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
2022 Q4 (3 results)
AMZN
AMAZONCOM INC
+23.54%
+110,360
+1.53%
$84.00
197.64% $250.02
8.04%
MSFT
MICROSOFT CORP
+10.30%
+23,650
+0.94%
$239.82
78.19% $427.34
10.04%
GWRE
GUIDEWIRE SOFTWARE INC
-100.00%
-277,612
-2.83%
$61.58
151.73% $155.01
0.00%
2022 Q3 (10 results)
LRCX
LAM RESEARCH CORP
buy
+62,060
+4.00%
$366.00
6.09% $343.71
4.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+21.16%
+66,665
+3.56%
$303.35
57.47% $129.01
20.40%
TDG
TRANSDIGM GROUP INC
-0.07%
-109
-0.01%
$524.82
130.86% $1,211.57
13.52%
V
VISA INC-CLASS A SHARES
-3.50%
-16,931
-0.53%
$177.65
75.85% $312.40
14.60%
MSFT
MICROSOFT CORP
-11.12%
-28,733
-1.18%
$232.90
83.49% $427.34
9.42%
GOOG
ALPHABET INC-CL C
-11.16%
-103,320
-1.75%
$96.15
269.92% $355.68
13.94%
AMZN
AMAZONCOM INC
-11.21%
-59,184
-1.18%
$113.00
121.26% $250.02
9.33%
MCO
MOODY'S CORP
-12.87%
-23,335
-1.00%
$243.11
84.44% $448.39
6.77%
VRSN
VERISIGN INC
-17.05%
-33,707
-1.03%
$173.70
71.03% $297.08
5.02%
GWRE
GUIDEWIRE SOFTWARE INC
-25.61%
-95,560
-1.04%
$61.58
151.73% $155.01
0.00%
2022 Q2 (9 results)
MCO
MOODY'S CORP
+37.01%
+48,980
+2.04%
$271.97
64.87% $448.39
7.54%
AMZN
AMAZONCOM INC
+27.12%
+112,620
+1.83%
$106.21
135.40% $250.02
8.57%
VRSN
VERISIGN INC
+25.51%
+40,186
+1.03%
$167.33
77.54% $297.08
5.06%
MSFT
MICROSOFT CORP
+23.39%
+48,983
+1.92%
$256.83
66.39% $427.34
10.15%
GWRE
GUIDEWIRE SOFTWARE INC
-0.77%
-2,898
-0.03%
$70.99
118.36% $155.01
4.05%
GOOG
ALPHABET INC-CL C
-0.77%
-7,200
-0.12%
$109.37
225.20% $355.68
15.49%
CHTR
CHARTER COMMUNICATIONS INC-A
-0.77%
-2,446
-0.18%
$468.53
72.46% $129.01
22.57%
V
VISA INC-CLASS A SHARES
-12.84%
-71,276
-2.15%
$196.89
58.67% $312.40
14.56%
META
META PLATFORMS INC-CLASS A
-100.00%
-172,072
-5.85%
$222.36
180.17% $622.98
0.00%
2021 Q4 (9 results)
V
VISA INC-CLASS A SHARES
+22.11%
+100,483
+2.45%
$216.71
44.16% $312.40
13.55%
TDG
TRANSDIGM GROUP INC
+14.02%
+18,006
+1.29%
$636.28
90.42% $1,211.57
10.50%
GWRE
GUIDEWIRE SOFTWARE INC
-4.98%
-19,730
-0.25%
$113.53
36.54% $155.01
4.81%
META
META PLATFORMS INC-CLASS A
-4.99%
-9,028
-0.34%
$336.35
85.22% $622.98
6.52%
GOOG
ALPHABET INC-CL C
-4.99%
-48,980
-0.80%
$144.68
145.84% $355.68
15.22%
VRSN
VERISIGN INC
-4.99%
-8,265
-0.24%
$253.82
17.04% $297.08
4.51%
AMZN
AMAZONCOM INC
-4.99%
-21,800
-0.41%
$166.72
49.97% $250.02
7.80%
MSFT
MICROSOFT CORP
-16.26%
-40,646
-1.54%
$336.32
27.06% $427.34
7.94%
MCO
MOODY'S CORP
-47.06%
-117,647
-5.18%
$390.58
14.80% $448.39
5.83%
2021 Q3 (5 results)
AMZN
AMAZONCOM INC
buy
+437,140
+7.83%
$164.25
52.22% $250.02
7.83%
VRSN
VERISIGN INC
+42.44%
+49,400
+1.10%
$205.01
44.91% $297.08
3.71%
MCO
MOODY'S CORP
-16.28%
-48,608
-1.88%
$355.11
26.27% $448.39
9.68%
BABA
ALIBABA GROUP HOLDING-SP ADR
-100.00%
-170,450
-4.22%
$226.78
-
0.00%
LBRDK
LIBERTY BROADBAND-C
-100.00%
-182,379
-3.45%
$173.66
82.63% $30.16
0.00%
2021 Q2 (5 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
+25.79%
+34,950
+0.86%
$226.78
-
0.00%
META
META PLATFORMS INC-CLASS A
+21.14%
+31,600
+1.19%
$347.71
79.17% $622.98
6.83%
TDG
TRANSDIGM GROUP INC
+12.36%
+14,120
+0.99%
$647.29
87.18% $1,211.57
9.01%
MCO
MOODY'S CORP
-20.12%
-75,220
-2.96%
$362.37
23.74% $448.39
11.74%
LBRDK
LIBERTY BROADBAND-C
-25.31%
-61,800
-1.16%
$173.66
82.63% $30.16
0.00%
2021 Q1 (4 results)
BABA
ALIBABA GROUP HOLDING-SP ADR
buy
+135,500
+3.81%
$226.73
-
3.81%
META
META PLATFORMS INC-CLASS A
buy
+149,500
+5.46%
$294.53
111.52% $622.98
5.46%
V
VISA INC-CLASS A SHARES
-24.00%
-143,500
-3.77%
$211.73
47.55% $312.40
11.93%
LBRDK
LIBERTY BROADBAND-C
-52.82%
-273,400
-5.09%
$150.15
79.91% $30.16
4.55%
45 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.