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
2019 Q3 (3 results)
SCHW
SCHWAB (CHARLES) CORP
+19.88%
+522,389
+2.09%
$41.83
111.19% $88.34
12.62%
FOXA
FOX CORP - CLASS A
+13.50%
+233,406
+0.71%
$31.54
74.22% $54.94
5.93%
TDG
TRANSDIGM GROUP INC
+6.05%
+12,838
+0.64%
$520.67
182.03% $1,468.43
11.22%
2019 Q2 (2 results)
FOXA
FOX CORP - CLASS A
buy
+1,728,594
+6.40%
$36.63
49.99% $54.94
6.40%
VRSK
VERISK ANALYTICS INC
-100.00%
-104,718
-1.41%
$133.00
136.19% $314.14
0.00%
2019 Q1 (5 results)
MA
MASTERCARD INC - A
+10.73%
+26,300
+0.72%
$235.45
148.71% $585.60
7.38%
TDG
TRANSDIGM GROUP INC
+7.44%
+14,700
+0.77%
$453.99
223.45% $1,468.43
11.13%
V
VISA INC-CLASS A SHARES
+6.54%
+30,213
+0.67%
$156.19
133.81% $365.19
10.96%
VRSK
VERISK ANALYTICS INC
-71.89%
-267,767
-4.11%
$133.00
136.19% $314.14
0.00%
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
-100.00%
-557,690
-10.43%
$161.89
43.24% $231.89
0.00%
2018 Q4 (9 results)
MA
MASTERCARD INC - A
+31.72%
+52,215
+1.36%
$188.65
210.42% $585.60
5.65%
V
VISA INC-CLASS A SHARES
+14.00%
+59,850
+1.13%
$131.94
176.78% $365.19
9.20%
LBTYK
LIBERTY GLOBAL PLC- C
-3.82%
-66,354
-0.17%
$20.64
52.13% $9.88
4.21%
VRSK
VERISK ANALYTICS INC
-3.91%
-15,142
-0.20%
$109.04
188.09% $314.14
4.97%
TDG
TRANSDIGM GROUP INC
-4.00%
-8,236
-0.34%
$340.06
331.81% $1,468.43
8.21%
SCHW
SCHWAB (CHARLES) CORP
-4.01%
-95,398
-0.56%
$41.53
112.71% $88.34
13.35%
MCO
MOODY'S CORP
-4.03%
-36,761
-0.63%
$140.04
242.27% $479.32
15.00%
LBRDK
LIBERTY BROADBAND-C
-14.82%
-120,078
-1.18%
$72.03
30.23% $93.80
6.75%
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
-17.34%
-116,986
-2.32%
$161.89
43.24% $231.89
0.00%
2018 Q3 (1 result)
LBTYK
LIBERTY GLOBAL PLC- C
-38.80%
-1,039,500
-3.22%
$28.16
64.91% $9.88
5.08%
2018 Q2 (6 results)
VRSK
VERISK ANALYTICS INC
buy
+372,121
+4.40%
$107.64
191.84% $314.14
4.40%
CHTR
CHARTER COMMUNICATIONS INC-A
+33.69%
+154,681
+4.83%
$293.21
35.15% $396.27
19.18%
LBRDK
LIBERTY BROADBAND-C
+13.31%
+105,697
+0.84%
$75.72
23.88% $93.80
7.19%
SCHW
SCHWAB (CHARLES) CORP
-0.01%
-300
-0.00%
$51.10
72.88% $88.34
14.76%
MCO
MOODY'S CORP
-11.77%
-121,686
-2.19%
$170.56
181.03% $479.32
16.42%
TDG
TRANSDIGM GROUP INC
-14.65%
-35,300
-1.29%
$345.14
325.46% $1,468.43
7.49%
2018 Q1 (4 results)
LBRDK
LIBERTY BROADBAND-C
buy
+794,303
+7.65%
$85.69
9.46% $93.80
7.65%
SCHW
SCHWAB (CHARLES) CORP
+9.50%
+237,565
+1.39%
$52.22
69.17% $88.34
16.06%
CHTR
CHARTER COMMUNICATIONS INC-A
-23.47%
-76,100
-4.97%
$311.22
27.33% $396.27
16.22%
TDG
TRANSDIGM GROUP INC
-38.21%
-149,000
-5.14%
$306.94
378.41% $1,468.43
8.31%
2017 Q4 (4 results)
CHTR
CHARTER COMMUNICATIONS INC-A
+55.14%
+124,932
+8.19%
$335.96
17.95% $396.27
23.06%
LBTYK
LIBERTY GLOBAL PLC- C
-14.94%
-498,000
-1.91%
$33.84
70.80% $9.88
10.86%
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
-18.19%
-84,749
-2.77%
$163.36
41.95% $231.89
12.48%
TDG
TRANSDIGM GROUP INC
-18.75%
-90,000
-2.80%
$274.62
434.71% $1,468.43
12.13%
2017 Q3 (3 results)
SCHW
SCHWAB (CHARLES) CORP
+25.00%
+500,000
+2.65%
$43.74
101.97% $88.34
13.26%
CHTR
CHARTER COMMUNICATIONS INC-A
+0.77%
+2,975
+0.13%
$363.42
9.04% $396.27
17.21%
NORD
NORD ANGLIA EDUCATION INC
-100.00%
-188,073
-0.74%
$32.57
-
0.00%
2017 Q2 (3 results)
CHTR
CHARTER COMMUNICATIONS INC-A
+19.44%
+63,100
+2.79%
$336.85
17.64% $396.27
17.13%
LBTYK
LIBERTY GLOBAL PLC- C
-16.67%
-446,666
-2.73%
$31.18
68.31% $9.88
13.64%
NORD
NORD ANGLIA EDUCATION INC
-87.49%
-1,315,000
-5.62%
$32.57
-
0.00%
2017 Q1 (6 results)
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
buy
+824,676
+13.20%
$120.37
92.65% $231.89
13.20%
TDG
TRANSDIGM GROUP INC
+45.83%
+103,332
+4.41%
$220.16
566.99% $1,468.43
14.05%
NORD
NORD ANGLIA EDUCATION INC
+7.18%
+100,632
+0.34%
$25.34
-
5.06%
SCHW
SCHWAB (CHARLES) CORP
-11.31%
-255,000
-1.38%
$40.81
116.47% $88.34
10.85%
LBTYK
LIBERTY GLOBAL PLC- C
-12.89%
-423,065
-2.76%
$35.04
71.80% $9.88
18.63%
SBAC
SBA COMMUNICATIONS CORP
-100.00%
-824,676
-11.32%
$103.26
124.57% $231.89
0.00%
46 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.