Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 3 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 1 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has purchased 2 securities: (META) META PLATFORMS INC-CLASS A (added shares +43.58%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +30.68%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (22.66%), (GOOG) ALPHABET INC-CL C (13.01%), (TDG) TRANSDIGM GROUP INC (12.69%), (AMZN) AMAZONCOM INC (12.08%) and (META) META PLATFORMS INC-CLASS A (9.19%).

In the latest report(s) the following changes have been made to the top investments: (TDG) TRANSDIGM GROUP INC (reduced shares -19.91%) and (META) META PLATFORMS INC-CLASS A (added shares +43.58%).

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
476.54% $595.29
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
98.38% $204.85
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
+21.66%
+817,450
+3.60%
$29.70
59.76% $11.95
20.22%
TDG
TRANSDIGM GROUP INC
+16.31%
+46,148
+1.70%
$248.96
461.89% $1,398.88
12.15%
MCO
MOODY'S CORP
+11.31%
+105,075
+1.47%
$94.27
440.75% $509.76
14.46%
CHTR
CHARTER COMMUNICATIONS INC-A
-20.24%
-82,336
-3.52%
$287.92
7.76% $265.58
13.86%
V
VISA INC-CLASS A SHARES
-27.79%
-192,400
-2.23%
$78.02
350.88% $351.78
5.79%
SCHW
SCHWAB (CHARLES) CORP
-29.64%
-950,000
-5.56%
$39.47
142.82% $95.84
13.20%
DVA
DAVITA INC
-100.00%
-674,300
-6.61%
$66.07
108.51% $137.76
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%
+482,000
+2.27%
$33.04
63.83% $11.95
17.77%
SCHW
SCHWAB (CHARLES) CORP
+6.83%
+205,000
+0.92%
$31.57
203.58% $95.84
14.42%
MCO
MOODY'S CORP
+6.17%
+54,000
+0.83%
$108.28
370.78% $509.76
14.33%
V
VISA INC-CLASS A SHARES
-1.09%
-7,600
-0.09%
$82.70
325.37% $351.78
8.16%
DVA
DAVITA INC
-5.77%
-41,300
-0.39%
$66.07
108.51% $137.76
0.00%
TDG
TRANSDIGM GROUP INC
-10.87%
-34,500
-1.42%
$289.12
383.84% $1,398.88
11.66%
9999826D
LIBERTY GLOBAL PLC LILAC - C
-100.00%
-318,160
-1.47%
$32.49
-
0.00%
2016 Q2 (7 results)
9999826D
LIBERTY GLOBAL PLC LILAC - C
buy
+318,160
+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
16.16% $265.58
14.97%
LBTYK
LIBERTY GLOBAL PLC- C
+29.11%
+742,250
+3.42%
$28.65
58.29% $11.95
15.18%
TDG
TRANSDIGM GROUP INC
-15.33%
-57,500
-2.44%
$263.69
430.50% $1,398.88
13.47%
DVA
DAVITA INC
-15.81%
-134,400
-1.67%
$77.32
78.17% $137.76
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
359.96% $351.78
8.72%
LBTYK
LIBERTY GLOBAL PLC- C
+24.39%
+500,000
+3.06%
$37.56
68.18% $11.95
15.60%
MCO
MOODY'S CORP
+20.69%
+150,000
+2.36%
$96.56
427.92% $509.76
13.76%
SBAC
SBA COMMUNICATIONS CORP
+20.00%
+100,000
+1.63%
$100.17
104.50% $204.85
9.79%
TDG
TRANSDIGM GROUP INC
+12.19%
+40,757
+1.46%
$220.34
534.87% $1,398.88
13.46%
DVA
DAVITA INC
-15.00%
-150,000
-1.79%
$73.38
87.74% $137.76
10.16%
2015 Q4 (6 results)
SBAC
SBA COMMUNICATIONS CORP
buy
+500,000
+9.80%
$105.07
94.97% $204.85
9.80%
DVA
DAVITA INC
+33.33%
+250,000
+3.25%
$69.71
97.62% $137.76
13.00%
MCO
MOODY'S CORP
+16.00%
+100,000
+1.87%
$100.34
408.03% $509.76
13.57%
LBTYK
LIBERTY GLOBAL PLC- C
+13.89%
+250,000
+1.90%
$40.77
70.69% $11.95
15.59%
TDG
TRANSDIGM GROUP INC
+2.84%
+9,243
+0.39%
$228.45
512.33% $1,398.88
14.24%
PGR
PROGRESSIVE CORP
-100.00%
-1,610,000
-9.20%
$30.64
706.34% $247.06
0.00%
2015 Q3 (6 results)
LBTYK
LIBERTY GLOBAL PLC- C
+80.00%
+800,000
+6.94%
$41.02
70.87% $11.95
15.62%
MCO
MOODY'S CORP
+66.67%
+250,000
+5.19%
$98.20
419.10% $509.76
12.99%
DVA
DAVITA INC
+36.36%
+200,000
+3.06%
$72.33
90.46% $137.76
11.48%
SCHW
SCHWAB (CHARLES) CORP
+20.00%
+500,000
+3.02%
$28.56
235.57% $95.84
18.13%
TDG
TRANSDIGM GROUP INC
+18.18%
+50,000
+2.25%
$212.41
558.58% $1,398.88
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
+375,000
+10.34%
$107.96
372.17% $509.76
10.34%
2015 Q1 (3 results)
TDG
TRANSDIGM GROUP INC
buy
+275,000
+17.10%
$218.72
539.58% $1,398.88
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
29.65% $31.89
0.00%
47 of 265

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.