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 (2024 Q4) SEC report(s): increased the number of shares of 2, bought 1 totally new, decreased the number of shares of 6 and completely sold out 1 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has purchased 3 securities: (LRCX) LAM RESEARCH CORP (new buy), (MSFT) MICROSOFT CORP (added shares +10.44%) and (CP) CANADIAN PACIFIC KANSAS CITY (added shares +28.48%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (GOOG) ALPHABET INC-CL C (19.9%), (MSFT) MICROSOFT CORP (15.19%), (AMZN) AMAZONCOM INC (15.05%), (V) VISA INC-CLASS A SHARES (14.66%) and (TDG) TRANSDIGM GROUP INC (13.08%).

In the latest report(s) the following changes have been made to the top investments: (GOOG) ALPHABET INC-CL C (reduced shares -3.53%), (MSFT) MICROSOFT CORP (added shares +10.44%), (AMZN) AMAZONCOM INC (reduced shares -11.19%), (V) VISA INC-CLASS A SHARES (reduced shares -11.06%) and (TDG) TRANSDIGM GROUP INC (reduced shares -3.53%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q4 (3 results)
AMZN
AMAZONCOM INC
+23.54%
+110,360
+1.53%
$84.00
124.22% $188.35
8.04%
MSFT
MICROSOFT CORP
+10.30%
+23,650
+0.94%
$239.82
54.93% $371.56
10.04%
GWRE
GUIDEWIRE SOFTWARE INC
-100.00%
-277,612
-2.83%
$61.58
200.54% $185.07
0.00%
2022 Q3 (10 results)
LRCX
LAM RESEARCH CORP
buy
+62,060
+4.00%
$366.00
80.51% $71.33
4.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+21.16%
+66,665
+3.56%
$303.35
19.38% $362.13
20.40%
TDG
TRANSDIGM GROUP INC
-0.07%
-109
-0.01%
$524.82
162.37% $1,376.95
13.52%
V
VISA INC-CLASS A SHARES
-3.50%
-16,931
-0.53%
$177.65
93.84% $344.36
14.60%
MSFT
MICROSOFT CORP
-11.12%
-28,733
-1.18%
$232.90
59.54% $371.56
9.42%
GOOG
ALPHABET INC-CL C
-11.16%
-103,320
-1.75%
$96.15
61.64% $155.42
13.94%
AMZN
AMAZONCOM INC
-11.21%
-59,184
-1.18%
$113.00
66.68% $188.35
9.33%
MCO
MOODY'S CORP
-12.87%
-23,335
-1.00%
$243.11
89.35% $460.32
6.77%
VRSN
VERISIGN INC
-17.05%
-33,707
-1.03%
$173.70
44.28% $250.62
5.02%
GWRE
GUIDEWIRE SOFTWARE INC
-25.61%
-95,560
-1.04%
$61.58
200.54% $185.07
0.00%
2022 Q2 (9 results)
MCO
MOODY'S CORP
+37.01%
+48,980
+2.04%
$271.97
69.25% $460.32
7.54%
AMZN
AMAZONCOM INC
+27.12%
+112,620
+1.83%
$106.21
77.34% $188.35
8.57%
VRSN
VERISIGN INC
+25.51%
+40,186
+1.03%
$167.33
49.78% $250.62
5.06%
MSFT
MICROSOFT CORP
+23.39%
+48,983
+1.92%
$256.83
44.67% $371.56
10.15%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.77%
-2,446
-0.18%
$468.53
22.71% $362.13
22.57%
GWRE
GUIDEWIRE SOFTWARE INC
-0.77%
-2,898
-0.03%
$70.99
160.70% $185.07
4.05%
GOOG
ALPHABET INC-CL C
-0.77%
-7,200
-0.12%
$109.37
42.10% $155.42
15.49%
V
VISA INC-CLASS A SHARES
-12.84%
-71,276
-2.15%
$196.89
74.90% $344.36
14.56%
META
META PLATFORMS INC-CLASS A
-100.00%
-172,072
-5.85%
$222.36
156.74% $570.88
0.00%
2021 Q4 (9 results)
V
VISA INC-CLASS A SHARES
+22.11%
+100,483
+2.45%
$216.71
58.90% $344.36
13.55%
TDG
TRANSDIGM GROUP INC
+14.02%
+18,006
+1.29%
$636.28
116.41% $1,376.95
10.50%
GWRE
GUIDEWIRE SOFTWARE INC
-4.98%
-19,730
-0.25%
$113.53
63.02% $185.07
4.81%
META
META PLATFORMS INC-CLASS A
-4.99%
-9,028
-0.34%
$336.35
69.73% $570.88
6.52%
GOOG
ALPHABET INC-CL C
-4.99%
-48,980
-0.80%
$144.68
7.42% $155.42
15.22%
VRSN
VERISIGN INC
-4.99%
-8,265
-0.24%
$253.82
1.26% $250.62
4.51%
AMZN
AMAZONCOM INC
-4.99%
-21,800
-0.41%
$166.72
12.98% $188.35
7.80%
MSFT
MICROSOFT CORP
-16.26%
-40,646
-1.54%
$336.32
10.48% $371.56
7.94%
MCO
MOODY'S CORP
-47.06%
-117,647
-5.18%
$390.58
17.85% $460.32
5.83%
2021 Q3 (5 results)
AMZN
AMAZONCOM INC
buy
+437,140
+7.83%
$164.25
14.67% $188.35
7.83%
VRSN
VERISIGN INC
+42.44%
+49,400
+1.10%
$205.01
22.25% $250.62
3.71%
MCO
MOODY'S CORP
-16.28%
-48,608
-1.88%
$355.11
29.63% $460.32
9.68%
LBRDK
LIBERTY BROADBAND-C
-100.00%
-182,379
-3.45%
$173.66
51.89% $83.55
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-170,450
-4.22%
$226.78
42.10% $131.30
0.00%
2021 Q2 (5 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+25.79%
+34,950
+0.86%
$226.78
42.10% $131.30
0.00%
META
META PLATFORMS INC-CLASS A
+21.14%
+31,600
+1.19%
$347.71
64.18% $570.88
6.83%
TDG
TRANSDIGM GROUP INC
+12.36%
+14,120
+0.99%
$647.29
112.73% $1,376.95
9.01%
MCO
MOODY'S CORP
-20.12%
-75,220
-2.96%
$362.37
27.03% $460.32
11.74%
LBRDK
LIBERTY BROADBAND-C
-25.31%
-61,800
-1.16%
$173.66
51.89% $83.55
0.00%
2021 Q1 (4 results)
META
META PLATFORMS INC-CLASS A
buy
+149,500
+5.46%
$294.53
93.83% $570.88
5.46%
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+135,500
+3.81%
$226.73
42.09% $131.30
3.81%
V
VISA INC-CLASS A SHARES
-24.00%
-143,500
-3.77%
$211.73
62.64% $344.36
11.93%
LBRDK
LIBERTY BROADBAND-C
-52.82%
-273,400
-5.09%
$150.15
44.35% $83.55
4.55%
45 of 251

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.