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Stuart Mclaughlin

Triple Frond Partners

Triple Frond Partners Portfolio 13F

Triple Frond Partners Holdings Activity

Portfolio value:
$775.61M≈ (+$90M≈)
Previous value:
$685.43M≈
# of changes:
1
New positions:
0
Reported for:
30 Jun 2023 (Q2)
Latest filing date:
08 Aug 2023
Triple Frond Partners has disclosed a total of 1 change to the portfolio in the (2023 Q2) SEC report(s): decreased the number of shares of 1 position(s).

What stocks did Triple Frond Partners buy in 2023 Q2?

During 2023 Q2 Triple Frond Partners has not purchased any securities.

What did Triple Frond Partners invest in during 2023 Q2?

Triple Frond Partners's top 5 holdings (by % of portfolio) were (CHTR) Charter Communications Inc (18.08%), (TDG) Transdigm Group Incorporated (14.87%), (GOOG) Alphabet Inc, CL-C (12.83%), (V) Visa Inc, CL-A (12.23%) and (AMZN) Amazon.com Inc (12.10%).
In the 2023 Q2 report(s) no changes have been made to any of these investments.
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.