Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 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 (MA) MASTERCARD INC - A (new buy), (TRU) TRANSUNION (added shares +48.38%), (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%), (META) META PLATFORMS INC-CLASS A (added shares +20.8%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +12.65%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (ASML) ASML HOLDING NV-NY REG SHS (16.31%), (MSFT) MICROSOFT CORP (13.55%), (TDG) TRANSDIGM GROUP INC (12.82%), (GOOG) ALPHABET INC-CL C (10.53%) and (AMZN) AMAZONCOM INC (10.35%).

In the latest report(s) the following changes have been made to the top investments: (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%) and (TDG) TRANSDIGM GROUP INC (added shares +2.55%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q4 (10 results)
LRCX
LAM RESEARCH CORP
buy
+511,765
+4.79%
$72.23
-
4.79%
CP
CANADIAN PACIFIC KANSAS CITY
+28.48%
+89,635
+0.84%
$72.37
-
0.00%
MSFT
MICROSOFT CORP
+10.44%
+26,314
+1.44%
$421.50
1.39% $427.34
15.19%
MCO
MOODY'S CORP
-3.51%
-3,800
-0.23%
$473.37
5.28% $448.39
6.41%
TDG
TRANSDIGM GROUP INC
-3.53%
-2,919
-0.48%
$1,267.28
4.40% $1,211.57
13.08%
GOOG
ALPHABET INC-CL C
-3.53%
-29,536
-0.73%
$190.44
86.77% $355.68
19.90%
V
VISA INC-CLASS A SHARES
-11.06%
-44,576
-1.82%
$316.04
1.15% $312.40
0.00%
AMZN
AMAZONCOM INC
-11.19%
-66,780
-1.90%
$219.39
13.96% $250.02
15.05%
CHTR
CHARTER COMMUNICATIONS INC-A
-40.73%
-110,260
-4.89%
$342.77
62.36% $129.01
7.12%
UNP
UNION PACIFIC CORP
-100.00%
-74,500
-2.38%
$246.48
6.35% $262.13
0.00%
2024 Q3 (9 results)
V
VISA INC-CLASS A SHARES
+83.73%
+183,640
+6.53%
$274.95
13.62% $312.40
14.34%
TDG
TRANSDIGM GROUP INC
+32.83%
+20,434
+3.77%
$1,427.13
15.10% $1,211.57
15.27%
GOOG
ALPHABET INC-CL C
+16.51%
+118,590
+2.57%
$167.19
112.74% $355.68
18.10%
MSFT
MICROSOFT CORP
+10.27%
+23,490
+1.31%
$430.30
0.69% $427.34
14.04%
AMZN
AMAZONCOM INC
+10.13%
+54,870
+1.32%
$186.33
34.18% $250.02
14.39%
MCO
MOODY'S CORP
-28.12%
-42,400
-2.60%
$474.60
5.52% $448.39
6.66%
CHTR
CHARTER COMMUNICATIONS INC-A
-56.86%
-356,785
-14.96%
$324.08
60.19% $129.01
11.35%
MSCI
MSCI INC
-100.00%
-57,920
-3.61%
$481.75
27.36% $613.58
0.00%
LRCX
LAM RESEARCH CORP
-100.00%
-52,530
-7.24%
$1,064.86
67.72% $343.71
0.00%
2024 Q2 (8 results)
MSCI
MSCI INC
buy
+57,920
+3.27%
$481.75
27.36% $613.58
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+35.93%
+165,880
+5.82%
$298.96
56.85% $129.01
22.01%
GOOG
ALPHABET INC-CL C
-7.71%
-60,040
-1.29%
$183.42
93.92% $355.68
15.46%
MCO
MOODY'S CORP
-13.71%
-23,966
-1.18%
$420.93
6.52% $448.39
7.45%
V
VISA INC-CLASS A SHARES
-27.41%
-82,838
-2.55%
$262.47
19.02% $312.40
6.75%
CP
CANADIAN PACIFIC KANSAS CITY
-28.61%
-126,110
-1.16%
$78.73
-
2.91%
TDG
TRANSDIGM GROUP INC
-39.39%
-40,443
-6.06%
$1,277.61
5.17% $1,211.57
9.33%
VRSN
VERISIGN INC
-100.00%
-233,415
-5.19%
$189.51
56.76% $297.08
0.00%
2024 Q1 (6 results)
UNP
UNION PACIFIC CORP
buy
+74,500
+2.09%
$245.93
6.59% $262.13
2.09%
CHTR
CHARTER COMMUNICATIONS INC-A
+15.98%
+63,600
+2.10%
$290.63
55.61% $129.01
15.27%
GOOG
ALPHABET INC-CL C
+8.59%
+61,600
+1.07%
$152.26
133.60% $355.68
13.49%
TDG
TRANSDIGM GROUP INC
-14.42%
-17,300
-2.43%
$1,231.60
1.63% $1,211.57
14.39%
LRCX
LAM RESEARCH CORP
-15.36%
-9,530
-1.05%
$971.58
64.62% $343.71
5.81%
V
VISA INC-CLASS A SHARES
-17.58%
-64,470
-2.05%
$279.08
11.94% $312.40
9.60%
2023 Q4 (10 results)
CP
CANADIAN PACIFIC KANSAS CITY
buy
+440,844
+4.15%
$79.06
-
4.15%
VRSN
VERISIGN INC
+50.89%
+78,721
+1.93%
$205.96
44.24% $297.08
5.72%
MCO
MOODY'S CORP
+41.34%
+51,109
+2.37%
$390.56
14.81% $448.39
8.12%
CHTR
CHARTER COMMUNICATIONS INC-A
+4.27%
+16,297
+0.75%
$388.68
66.81% $129.01
18.40%
TDG
TRANSDIGM GROUP INC
-6.99%
-9,018
-1.09%
$1,011.60
19.77% $1,211.57
14.44%
V
VISA INC-CLASS A SHARES
-8.22%
-32,845
-1.02%
$260.35
19.99% $312.40
11.35%
MSFT
MICROSOFT CORP
-9.73%
-24,650
-1.10%
$376.04
13.64% $427.34
10.23%
GOOG
ALPHABET INC-CL C
-12.91%
-106,200
-1.78%
$140.93
152.38% $355.68
12.02%
AMZN
AMAZONCOM INC
-24.73%
-178,035
-3.22%
$151.94
64.55% $250.02
9.79%
KKR
KKR & CO INC
-100.00%
-493,692
-3.62%
$61.60
46.96% $90.53
0.00%
2023 Q2 (1 result)
VRSN
VERISIGN INC
-4.22%
-6,810
-0.20%
$225.97
31.47% $297.08
4.51%
2023 Q1 (6 results)
KKR
KKR & CO INC
buy
+493,692
+3.78%
$52.52
72.37% $90.53
3.78%
AMZN
AMAZONCOM INC
+24.31%
+140,800
+2.12%
$103.29
142.06% $250.02
10.85%
VRSN
VERISIGN INC
-1.52%
-2,500
-0.08%
$211.33
40.57% $297.08
4.98%
TDG
TRANSDIGM GROUP INC
-11.82%
-17,291
-1.86%
$737.05
64.38% $1,211.57
13.87%
V
VISA INC-CLASS A SHARES
-14.42%
-67,294
-2.21%
$225.46
38.56% $312.40
13.14%
MCO
MOODY'S CORP
-21.74%
-34,354
-1.53%
$306.02
46.52% $448.39
5.52%
50 of 297

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.