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
3.28% $81.65
4.15%
VRSN
VERISIGN INC
+50.89%
+78,721
+1.93%
$205.96
32.29% $272.47
5.72%
MCO
MOODY'S CORP
+41.34%
+31,943
+2.37%
$390.56
22.73% $479.32
8.12%
CHTR
CHARTER COMMUNICATIONS INC-A
+4.27%
+10,430
+0.75%
$388.68
1.95% $396.27
18.40%
TDG
TRANSDIGM GROUP INC
-6.99%
-9,018
-1.09%
$1,011.60
45.16% $1,468.43
14.44%
V
VISA INC-CLASS A SHARES
-8.22%
-20,035
-1.02%
$260.35
40.27% $365.19
11.35%
MSFT
MICROSOFT CORP
-9.73%
-24,650
-1.10%
$376.04
22.42% $460.36
10.23%
GOOG
ALPHABET INC-CL C
-12.91%
-106,200
-1.78%
$140.93
22.65% $172.85
12.02%
AMZN
AMAZONCOM INC
-24.73%
-178,035
-3.22%
$151.94
34.93% $205.01
9.79%
KKR
KKR & CO INC
-100.00%
-352,989
-3.62%
$61.60
97.17% $121.46
0.00%
2023 Q2 (1 result)
VRSN
VERISIGN INC
-4.22%
-6,810
-0.20%
$225.97
20.58% $272.47
4.51%
2023 Q1 (6 results)
KKR
KKR & CO INC
buy
+493,692
+3.78%
$52.52
131.26% $121.46
3.78%
AMZN
AMAZONCOM INC
+24.31%
+140,800
+2.12%
$103.29
98.48% $205.01
10.85%
VRSN
VERISIGN INC
-1.52%
-2,212
-0.08%
$211.33
28.93% $272.47
4.98%
TDG
TRANSDIGM GROUP INC
-11.82%
-17,291
-1.86%
$737.05
99.23% $1,468.43
13.87%
V
VISA INC-CLASS A SHARES
-14.42%
-67,294
-2.21%
$225.46
61.98% $365.19
13.14%
MCO
MOODY'S CORP
-21.74%
-34,354
-1.53%
$306.02
56.63% $479.32
5.52%
2022 Q4 (3 results)
AMZN
AMAZONCOM INC
+23.54%
+71,182
+1.53%
$84.00
144.06% $205.01
8.04%
MSFT
MICROSOFT CORP
+10.30%
+14,899
+0.94%
$239.82
91.96% $460.36
10.04%
GWRE
GUIDEWIRE SOFTWARE INC
-100.00%
-217,925
-2.83%
$61.58
249.18% $215.02
0.00%
2022 Q3 (10 results)
LRCX
LAM RESEARCH CORP
buy
+62,060
+4.00%
$366.00
77.93% $80.79
4.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+21.16%
+66,665
+3.56%
$303.35
30.63% $396.27
20.40%
TDG
TRANSDIGM GROUP INC
-0.07%
-109
-0.01%
$524.82
179.80% $1,468.43
13.52%
V
VISA INC-CLASS A SHARES
-3.50%
-12,782
-0.53%
$177.65
105.57% $365.19
14.60%
MSFT
MICROSOFT CORP
-11.12%
-28,733
-1.18%
$232.90
97.67% $460.36
9.42%
GOOG
ALPHABET INC-CL C
-11.16%
-82,656
-1.75%
$96.15
79.77% $172.85
13.94%
AMZN
AMAZONCOM INC
-11.21%
-59,184
-1.18%
$113.00
81.42% $205.01
9.33%
MCO
MOODY'S CORP
-12.87%
-17,967
-1.00%
$243.11
97.16% $479.32
6.77%
VRSN
VERISIGN INC
-17.05%
-33,707
-1.03%
$173.70
56.86% $272.47
5.02%
GWRE
GUIDEWIRE SOFTWARE INC
-25.61%
-75,014
-1.04%
$61.58
249.18% $215.02
0.00%
2022 Q2 (9 results)
MCO
MOODY'S CORP
+37.01%
+48,980
+2.04%
$271.97
76.24% $479.32
7.54%
AMZN
AMAZONCOM INC
+27.12%
+109,241
+1.83%
$106.21
93.02% $205.01
8.57%
VRSN
VERISIGN INC
+25.51%
+37,774
+1.03%
$167.33
62.83% $272.47
5.06%
MSFT
MICROSOFT CORP
+23.39%
+46,778
+1.92%
$256.83
79.25% $460.36
10.15%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.77%
-2,446
-0.18%
$468.53
15.42% $396.27
22.57%
GWRE
GUIDEWIRE SOFTWARE INC
-0.77%
-2,898
-0.03%
$70.99
202.89% $215.02
4.05%
GOOG
ALPHABET INC-CL C
-0.77%
-7,200
-0.12%
$109.37
58.04% $172.85
15.49%
V
VISA INC-CLASS A SHARES
-12.84%
-71,276
-2.15%
$196.89
85.48% $365.19
14.56%
META
META PLATFORMS INC-CLASS A
-100.00%
-172,072
-5.85%
$222.36
191.19% $647.49
0.00%
2021 Q4 (9 results)
V
VISA INC-CLASS A SHARES
+22.11%
+100,483
+2.45%
$216.71
68.52% $365.19
13.55%
TDG
TRANSDIGM GROUP INC
+14.02%
+14,134
+1.29%
$636.28
130.78% $1,468.43
10.50%
GWRE
GUIDEWIRE SOFTWARE INC
-4.98%
-19,730
-0.25%
$113.53
89.40% $215.02
4.81%
VRSN
VERISIGN INC
-4.99%
-8,265
-0.24%
$253.82
7.35% $272.47
4.51%
AMZN
AMAZONCOM INC
-4.99%
-17,767
-0.41%
$166.72
22.97% $205.01
7.80%
META
META PLATFORMS INC-CLASS A
-4.99%
-7,222
-0.34%
$336.35
92.50% $647.49
6.52%
GOOG
ALPHABET INC-CL C
-4.99%
-48,980
-0.80%
$144.68
19.47% $172.85
15.22%
MSFT
MICROSOFT CORP
-16.26%
-40,646
-1.54%
$336.32
36.88% $460.36
7.94%
MCO
MOODY'S CORP
-47.06%
-117,647
-5.18%
$390.58
22.72% $479.32
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.