
$96.15
36.51% $131.25
13.94%
AMZN
AMAZONCOM INC
-11.21%
-59,184
-1.18%
$113.00
14.26% $129.12
9.33%
MCO
MOODY'S CORP
-12.87%
-23,335
-1.00%
$243.11
33.36% $324.22
6.77%
VRSN
VERISIGN INC
-17.05%
-33,707
-1.03%
$173.70
14.98% $199.72
5.02%
GWRE
GUIDEWIRE SOFTWARE INC
-25.61%
-95,560
-1.04%
$61.58
41.96% $87.42
0.00%
2022 Q2 (9 results)
MCO
MOODY'S CORP
+37.01%
+48,980
+2.04%
$271.97
19.21% $324.22
7.54%
AMZN
AMAZONCOM INC
+27.12%
+112,620
+1.83%
$106.21
21.57% $129.12
8.57%
VRSN
VERISIGN INC
+25.51%
+40,186
+1.03%
$167.33
19.36% $199.72
5.06%
MSFT
MICROSOFT CORP
+23.39%
+48,983
+1.92%
$256.83
23.43% $317.01
10.15%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.77%
-2,446
-0.18%
$468.53
4.98% $445.21
22.57%
GWRE
GUIDEWIRE SOFTWARE INC
-0.77%
-2,898
-0.03%
$70.99
23.15% $87.42
4.05%
GOOG
ALPHABET INC-CL C
-0.77%
-7,200
-0.12%
$109.37
20.00% $131.25
15.49%
V
VISA INC-CLASS A SHARES
-12.84%
-71,276
-2.15%
$196.89
19.40% $235.08
14.56%
META
META PLATFORMS INC-CLASS A
-100.00%
-172,072
-5.85%
$222.36
34.50% $299.08
0.00%
2021 Q4 (9 results)
V
VISA INC-CLASS A SHARES
+22.11%
+100,483
+2.45%
$216.71
8.48% $235.08
13.55%
TDG
TRANSDIGM GROUP INC
+14.02%
+18,006
+1.29%
$636.28
33.17% $847.36
10.50%
GWRE
GUIDEWIRE SOFTWARE INC
-4.98%
-19,730
-0.25%
$113.53
23.00% $87.42
4.81%
VRSN
VERISIGN INC
-4.99%
-8,265
-0.24%
$253.82
21.31% $199.72
4.51%
AMZN
AMAZONCOM INC
-4.99%
-21,800
-0.41%
$166.72
22.55% $129.12
7.80%
META
META PLATFORMS INC-CLASS A
-4.99%
-9,028
-0.34%
$336.35
11.08% $299.08
6.52%
GOOG
ALPHABET INC-CL C
-4.99%
-48,980
-0.80%
$144.68
9.28% $131.25
15.22%
MSFT
MICROSOFT CORP
-16.26%
-40,646
-1.54%
$336.32
5.74% $317.01
7.94%
MCO
MOODY'S CORP
-47.06%
-117,647
-5.18%
$390.58
16.99% $324.22
5.83%
2021 Q3 (5 results)
AMZN
AMAZONCOM INC
buy
+437,140
+7.83%
$164.25
21.39% $129.12
7.83%
VRSN
VERISIGN INC
+42.44%
+49,400
+1.10%
$205.01
2.58% $199.72
3.71%
MCO
MOODY'S CORP
-16.28%
-48,608
-1.88%
$355.11
8.70% $324.22
9.68%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-170,450
-4.22%
$226.78
61.06% $88.30
0.00%
LBRDK
LIBERTY BROADBAND-C
-100.00%
-182,379
-3.45%
$173.66
46.72% $92.52
0.00%
2021 Q2 (5 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+25.79%
+34,950
+0.86%
$226.78
61.06% $88.30
0.00%
META
META PLATFORMS INC-CLASS A
+21.14%
+31,600
+1.19%
$347.71
13.99% $299.08
6.83%
TDG
TRANSDIGM GROUP INC
+12.36%
+14,120
+0.99%
$647.29
30.91% $847.36
9.01%
MCO
MOODY'S CORP
-20.12%
-75,220
-2.96%
$362.37
10.53% $324.22
11.74%
LBRDK
LIBERTY BROADBAND-C
-25.31%
-61,800
-1.16%
$173.66
46.72% $92.52
0.00%
48 of 208

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.