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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 (2024 Q3) SEC report(s): increased the number of shares of 5, decreased the number of shares of 2 and completely sold out 2 position(s).
What stocks is Triple Frond Partners buying now?
In the recent quarter Triple Frond Partners has purchased 5 securities: (V) VISA INC-CLASS A SHARES (added shares +83.73%), (TDG) TRANSDIGM GROUP INC (added shares +32.83%), (GOOG) ALPHABET INC-CL C (added shares +16.51%), (AMZN) AMAZONCOM INC (added shares +10.13%) and (MSFT) MICROSOFT CORP (added shares +10.27%).
What does Triple Frond Partners invest in?
Triple Frond Partners's top 5 holdings (by % of portfolio) are (GOOG) ALPHABET INC-CL C (18.1%), (TDG) TRANSDIGM GROUP INC (15.27%), (AMZN) AMAZONCOM INC (14.39%), (V) VISA INC-CLASS A SHARES (14.34%) and (MSFT) MICROSOFT CORP (14.04%).
In the latest report(s) the following changes have been made to the top investments: (GOOG) ALPHABET INC-CL C (added shares +16.51%), (TDG) TRANSDIGM GROUP INC (added shares +32.83%), (AMZN) AMAZONCOM INC (added shares +10.13%), (V) VISA INC-CLASS A SHARES (added shares +83.73%) and (MSFT) MICROSOFT CORP (added shares +10.27%).
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.