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Triple Frond Partners Holdings Activity
Triple Frond Partners Portfolio 13F
Triple Frond Partners has disclosed a total of 10 changes to the portfolio in the latest (2022 Q3) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 8 position(s).
What stocks is Triple Frond Partners buying now?
In the recent quarter Triple Frond Partners has purchased 2 securities: (LRCX) LAM RESEARCH CORP (new buy) and (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +21.16%).
What does Triple Frond Partners invest in?
Triple Frond Partners's top 5 holdings (by % of portfolio) are (CHTR) CHARTER COMMUNICATIONS INC-A (20.4%), (V) VISA INC-CLASS A SHARES (14.6%), (GOOG) ALPHABET INC-CL C (13.94%), (TDG) TRANSDIGM GROUP INC (13.52%) and (MSFT) MICROSOFT CORP (9.42%).
In the latest report(s) the following changes have been made to the top investments: (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +21.16%), (V) VISA INC-CLASS A SHARES (reduced shares -3.5%), (GOOG) ALPHABET INC-CL C (reduced shares -11.16%), (TDG) TRANSDIGM GROUP INC (reduced shares -0.07%) and (MSFT) MICROSOFT CORP (reduced shares -11.12%).
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.