Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 11 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 3, bought 3 totally new, decreased the number of shares of 3 and completely sold out 2 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (ASML) ASML HOLDING NV-NY REG SHS (new buy), (MSFT) MICROSOFT CORP (added shares +44.74%), (META) META PLATFORMS INC-CLASS A (new buy), (CCCS) CCC INTELLIGENT SOLUTIONS HO (new buy) and (TDG) TRANSDIGM GROUP INC (added shares +15.54%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (20.45%), (TDG) TRANSDIGM GROUP INC (17.23%), (GOOG) ALPHABET INC-CL C (13.7%), (AMZN) AMAZONCOM INC (12.53%) and (CHTR) CHARTER COMMUNICATIONS INC-A (7.99%).

In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +44.74%), (TDG) TRANSDIGM GROUP INC (added shares +15.54%), (GOOG) ALPHABET INC-CL C (reduced shares -19.62%) and (AMZN) AMAZONCOM INC (reduced shares -8.08%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q1 (11 results)
ASML
ASML HOLDING NV-NY REG SHS
buy
+79,300
+7.10%
$662.64
12.74% $747.07
7.10%
CCCS
CCC INTELLIGENT SOLUTIONS HO
buy
+1,702,575
+2.95%
$9.03
2.99% $8.76
2.95%
META
META PLATFORMS INC-CLASS A
buy
+52,957
+5.98%
$576.36
11.92% $645.05
5.98%
MSFT
MICROSOFT CORP
+44.74%
+124,585
+6.32%
$375.39
22.19% $458.68
20.45%
LRCX
LAM RESEARCH CORP
+38.07%
+194,850
+1.91%
$72.70
15.76% $84.16
6.94%
TDG
TRANSDIGM GROUP INC
+15.54%
+8,363
+2.32%
$1,383.29
5.59% $1,460.68
17.23%
AMZN
AMAZONCOM INC
-8.08%
-42,800
-1.10%
$190.26
8.12% $205.70
12.53%
GOOG
ALPHABET INC-CL C
-19.62%
-158,409
-3.34%
$156.23
10.71% $172.96
13.70%
MCO
MOODY'S CORP
-21.95%
-22,960
-1.45%
$465.69
3.42% $481.64
5.14%
CP
CANADIAN PACIFIC KANSAS CITY
-100.00%
-404,369
-3.95%
$72.37
12.22% $81.21
0.00%
V
VISA INC-CLASS A SHARES
-100.00%
-263,418
-15.31%
$316.04
14.67% $362.40
0.00%
2024 Q4 (10 results)
LRCX
LAM RESEARCH CORP
buy
+511,765
+4.79%
$72.23
16.52% $84.16
4.79%
CP
CANADIAN PACIFIC KANSAS CITY
+28.48%
+89,635
+0.84%
$72.37
12.22% $81.21
0.00%
MSFT
MICROSOFT CORP
+10.44%
+19,735
+1.44%
$421.50
8.82% $458.68
15.19%
MCO
MOODY'S CORP
-3.51%
-3,800
-0.23%
$473.37
1.75% $481.64
6.41%
TDG
TRANSDIGM GROUP INC
-3.53%
-2,919
-0.48%
$1,267.28
15.26% $1,460.68
13.08%
GOOG
ALPHABET INC-CL C
-3.53%
-29,536
-0.73%
$190.44
9.18% $172.96
19.90%
V
VISA INC-CLASS A SHARES
-11.06%
-32,763
-1.82%
$316.04
14.67% $362.40
0.00%
AMZN
AMAZONCOM INC
-11.19%
-51,086
-1.90%
$219.39
6.24% $205.70
15.05%
CHTR
CHARTER COMMUNICATIONS INC-A
-40.73%
-110,260
-4.89%
$342.77
15.47% $395.81
7.12%
UNP
UNION PACIFIC CORP
-100.00%
-62,207
-2.38%
$246.48
9.73% $222.51
0.00%
2024 Q3 (9 results)
V
VISA INC-CLASS A SHARES
+83.73%
+183,640
+6.53%
$274.95
31.81% $362.40
14.34%
TDG
TRANSDIGM GROUP INC
+32.83%
+20,434
+3.77%
$1,427.13
2.35% $1,460.68
15.27%
GOOG
ALPHABET INC-CL C
+16.51%
+102,580
+2.57%
$167.19
3.45% $172.96
18.10%
MSFT
MICROSOFT CORP
+10.27%
+19,966
+1.31%
$430.30
6.59% $458.68
14.04%
AMZN
AMAZONCOM INC
+10.13%
+54,870
+1.32%
$186.33
10.40% $205.70
14.39%
MCO
MOODY'S CORP
-28.12%
-42,400
-2.60%
$474.60
1.48% $481.64
6.66%
CHTR
CHARTER COMMUNICATIONS INC-A
-56.86%
-356,785
-14.96%
$324.08
22.13% $395.81
11.35%
MSCI
MSCI INC
-100.00%
-37,358
-3.61%
$481.75
17.49% $566.00
0.00%
LRCX
LAM RESEARCH CORP
-100.00%
-34,669
-7.24%
$1,064.86
92.10% $84.16
0.00%
2024 Q2 (8 results)
MSCI
MSCI INC
buy
+37,358
+3.27%
$481.75
17.49% $566.00
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+35.93%
+165,880
+5.82%
$298.96
32.40% $395.81
22.01%
GOOG
ALPHABET INC-CL C
-7.71%
-40,527
-1.29%
$183.42
5.70% $172.96
15.46%
MCO
MOODY'S CORP
-13.71%
-23,966
-1.18%
$420.93
14.42% $481.64
7.45%
V
VISA INC-CLASS A SHARES
-27.41%
-52,187
-2.55%
$262.47
38.07% $362.40
6.75%
CP
CANADIAN PACIFIC KANSAS CITY
-28.61%
-126,110
-1.16%
$78.73
3.15% $81.21
2.91%
TDG
TRANSDIGM GROUP INC
-39.39%
-40,443
-6.06%
$1,277.61
14.33% $1,460.68
9.33%
VRSN
VERISIGN INC
-100.00%
-144,717
-5.19%
$189.51
41.78% $268.68
0.00%
2024 Q1 (6 results)
UNP
UNION PACIFIC CORP
buy
+74,500
+2.09%
$245.93
9.52% $222.51
2.09%
CHTR
CHARTER COMMUNICATIONS INC-A
+15.98%
+41,340
+2.10%
$290.63
36.19% $395.81
15.27%
GOOG
ALPHABET INC-CL C
+8.59%
+61,600
+1.07%
$152.26
13.60% $172.96
13.49%
TDG
TRANSDIGM GROUP INC
-14.42%
-17,300
-2.43%
$1,231.60
18.60% $1,460.68
14.39%
LRCX
LAM RESEARCH CORP
-15.36%
-9,530
-1.05%
$971.58
91.34% $84.16
5.81%
V
VISA INC-CLASS A SHARES
-17.58%
-64,470
-2.05%
$279.08
29.85% $362.40
9.60%
44 of 262

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.