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
2021 Q3 (5 results)
AMZN
AMAZONCOM INC
buy
+437,140
+7.83%
$164.25
39.42% $229.00
7.83%
VRSN
VERISIGN INC
+42.44%
+49,400
+1.10%
$205.01
33.34% $273.37
3.71%
MCO
MOODY'S CORP
-16.28%
-48,608
-1.88%
$355.11
43.55% $509.76
9.68%
LBRDK
LIBERTY BROADBAND-C
-100.00%
-182,379
-3.45%
$173.66
64.95% $60.86
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-170,450
-4.22%
$226.78
40.47% $135.00
0.00%
2021 Q2 (5 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+25.79%
+34,950
+0.86%
$226.78
40.47% $135.00
0.00%
META
META PLATFORMS INC-CLASS A
+21.14%
+31,600
+1.19%
$347.71
112.45% $738.70
6.83%
TDG
TRANSDIGM GROUP INC
+12.36%
+14,120
+0.99%
$647.29
116.11% $1,398.88
9.01%
MCO
MOODY'S CORP
-20.12%
-75,220
-2.96%
$362.37
40.67% $509.76
11.74%
LBRDK
LIBERTY BROADBAND-C
-25.31%
-61,800
-1.16%
$173.66
64.95% $60.86
0.00%
2021 Q1 (4 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+135,500
+3.81%
$226.73
40.46% $135.00
3.81%
META
META PLATFORMS INC-CLASS A
buy
+149,500
+5.46%
$294.53
150.81% $738.70
5.46%
V
VISA INC-CLASS A SHARES
-24.00%
-143,500
-3.77%
$211.73
66.14% $351.78
11.93%
LBRDK
LIBERTY BROADBAND-C
-52.82%
-273,400
-5.09%
$150.15
59.47% $60.86
4.55%
2020 Q4 (11 results)
VRSN
VERISIGN INC
buy
+116,390
+3.07%
$216.40
26.33% $273.37
3.07%
V
VISA INC-CLASS A SHARES
-8.00%
-52,000
-1.39%
$218.73
60.83% $351.78
15.95%
LBRDK
LIBERTY BROADBAND-C
-32.48%
-249,000
-4.81%
$158.37
61.57% $60.86
10.00%
MSFT
MICROSOFT CORP
-34.03%
-129,000
-3.50%
$222.42
127.81% $506.69
6.78%
CHTR
CHARTER COMMUNICATIONS INC-A
-36.50%
-182,500
-14.73%
$661.55
59.85% $265.58
25.62%
MCO
MOODY'S CORP
-39.10%
-240,000
-8.50%
$290.24
75.63% $509.76
13.23%
TDG
TRANSDIGM GROUP INC
-39.94%
-76,000
-5.74%
$618.85
126.04% $1,398.88
8.63%
GWRE
GUIDEWIRE SOFTWARE INC
-40.10%
-265,000
-4.16%
$128.73
68.59% $217.02
6.21%
GOOG
ALPHABET INC-CL C
-45.49%
-820,000
-8.76%
$87.59
143.77% $213.53
10.50%
SPGI
S&P GLOBAL INC
-100.00%
-28,100
-1.24%
$360.61
52.09% $548.44
0.00%
MA
MASTERCARD INC - A
-100.00%
-199,425
-8.23%
$338.17
76.03% $595.29
0.00%
2020 Q3 (5 results)
MSFT
MICROSOFT CORP
buy
+379,050
+6.76%
$210.33
140.90% $506.69
6.76%
GWRE
GUIDEWIRE SOFTWARE INC
+15.36%
+88,000
+0.78%
$104.27
108.13% $217.02
5.85%
MCO
MOODY'S CORP
-5.60%
-36,400
-0.90%
$289.85
75.87% $509.76
15.10%
TDG
TRANSDIGM GROUP INC
-16.57%
-37,800
-1.52%
$475.12
194.43% $1,398.88
7.67%
MA
MASTERCARD INC - A
-28.14%
-78,075
-2.24%
$338.17
76.03% $595.29
0.00%
2020 Q2 (4 results)
GWRE
GUIDEWIRE SOFTWARE INC
+53.65%
+200,000
+2.14%
$110.85
95.78% $217.02
6.12%
TDG
TRANSDIGM GROUP INC
-18.55%
-51,926
-2.21%
$442.05
216.45% $1,398.88
9.72%
MCO
MOODY'S CORP
-22.70%
-191,000
-5.06%
$274.73
85.55% $509.76
17.22%
SCHW
SCHWAB (CHARLES) CORP
-100.00%
-412,300
-1.34%
$33.62
185.08% $95.84
0.00%
2020 Q1 (11 results)
SPGI
S&P GLOBAL INC
buy
+28,100
+0.77%
$245.05
123.80% $548.44
0.77%
GWRE
GUIDEWIRE SOFTWARE INC
buy
+372,800
+3.29%
$79.31
173.63% $217.02
3.29%
GOOG
ALPHABET INC-CL C
buy
+1,802,400
+11.68%
$58.14
267.27% $213.53
11.68%
V
VISA INC-CLASS A SHARES
+18.18%
+100,000
+1.80%
$161.12
118.33% $351.78
11.67%
MA
MASTERCARD INC - A
+18.09%
+42,500
+1.14%
$241.56
146.44% $595.29
7.47%
TDG
TRANSDIGM GROUP INC
+5.66%
+15,000
+0.54%
$320.19
336.89% $1,398.88
9.99%
MCO
MOODY'S CORP
-3.93%
-34,400
-0.81%
$211.50
141.02% $509.76
19.82%
CHTR
CHARTER COMMUNICATIONS INC-A
-19.35%
-120,000
-5.83%
$436.31
39.13% $265.58
24.31%
SCHW
SCHWAB (CHARLES) CORP
-84.44%
-2,237,700
-8.38%
$33.62
185.08% $95.84
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
-100.00%
-1,668,979
-4.05%
$21.79
45.17% $11.95
0.00%
FOXA
FOX CORP - CLASS A
-100.00%
-1,962,000
-8.10%
$37.07
61.05% $59.70
0.00%
2019 Q4 (4 results)
TDG
TRANSDIGM GROUP INC
+17.78%
+40,000
+1.93%
$560.00
149.80% $1,398.88
12.77%
V
VISA INC-CLASS A SHARES
-9.44%
-57,300
-0.93%
$187.90
87.22% $351.78
8.89%
MA
MASTERCARD INC - A
-13.38%
-36,300
-0.93%
$298.59
99.37% $595.29
6.04%
SCHW
SCHWAB (CHARLES) CORP
-15.87%
-500,000
-2.05%
$47.56
101.51% $95.84
10.85%
49 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.