Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 3 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 1 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has purchased 2 securities: (META) META PLATFORMS INC-CLASS A (added shares +43.58%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +30.68%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (22.66%), (GOOG) ALPHABET INC-CL C (13.01%), (TDG) TRANSDIGM GROUP INC (12.69%), (AMZN) AMAZONCOM INC (12.08%) and (META) META PLATFORMS INC-CLASS A (9.19%).

In the latest report(s) the following changes have been made to the top investments: (TDG) TRANSDIGM GROUP INC (reduced shares -19.91%) and (META) META PLATFORMS INC-CLASS A (added shares +43.58%).

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
3.63% $76.19
4.15%
VRSN
VERISIGN INC
+50.89%
+78,721
+1.93%
$205.96
32.73% $273.37
5.72%
MCO
MOODY'S CORP
+41.34%
+51,109
+2.37%
$390.56
30.52% $509.76
8.12%
CHTR
CHARTER COMMUNICATIONS INC-A
+4.27%
+16,297
+0.75%
$388.68
31.67% $265.58
18.40%
TDG
TRANSDIGM GROUP INC
-6.99%
-9,018
-1.09%
$1,011.60
38.28% $1,398.88
14.44%
V
VISA INC-CLASS A SHARES
-8.22%
-32,845
-1.02%
$260.35
35.12% $351.78
11.35%
MSFT
MICROSOFT CORP
-9.73%
-24,650
-1.10%
$376.04
34.74% $506.69
10.23%
GOOG
ALPHABET INC-CL C
-12.91%
-106,200
-1.78%
$140.93
51.51% $213.53
12.02%
AMZN
AMAZONCOM INC
-24.73%
-178,035
-3.22%
$151.94
50.72% $229.00
9.79%
KKR
KKR & CO INC
-100.00%
-493,692
-3.62%
$61.60
126.44% $139.49
0.00%
2023 Q2 (1 result)
VRSN
VERISIGN INC
-4.22%
-6,810
-0.20%
$225.97
20.98% $273.37
4.51%
2023 Q1 (6 results)
KKR
KKR & CO INC
buy
+493,692
+3.78%
$52.52
165.59% $139.49
3.78%
AMZN
AMAZONCOM INC
+24.31%
+140,800
+2.12%
$103.29
121.71% $229.00
10.85%
VRSN
VERISIGN INC
-1.52%
-2,500
-0.08%
$211.33
29.36% $273.37
4.98%
TDG
TRANSDIGM GROUP INC
-11.82%
-17,291
-1.86%
$737.05
89.80% $1,398.88
13.87%
V
VISA INC-CLASS A SHARES
-14.42%
-67,294
-2.21%
$225.46
56.03% $351.78
13.14%
MCO
MOODY'S CORP
-21.74%
-34,354
-1.53%
$306.02
66.58% $509.76
5.52%
2022 Q4 (3 results)
AMZN
AMAZONCOM INC
+23.54%
+110,360
+1.53%
$84.00
172.62% $229.00
8.04%
MSFT
MICROSOFT CORP
+10.30%
+23,650
+0.94%
$239.82
111.28% $506.69
10.04%
GWRE
GUIDEWIRE SOFTWARE INC
-100.00%
-277,612
-2.83%
$61.58
252.43% $217.02
0.00%
2022 Q3 (10 results)
LRCX
LAM RESEARCH CORP
buy
+62,060
+4.00%
$366.00
72.64% $100.15
4.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+21.16%
+66,665
+3.56%
$303.35
12.45% $265.58
20.40%
TDG
TRANSDIGM GROUP INC
-0.07%
-109
-0.01%
$524.82
166.55% $1,398.88
13.52%
V
VISA INC-CLASS A SHARES
-3.50%
-16,931
-0.53%
$177.65
98.02% $351.78
14.60%
MSFT
MICROSOFT CORP
-11.12%
-28,733
-1.18%
$232.90
117.56% $506.69
9.42%
GOOG
ALPHABET INC-CL C
-11.16%
-103,320
-1.75%
$96.15
122.08% $213.53
13.94%
AMZN
AMAZONCOM INC
-11.21%
-59,184
-1.18%
$113.00
102.65% $229.00
9.33%
MCO
MOODY'S CORP
-12.87%
-23,335
-1.00%
$243.11
109.68% $509.76
6.77%
VRSN
VERISIGN INC
-17.05%
-33,707
-1.03%
$173.70
57.38% $273.37
5.02%
GWRE
GUIDEWIRE SOFTWARE INC
-25.61%
-95,560
-1.04%
$61.58
252.43% $217.02
0.00%
2022 Q2 (9 results)
MCO
MOODY'S CORP
+37.01%
+48,980
+2.04%
$271.97
87.43% $509.76
7.54%
AMZN
AMAZONCOM INC
+27.12%
+112,620
+1.83%
$106.21
115.61% $229.00
8.57%
VRSN
VERISIGN INC
+25.51%
+40,186
+1.03%
$167.33
63.37% $273.37
5.06%
MSFT
MICROSOFT CORP
+23.39%
+48,983
+1.92%
$256.83
97.28% $506.69
10.15%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.77%
-2,446
-0.18%
$468.53
43.32% $265.58
22.57%
GWRE
GUIDEWIRE SOFTWARE INC
-0.77%
-2,898
-0.03%
$70.99
205.71% $217.02
4.05%
GOOG
ALPHABET INC-CL C
-0.77%
-7,200
-0.12%
$109.37
95.23% $213.53
15.49%
V
VISA INC-CLASS A SHARES
-12.84%
-71,276
-2.15%
$196.89
78.67% $351.78
14.56%
META
META PLATFORMS INC-CLASS A
-100.00%
-172,072
-5.85%
$222.36
232.21% $738.70
0.00%
2021 Q4 (9 results)
V
VISA INC-CLASS A SHARES
+22.11%
+100,483
+2.45%
$216.71
62.33% $351.78
13.55%
TDG
TRANSDIGM GROUP INC
+14.02%
+18,006
+1.29%
$636.28
119.85% $1,398.88
10.50%
GWRE
GUIDEWIRE SOFTWARE INC
-4.98%
-19,730
-0.25%
$113.53
91.16% $217.02
4.81%
META
META PLATFORMS INC-CLASS A
-4.99%
-9,028
-0.34%
$336.35
119.62% $738.70
6.52%
GOOG
ALPHABET INC-CL C
-4.99%
-48,980
-0.80%
$144.68
47.59% $213.53
15.22%
VRSN
VERISIGN INC
-4.99%
-8,265
-0.24%
$253.82
7.70% $273.37
4.51%
AMZN
AMAZONCOM INC
-4.99%
-21,800
-0.41%
$166.72
37.36% $229.00
7.80%
MSFT
MICROSOFT CORP
-16.26%
-40,646
-1.54%
$336.32
50.66% $506.69
7.94%
MCO
MOODY'S CORP
-47.06%
-117,647
-5.18%
$390.58
30.51% $509.76
5.83%
48 of 265

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.