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
2020 Q4 (11 results)
VRSN
VERISIGN INC
buy
+116,390
+3.07%
$216.40
37.28% $297.08
3.07%
V
VISA INC-CLASS A SHARES
-8.00%
-52,000
-1.39%
$218.73
42.82% $312.40
15.95%
LBRDK
LIBERTY BROADBAND-C
-32.48%
-249,000
-4.81%
$158.37
80.96% $30.16
10.00%
MSFT
MICROSOFT CORP
-34.03%
-129,000
-3.50%
$222.42
92.13% $427.34
6.78%
CHTR
CHARTER COMMUNICATIONS INC-A
-36.50%
-182,500
-14.73%
$661.55
80.50% $129.01
25.62%
MCO
MOODY'S CORP
-39.10%
-240,000
-8.50%
$290.24
54.49% $448.39
13.23%
TDG
TRANSDIGM GROUP INC
-39.94%
-76,000
-5.74%
$618.85
95.78% $1,211.57
8.63%
GWRE
GUIDEWIRE SOFTWARE INC
-40.10%
-265,000
-4.16%
$128.73
20.42% $155.01
6.21%
GOOG
ALPHABET INC-CL C
-45.49%
-820,000
-8.76%
$87.59
306.06% $355.68
10.50%
SPGI
S&P GLOBAL INC
-100.00%
-28,100
-1.24%
$360.61
14.33% $412.29
0.00%
MA
MASTERCARD INC - A
-100.00%
-199,425
-8.23%
$338.17
39.44% $471.55
0.00%
2020 Q3 (5 results)
MSFT
MICROSOFT CORP
buy
+379,050
+6.76%
$210.33
103.17% $427.34
6.76%
GWRE
GUIDEWIRE SOFTWARE INC
+15.36%
+88,000
+0.78%
$104.27
48.66% $155.01
5.85%
MCO
MOODY'S CORP
-5.60%
-36,400
-0.90%
$289.85
54.70% $448.39
15.10%
TDG
TRANSDIGM GROUP INC
-16.57%
-37,800
-1.52%
$475.12
155.00% $1,211.57
7.67%
MA
MASTERCARD INC - A
-28.14%
-78,075
-2.24%
$338.17
39.44% $471.55
0.00%
2020 Q2 (4 results)
GWRE
GUIDEWIRE SOFTWARE INC
+53.65%
+200,000
+2.14%
$110.85
39.84% $155.01
6.12%
TDG
TRANSDIGM GROUP INC
-18.55%
-51,926
-2.21%
$442.05
174.08% $1,211.57
9.72%
MCO
MOODY'S CORP
-22.70%
-191,000
-5.06%
$274.73
63.21% $448.39
17.22%
SCHW
SCHWAB (CHARLES) CORP
-100.00%
-412,300
-1.34%
$33.62
157.56% $86.59
0.00%
2020 Q1 (11 results)
SPGI
S&P GLOBAL INC
buy
+28,100
+0.77%
$245.05
68.24% $412.29
0.77%
GWRE
GUIDEWIRE SOFTWARE INC
buy
+372,800
+3.29%
$79.31
95.45% $155.01
3.29%
GOOG
ALPHABET INC-CL C
buy
+1,802,400
+11.68%
$58.14
511.76% $355.68
11.68%
V
VISA INC-CLASS A SHARES
+18.18%
+100,000
+1.80%
$161.12
93.89% $312.40
11.67%
MA
MASTERCARD INC - A
+18.09%
+42,500
+1.14%
$241.56
95.21% $471.55
7.47%
TDG
TRANSDIGM GROUP INC
+5.66%
+15,000
+0.54%
$320.19
278.39% $1,211.57
9.99%
MCO
MOODY'S CORP
-3.93%
-34,400
-0.81%
$211.50
112.00% $448.39
19.82%
CHTR
CHARTER COMMUNICATIONS INC-A
-19.35%
-120,000
-5.83%
$436.31
70.43% $129.01
24.31%
SCHW
SCHWAB (CHARLES) CORP
-84.44%
-2,237,700
-8.38%
$33.62
157.56% $86.59
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
-100.00%
-1,668,979
-4.05%
$21.79
48.02% $11.33
0.00%
FOXA
FOX CORP - CLASS A
-100.00%
-1,962,000
-8.10%
$37.07
73.40% $64.28
0.00%
2019 Q4 (4 results)
TDG
TRANSDIGM GROUP INC
+17.78%
+40,000
+1.93%
$560.00
116.35% $1,211.57
12.77%
V
VISA INC-CLASS A SHARES
-9.44%
-57,300
-0.93%
$187.90
66.26% $312.40
8.89%
MA
MASTERCARD INC - A
-13.38%
-36,300
-0.93%
$298.59
57.92% $471.55
6.04%
SCHW
SCHWAB (CHARLES) CORP
-15.87%
-500,000
-2.05%
$47.56
82.06% $86.59
10.85%
2019 Q3 (3 results)
SCHW
SCHWAB (CHARLES) CORP
+19.88%
+522,389
+2.09%
$41.83
107.01% $86.59
12.62%
FOXA
FOX CORP - CLASS A
+13.50%
+233,406
+0.71%
$31.54
103.84% $64.28
5.93%
TDG
TRANSDIGM GROUP INC
+6.05%
+12,838
+0.64%
$520.67
132.69% $1,211.57
11.22%
2019 Q2 (2 results)
FOXA
FOX CORP - CLASS A
buy
+1,728,594
+6.40%
$36.63
75.49% $64.28
6.40%
VRSK
VERISK ANALYTICS INC
-100.00%
-104,718
-1.41%
$133.00
34.08% $178.33
0.00%
2019 Q1 (5 results)
MA
MASTERCARD INC - A
+10.73%
+26,300
+0.72%
$235.45
100.27% $471.55
7.38%
TDG
TRANSDIGM GROUP INC
+7.44%
+14,700
+0.77%
$453.99
166.87% $1,211.57
11.13%
V
VISA INC-CLASS A SHARES
+6.54%
+37,300
+0.67%
$156.19
100.01% $312.40
10.96%
VRSK
VERISK ANALYTICS INC
-71.89%
-267,767
-4.11%
$133.00
34.08% $178.33
0.00%
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
-100.00%
-557,690
-10.43%
$161.89
-
0.00%
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.