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
2023 Q4 (10 results)
CP
CANADIAN PACIFIC KANSAS CITY
buy
+440,844
+4.15%
$79.06
2.61% $81.12
4.15%
VRSN
VERISIGN INC
+50.89%
+78,721
+1.93%
$205.96
36.67% $281.49
5.72%
MCO
MOODY'S CORP
+41.34%
+31,943
+2.37%
$390.56
26.81% $495.28
8.12%
CHTR
CHARTER COMMUNICATIONS INC-A
+4.27%
+10,430
+0.75%
$388.68
1.38% $383.33
18.40%
TDG
TRANSDIGM GROUP INC
-6.99%
-9,018
-1.09%
$1,011.60
55.75% $1,575.57
14.44%
V
VISA INC-CLASS A SHARES
-8.22%
-20,035
-1.02%
$260.35
33.29% $347.02
11.35%
MSFT
MICROSOFT CORP
-9.73%
-24,650
-1.10%
$376.04
34.51% $505.82
10.23%
GOOG
ALPHABET INC-CL C
-12.91%
-106,200
-1.78%
$140.93
29.92% $183.10
12.02%
AMZN
AMAZONCOM INC
-24.73%
-178,035
-3.22%
$151.94
48.97% $226.35
9.79%
KKR
KKR & CO INC
-100.00%
-352,989
-3.62%
$61.60
122.74% $137.21
0.00%
2023 Q2 (1 result)
VRSN
VERISIGN INC
-4.22%
-6,810
-0.20%
$225.97
24.57% $281.49
4.51%
2023 Q1 (6 results)
KKR
KKR & CO INC
buy
+493,692
+3.78%
$52.52
161.25% $137.21
3.78%
AMZN
AMAZONCOM INC
+24.31%
+140,800
+2.12%
$103.29
119.14% $226.35
10.85%
VRSN
VERISIGN INC
-1.52%
-2,212
-0.08%
$211.33
33.20% $281.49
4.98%
TDG
TRANSDIGM GROUP INC
-11.82%
-17,291
-1.86%
$737.05
113.77% $1,575.57
13.87%
V
VISA INC-CLASS A SHARES
-14.42%
-67,294
-2.21%
$225.46
53.92% $347.02
13.14%
MCO
MOODY'S CORP
-21.74%
-34,354
-1.53%
$306.02
61.84% $495.28
5.52%
2022 Q4 (3 results)
AMZN
AMAZONCOM INC
+23.54%
+71,182
+1.53%
$84.00
169.46% $226.35
8.04%
MSFT
MICROSOFT CORP
+10.30%
+14,899
+0.94%
$239.82
110.92% $505.82
10.04%
GWRE
GUIDEWIRE SOFTWARE INC
-100.00%
-217,925
-2.83%
$61.58
258.82% $220.96
0.00%
2022 Q3 (10 results)
LRCX
LAM RESEARCH CORP
buy
+62,060
+4.00%
$366.00
72.39% $101.07
4.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+21.16%
+66,665
+3.56%
$303.35
26.37% $383.33
20.40%
TDG
TRANSDIGM GROUP INC
-0.07%
-109
-0.01%
$524.82
200.21% $1,575.57
13.52%
V
VISA INC-CLASS A SHARES
-3.50%
-12,782
-0.53%
$177.65
95.34% $347.02
14.60%
MSFT
MICROSOFT CORP
-11.12%
-28,733
-1.18%
$232.90
117.19% $505.82
9.42%
GOOG
ALPHABET INC-CL C
-11.16%
-82,656
-1.75%
$96.15
90.43% $183.10
13.94%
AMZN
AMAZONCOM INC
-11.21%
-59,184
-1.18%
$113.00
100.31% $226.35
9.33%
MCO
MOODY'S CORP
-12.87%
-17,967
-1.00%
$243.11
103.73% $495.28
6.77%
VRSN
VERISIGN INC
-17.05%
-33,707
-1.03%
$173.70
62.05% $281.49
5.02%
GWRE
GUIDEWIRE SOFTWARE INC
-25.61%
-75,014
-1.04%
$61.58
258.82% $220.96
0.00%
2022 Q2 (9 results)
MCO
MOODY'S CORP
+37.01%
+48,980
+2.04%
$271.97
82.11% $495.28
7.54%
AMZN
AMAZONCOM INC
+27.12%
+109,241
+1.83%
$106.21
113.11% $226.35
8.57%
VRSN
VERISIGN INC
+25.51%
+37,774
+1.03%
$167.33
68.22% $281.49
5.06%
MSFT
MICROSOFT CORP
+23.39%
+46,778
+1.92%
$256.83
96.95% $505.82
10.15%
GWRE
GUIDEWIRE SOFTWARE INC
-0.77%
-2,898
-0.03%
$70.99
211.26% $220.96
4.05%
GOOG
ALPHABET INC-CL C
-0.77%
-7,200
-0.12%
$109.37
67.41% $183.10
15.49%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.77%
-2,446
-0.18%
$468.53
18.18% $383.33
22.57%
V
VISA INC-CLASS A SHARES
-12.84%
-71,276
-2.15%
$196.89
76.25% $347.02
14.56%
META
META PLATFORMS INC-CLASS A
-100.00%
-172,072
-5.85%
$222.36
219.48% $710.39
0.00%
2021 Q4 (9 results)
V
VISA INC-CLASS A SHARES
+22.11%
+100,483
+2.45%
$216.71
60.13% $347.02
13.55%
TDG
TRANSDIGM GROUP INC
+14.02%
+14,134
+1.29%
$636.28
147.62% $1,575.57
10.50%
GWRE
GUIDEWIRE SOFTWARE INC
-4.98%
-19,730
-0.25%
$113.53
94.63% $220.96
4.81%
META
META PLATFORMS INC-CLASS A
-4.99%
-7,222
-0.34%
$336.35
111.20% $710.39
6.52%
GOOG
ALPHABET INC-CL C
-4.99%
-48,980
-0.80%
$144.68
26.56% $183.10
15.22%
VRSN
VERISIGN INC
-4.99%
-8,265
-0.24%
$253.82
10.90% $281.49
4.51%
AMZN
AMAZONCOM INC
-4.99%
-17,767
-0.41%
$166.72
35.77% $226.35
7.80%
MSFT
MICROSOFT CORP
-16.26%
-40,646
-1.54%
$336.32
50.40% $505.82
7.94%
MCO
MOODY'S CORP
-47.06%
-117,647
-5.18%
$390.58
26.80% $495.28
5.83%
48 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.