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)
META
META PLATFORMS INC-CLASS A
buy
+76,750
+5.98%
$576.36
32.88% $765.87
5.98%
ASML
ASML HOLDING NV-NY REG SHS
buy
+79,300
+7.10%
$662.64
8.85% $721.31
7.10%
CCCS
CCC INTELLIGENT SOLUTIONS HO
buy
+2,415,000
+2.95%
$9.03
2.22% $9.23
2.95%
MSFT
MICROSOFT CORP
+44.74%
+124,585
+6.32%
$375.39
38.99% $521.77
20.45%
LRCX
LAM RESEARCH CORP
+38.07%
+194,850
+1.91%
$72.70
40.30% $102.00
6.94%
TDG
TRANSDIGM GROUP INC
+15.54%
+12,390
+2.32%
$1,383.29
1.90% $1,409.55
17.23%
AMZN
AMAZONCOM INC
-8.08%
-42,800
-1.10%
$190.26
16.31% $221.30
12.53%
GOOG
ALPHABET INC-CL C
-19.62%
-158,409
-3.34%
$156.23
29.06% $201.63
13.70%
MCO
MOODY'S CORP
-21.95%
-22,960
-1.45%
$465.69
9.87% $511.66
5.14%
CP
CANADIAN PACIFIC KANSAS CITY
-100.00%
-404,369
-3.95%
$72.37
2.97% $74.52
0.00%
V
VISA INC-CLASS A SHARES
-100.00%
-358,393
-15.31%
$316.04
6.28% $335.90
0.00%
2024 Q4 (10 results)
LRCX
LAM RESEARCH CORP
buy
+511,765
+4.79%
$72.23
41.21% $102.00
4.79%
CP
CANADIAN PACIFIC KANSAS CITY
+28.48%
+89,635
+0.84%
$72.37
2.97% $74.52
0.00%
MSFT
MICROSOFT CORP
+10.44%
+26,314
+1.44%
$421.50
23.79% $521.77
15.19%
MCO
MOODY'S CORP
-3.51%
-3,800
-0.23%
$473.37
8.09% $511.66
6.41%
TDG
TRANSDIGM GROUP INC
-3.53%
-2,919
-0.48%
$1,267.28
11.23% $1,409.55
13.08%
GOOG
ALPHABET INC-CL C
-3.53%
-29,536
-0.73%
$190.44
5.88% $201.63
19.90%
V
VISA INC-CLASS A SHARES
-11.06%
-44,576
-1.82%
$316.04
6.28% $335.90
0.00%
AMZN
AMAZONCOM INC
-11.19%
-66,780
-1.90%
$219.39
0.87% $221.30
15.05%
CHTR
CHARTER COMMUNICATIONS INC-A
-40.73%
-110,260
-4.89%
$342.77
24.51% $258.77
7.12%
UNP
UNION PACIFIC CORP
-100.00%
-74,500
-2.38%
$246.48
10.89% $219.65
0.00%
2024 Q3 (9 results)
V
VISA INC-CLASS A SHARES
+83.73%
+183,640
+6.53%
$274.95
22.17% $335.90
14.34%
TDG
TRANSDIGM GROUP INC
+32.83%
+20,434
+3.77%
$1,427.13
1.23% $1,409.55
15.27%
GOOG
ALPHABET INC-CL C
+16.51%
+118,590
+2.57%
$167.19
20.60% $201.63
18.10%
MSFT
MICROSOFT CORP
+10.27%
+23,490
+1.31%
$430.30
21.26% $521.77
14.04%
AMZN
AMAZONCOM INC
+10.13%
+54,870
+1.32%
$186.33
18.77% $221.30
14.39%
MCO
MOODY'S CORP
-28.12%
-42,400
-2.60%
$474.60
7.81% $511.66
6.66%
CHTR
CHARTER COMMUNICATIONS INC-A
-56.86%
-356,785
-14.96%
$324.08
20.15% $258.77
11.35%
MSCI
MSCI INC
-100.00%
-57,920
-3.61%
$481.75
14.04% $549.39
0.00%
LRCX
LAM RESEARCH CORP
-100.00%
-52,530
-7.24%
$1,064.86
90.42% $102.00
0.00%
2024 Q2 (8 results)
MSCI
MSCI INC
buy
+57,920
+3.27%
$481.75
14.04% $549.39
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+35.93%
+165,880
+5.82%
$298.96
13.44% $258.77
22.01%
GOOG
ALPHABET INC-CL C
-7.71%
-60,040
-1.29%
$183.42
9.93% $201.63
15.46%
MCO
MOODY'S CORP
-13.71%
-23,966
-1.18%
$420.93
21.55% $511.66
7.45%
V
VISA INC-CLASS A SHARES
-27.41%
-82,838
-2.55%
$262.47
27.98% $335.90
6.75%
CP
CANADIAN PACIFIC KANSAS CITY
-28.61%
-126,110
-1.16%
$78.73
5.35% $74.52
2.91%
TDG
TRANSDIGM GROUP INC
-39.39%
-40,443
-6.06%
$1,277.61
10.33% $1,409.55
9.33%
VRSN
VERISIGN INC
-100.00%
-233,415
-5.19%
$189.51
41.11% $267.42
0.00%
2024 Q1 (6 results)
UNP
UNION PACIFIC CORP
buy
+74,500
+2.09%
$245.93
10.69% $219.65
2.09%
CHTR
CHARTER COMMUNICATIONS INC-A
+15.98%
+63,600
+2.10%
$290.63
10.96% $258.77
15.27%
GOOG
ALPHABET INC-CL C
+8.59%
+61,600
+1.07%
$152.26
32.42% $201.63
13.49%
TDG
TRANSDIGM GROUP INC
-14.42%
-17,300
-2.43%
$1,231.60
14.45% $1,409.55
14.39%
LRCX
LAM RESEARCH CORP
-15.36%
-9,530
-1.05%
$971.58
89.50% $102.00
5.81%
V
VISA INC-CLASS A SHARES
-17.58%
-64,470
-2.05%
$279.08
20.36% $335.90
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.