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
2016 Q4 (10 results)
MA
MASTERCARD INC - A
buy
+186,000
+2.85%
$103.25
467.15% $585.60
2.85%
NORD
NORD ANGLIA EDUCATION INC
+108.50%
+729,813
+2.52%
$23.30
-
4.85%
SBAC
SBA COMMUNICATIONS CORP
+37.45%
+224,676
+3.44%
$103.26
124.57% $231.89
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
+21.66%
+621,262
+3.60%
$29.70
66.73% $9.88
20.22%
TDG
TRANSDIGM GROUP INC
+16.31%
+33,688
+1.70%
$248.96
489.82% $1,468.43
12.15%
MCO
MOODY'S CORP
+11.31%
+78,280
+1.47%
$94.27
408.46% $479.32
14.46%
CHTR
CHARTER COMMUNICATIONS INC-A
-20.24%
-82,336
-3.52%
$287.92
37.63% $396.27
13.86%
V
VISA INC-CLASS A SHARES
-27.79%
-192,400
-2.23%
$78.02
368.07% $365.19
5.79%
SCHW
SCHWAB (CHARLES) CORP
-29.64%
-950,000
-5.56%
$39.47
123.81% $88.34
13.20%
DVA
DAVITA INC
-100.00%
-674,300
-6.61%
$66.07
106.24% $136.26
0.00%
2016 Q3 (8 results)
NORD
NORD ANGLIA EDUCATION INC
+39.54%
+190,611
+0.59%
$21.78
-
2.09%
LBTYK
LIBERTY GLOBAL PLC- C
+14.64%
+388,009
+2.27%
$33.04
70.10% $9.88
17.77%
SCHW
SCHWAB (CHARLES) CORP
+6.83%
+205,000
+0.92%
$31.57
179.82% $88.34
14.42%
MCO
MOODY'S CORP
+6.17%
+42,660
+0.83%
$108.28
342.67% $479.32
14.33%
V
VISA INC-CLASS A SHARES
-1.09%
-7,600
-0.09%
$82.70
341.59% $365.19
8.16%
DVA
DAVITA INC
-5.77%
-41,300
-0.39%
$66.07
106.24% $136.26
0.00%
TDG
TRANSDIGM GROUP INC
-10.87%
-26,737
-1.42%
$289.12
407.90% $1,468.43
11.66%
9999826D
LIBERTY GLOBAL PLC LILAC - C
-100.00%
-270,436
-1.47%
$32.49
-
0.00%
2016 Q2 (7 results)
9999826D
LIBERTY GLOBAL PLC LILAC - C
buy
+270,436
+1.66%
$32.49
-
0.00%
NORD
NORD ANGLIA EDUCATION INC
buy
+482,017
+1.64%
$21.14
-
1.64%
CHTR
CHARTER COMMUNICATIONS INC-A
buy
+406,890
+14.97%
$228.64
73.32% $396.27
14.97%
LBTYK
LIBERTY GLOBAL PLC- C
+29.11%
+742,250
+3.42%
$28.65
65.51% $9.88
15.18%
TDG
TRANSDIGM GROUP INC
-15.33%
-47,150
-2.44%
$263.69
456.87% $1,468.43
13.47%
DVA
DAVITA INC
-15.81%
-134,400
-1.67%
$77.32
76.23% $136.26
8.90%
9876540D
FORMER CHARTER COMMUNICATION
-100.00%
-450,000
-14.66%
$202.43
-
0.00%
2016 Q1 (6 results)
V
VISA INC-CLASS A SHARES
buy
+700,000
+8.72%
$76.48
377.50% $365.19
8.72%
LBTYK
LIBERTY GLOBAL PLC- C
+24.39%
+447,500
+3.06%
$37.56
73.70% $9.88
15.60%
MCO
MOODY'S CORP
+20.69%
+132,000
+2.36%
$96.56
396.40% $479.32
13.76%
SBAC
SBA COMMUNICATIONS CORP
+20.00%
+100,000
+1.63%
$100.17
131.50% $231.89
9.79%
TDG
TRANSDIGM GROUP INC
+12.19%
+35,254
+1.46%
$220.34
566.43% $1,468.43
13.46%
DVA
DAVITA INC
-15.00%
-150,000
-1.79%
$73.38
85.69% $136.26
10.16%
2015 Q4 (6 results)
SBAC
SBA COMMUNICATIONS CORP
buy
+455,000
+9.80%
$105.07
120.70% $231.89
9.80%
DVA
DAVITA INC
+33.33%
+250,000
+3.25%
$69.71
95.47% $136.26
13.00%
MCO
MOODY'S CORP
+16.00%
+100,000
+1.87%
$100.34
377.69% $479.32
13.57%
LBTYK
LIBERTY GLOBAL PLC- C
+13.89%
+250,000
+1.90%
$40.77
75.77% $9.88
15.59%
TDG
TRANSDIGM GROUP INC
+2.84%
+9,243
+0.39%
$228.45
542.78% $1,468.43
14.24%
PGR
PROGRESSIVE CORP
-100.00%
-1,610,000
-9.20%
$30.64
829.93% $284.93
0.00%
2015 Q3 (6 results)
LBTYK
LIBERTY GLOBAL PLC- C
+80.00%
+800,000
+6.94%
$41.02
75.91% $9.88
15.62%
MCO
MOODY'S CORP
+66.67%
+250,000
+5.19%
$98.20
388.11% $479.32
12.99%
DVA
DAVITA INC
+36.36%
+191,000
+3.06%
$72.33
88.38% $136.26
11.48%
SCHW
SCHWAB (CHARLES) CORP
+20.00%
+470,000
+3.02%
$28.56
209.31% $88.34
18.13%
TDG
TRANSDIGM GROUP INC
+18.18%
+50,000
+2.25%
$212.41
591.32% $1,468.43
14.61%
9876540D
FORMER CHARTER COMMUNICATION
+12.50%
+50,000
+1.86%
$175.85
-
16.74%
2015 Q2 (1 result)
MCO
MOODY'S CORP
buy
+369,375
+10.34%
$107.96
343.98% $479.32
10.34%
2015 Q1 (3 results)
TDG
TRANSDIGM GROUP INC
buy
+275,000
+17.10%
$218.72
571.37% $1,468.43
17.10%
9876540D
FORMER CHARTER COMMUNICATION
+73.91%
+170,000
+9.33%
$193.11
-
21.96%
CCL
CARNIVAL CORP
-100.00%
-750,000
-9.66%
$45.33
48.78% $23.22
0.00%
47 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.