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
2021 Q3 (5 results)
AMZN
AMAZONCOM INC
buy
+437,140
+7.83%
$164.25
37.81% $226.35
7.83%
VRSN
VERISIGN INC
+42.44%
+41,002
+1.10%
$205.01
37.30% $281.49
3.71%
MCO
MOODY'S CORP
-16.28%
-48,608
-1.88%
$355.11
39.47% $495.28
9.68%
LBRDK
LIBERTY BROADBAND-C
-100.00%
-182,379
-3.45%
$173.66
49.49% $87.72
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-170,450
-4.22%
$226.78
48.42% $116.97
0.00%
2021 Q2 (5 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+25.79%
+34,950
+0.86%
$226.78
48.42% $116.97
0.00%
META
META PLATFORMS INC-CLASS A
+21.14%
+31,600
+1.19%
$347.71
104.31% $710.39
6.83%
TDG
TRANSDIGM GROUP INC
+12.36%
+14,120
+0.99%
$647.29
143.41% $1,575.57
9.01%
MCO
MOODY'S CORP
-20.12%
-66,945
-2.96%
$362.37
36.68% $495.28
11.74%
LBRDK
LIBERTY BROADBAND-C
-25.31%
-61,800
-1.16%
$173.66
49.49% $87.72
0.00%
2021 Q1 (4 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+132,790
+3.81%
$226.73
48.41% $116.97
3.81%
META
META PLATFORMS INC-CLASS A
buy
+144,267
+5.46%
$294.53
141.20% $710.39
5.46%
V
VISA INC-CLASS A SHARES
-24.00%
-143,500
-3.77%
$211.73
63.90% $347.02
11.93%
LBRDK
LIBERTY BROADBAND-C
-52.82%
-273,400
-5.09%
$150.15
41.58% $87.72
4.55%
2020 Q4 (11 results)
VRSN
VERISIGN INC
buy
+116,390
+3.07%
$216.40
30.08% $281.49
3.07%
V
VISA INC-CLASS A SHARES
-8.00%
-52,000
-1.39%
$218.73
58.65% $347.02
15.95%
LBRDK
LIBERTY BROADBAND-C
-32.48%
-126,990
-4.81%
$158.37
44.61% $87.72
10.00%
MSFT
MICROSOFT CORP
-34.03%
-129,000
-3.50%
$222.42
127.42% $505.82
6.78%
CHTR
CHARTER COMMUNICATIONS INC-A
-36.50%
-182,500
-14.73%
$661.55
42.06% $383.33
25.62%
MCO
MOODY'S CORP
-39.10%
-240,000
-8.50%
$290.24
70.64% $495.28
13.23%
TDG
TRANSDIGM GROUP INC
-39.94%
-75,620
-5.74%
$618.85
154.59% $1,575.57
8.63%
GWRE
GUIDEWIRE SOFTWARE INC
-40.10%
-265,000
-4.16%
$128.73
71.65% $220.96
6.21%
GOOG
ALPHABET INC-CL C
-45.49%
-430,500
-8.76%
$87.59
109.03% $183.10
10.50%
SPGI
S&P GLOBAL INC
-100.00%
-28,100
-1.24%
$360.61
44.83% $522.28
0.00%
MA
MASTERCARD INC - A
-100.00%
-199,425
-8.23%
$338.17
62.75% $550.36
0.00%
2020 Q3 (5 results)
MSFT
MICROSOFT CORP
buy
+379,050
+6.76%
$210.33
140.49% $505.82
6.76%
GWRE
GUIDEWIRE SOFTWARE INC
+15.36%
+88,000
+0.78%
$104.27
111.91% $220.96
5.85%
MCO
MOODY'S CORP
-5.60%
-19,656
-0.90%
$289.85
70.87% $495.28
15.10%
TDG
TRANSDIGM GROUP INC
-16.57%
-37,800
-1.52%
$475.12
231.62% $1,575.57
7.67%
MA
MASTERCARD INC - A
-28.14%
-78,075
-2.24%
$338.17
62.75% $550.36
0.00%
2020 Q2 (4 results)
GWRE
GUIDEWIRE SOFTWARE INC
+53.65%
+123,000
+2.14%
$110.85
99.33% $220.96
6.12%
TDG
TRANSDIGM GROUP INC
-18.55%
-30,376
-2.21%
$442.05
256.42% $1,575.57
9.72%
MCO
MOODY'S CORP
-22.70%
-191,000
-5.06%
$274.73
80.28% $495.28
17.22%
SCHW
SCHWAB (CHARLES) CORP
-100.00%
-412,300
-1.34%
$33.62
172.50% $91.61
0.00%
2020 Q1 (11 results)
SPGI
S&P GLOBAL INC
buy
+28,100
+0.77%
$245.05
113.13% $522.28
0.77%
GWRE
GUIDEWIRE SOFTWARE INC
buy
+372,800
+3.29%
$79.31
178.60% $220.96
3.29%
GOOG
ALPHABET INC-CL C
buy
+1,189,583
+11.68%
$58.14
214.93% $183.10
11.68%
V
VISA INC-CLASS A SHARES
+18.18%
+100,000
+1.80%
$161.12
115.38% $347.02
11.67%
MA
MASTERCARD INC - A
+18.09%
+27,412
+1.14%
$241.56
127.84% $550.36
7.47%
TDG
TRANSDIGM GROUP INC
+5.66%
+9,450
+0.54%
$320.19
392.07% $1,575.57
9.99%
MCO
MOODY'S CORP
-3.93%
-34,400
-0.81%
$211.50
134.17% $495.28
19.82%
CHTR
CHARTER COMMUNICATIONS INC-A
-19.35%
-120,000
-5.83%
$436.31
12.14% $383.33
24.31%
SCHW
SCHWAB (CHARLES) CORP
-84.44%
-2,237,700
-8.38%
$33.62
172.50% $91.61
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
-100.00%
-1,668,979
-4.05%
$21.79
53.80% $10.07
0.00%
FOXA
FOX CORP - CLASS A
-100.00%
-1,962,000
-8.10%
$37.07
50.07% $55.63
0.00%
2019 Q4 (4 results)
TDG
TRANSDIGM GROUP INC
+17.78%
+40,000
+1.93%
$560.00
181.35% $1,575.57
12.77%
V
VISA INC-CLASS A SHARES
-9.44%
-38,677
-0.93%
$187.90
84.68% $347.02
8.89%
MA
MASTERCARD INC - A
-13.38%
-36,300
-0.93%
$298.59
84.32% $550.36
6.04%
SCHW
SCHWAB (CHARLES) CORP
-15.87%
-500,000
-2.05%
$47.56
92.62% $91.61
10.85%
49 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.