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
2016 Q3 (8 results)
NORD
NORD ANGLIA EDUCATION INC
+39.54%
+190,611
+0.59%
$21.78
81.59% $4.01
2.09%
LBTYK
LIBERTY GLOBAL PLC- C
+14.64%
+482,000
+2.27%
$33.04
65.71% $11.33
17.77%
SCHW
SCHWAB (CHARLES) CORP
+6.83%
+205,000
+0.92%
$31.57
174.28% $86.59
14.42%
MCO
MOODY'S CORP
+6.17%
+54,000
+0.83%
$108.28
314.10% $448.39
14.33%
V
VISA INC-CLASS A SHARES
-1.09%
-7,600
-0.09%
$82.70
277.75% $312.40
8.16%
DVA
DAVITA INC
-5.77%
-41,300
-0.39%
$66.07
195.19% $195.03
0.00%
TDG
TRANSDIGM GROUP INC
-10.87%
-34,500
-1.42%
$289.12
319.05% $1,211.57
11.66%
9999826D
LIBERTY GLOBAL PLC LILAC - C
-100.00%
-318,160
-1.47%
$32.49
-
0.00%
2016 Q2 (7 results)
NORD
NORD ANGLIA EDUCATION INC
buy
+482,017
+1.64%
$21.14
81.03% $4.01
1.64%
9999826D
LIBERTY GLOBAL PLC LILAC - C
buy
+318,160
+1.66%
$32.49
-
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
buy
+406,890
+14.97%
$228.64
43.57% $129.01
14.97%
LBTYK
LIBERTY GLOBAL PLC- C
+29.11%
+742,250
+3.42%
$28.65
60.45% $11.33
15.18%
TDG
TRANSDIGM GROUP INC
-15.33%
-57,500
-2.44%
$263.69
359.47% $1,211.57
13.47%
DVA
DAVITA INC
-15.81%
-134,400
-1.67%
$77.32
152.24% $195.03
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
308.47% $312.40
8.72%
LBTYK
LIBERTY GLOBAL PLC- C
+24.39%
+500,000
+3.06%
$37.56
69.83% $11.33
15.60%
MCO
MOODY'S CORP
+20.69%
+150,000
+2.36%
$96.56
364.36% $448.39
13.76%
SBAC
SBA COMMUNICATIONS CORP
+20.00%
+100,000
+1.63%
$100.17
96.25% $196.58
9.79%
TDG
TRANSDIGM GROUP INC
+12.19%
+40,757
+1.46%
$220.34
449.86% $1,211.57
13.46%
DVA
DAVITA INC
-15.00%
-150,000
-1.79%
$73.38
165.78% $195.03
10.16%
2015 Q4 (6 results)
SBAC
SBA COMMUNICATIONS CORP
buy
+500,000
+9.80%
$105.07
87.09% $196.58
9.80%
DVA
DAVITA INC
+33.33%
+250,000
+3.25%
$69.71
179.77% $195.03
13.00%
MCO
MOODY'S CORP
+16.00%
+100,000
+1.87%
$100.34
346.87% $448.39
13.57%
LBTYK
LIBERTY GLOBAL PLC- C
+13.89%
+250,000
+1.90%
$40.77
72.21% $11.33
15.59%
TDG
TRANSDIGM GROUP INC
+2.84%
+9,243
+0.39%
$228.45
430.34% $1,211.57
14.24%
PGR
PROGRESSIVE CORP
-100.00%
-1,610,000
-9.20%
$30.64
531.40% $193.46
0.00%
2015 Q3 (6 results)
LBTYK
LIBERTY GLOBAL PLC- C
+80.00%
+800,000
+6.94%
$41.02
72.38% $11.33
15.62%
MCO
MOODY'S CORP
+66.67%
+250,000
+5.19%
$98.20
356.61% $448.39
12.99%
DVA
DAVITA INC
+36.36%
+200,000
+3.06%
$72.33
169.64% $195.03
11.48%
SCHW
SCHWAB (CHARLES) CORP
+20.00%
+500,000
+3.02%
$28.56
203.19% $86.59
18.13%
TDG
TRANSDIGM GROUP INC
+18.18%
+50,000
+2.25%
$212.41
470.39% $1,211.57
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
315.33% $448.39
10.34%
2015 Q1 (3 results)
TDG
TRANSDIGM GROUP INC
buy
+275,000
+17.10%
$218.72
453.94% $1,211.57
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
40.06% $27.17
0.00%
2014 Q4 (5 results)
9876540D
FORMER CHARTER COMMUNICATION
buy
+230,000
+13.63%
$166.62
-
13.63%
LBTYK
LIBERTY GLOBAL PLC- C
buy
+1,000,000
+17.18%
$48.31
76.55% $11.33
17.18%
SCHW
SCHWAB (CHARLES) CORP
+11.11%
+250,000
+2.68%
$30.19
186.82% $86.59
26.84%
CCL
CARNIVAL CORP
-25.00%
-250,000
-4.03%
$45.33
40.06% $27.17
0.00%
MCD
MCDONALD'S CORP
-100.00%
-300,000
-10.11%
$94.81
188.25% $273.29
0.00%
2014 Q3 (2 results)
DVA
DAVITA INC
buy
+550,000
+18.65%
$73.14
166.65% $195.03
18.65%
1498499D
HCC INSURANCE HOLDINGS INC
-100.00%
-670,000
-15.20%
$48.94
-
0.00%
2014 Q2 (4 results)
MCD
MCDONALD'S CORP
buy
+300,000
+14.96%
$100.74
171.28% $273.29
14.96%
73HK
RYANAIR HOLDINGS PLC-SP ADR
-100.00%
-235,800
-6.86%
$58.81
-
0.00%
VR
VALIDUS HOLDINGS LTD
-100.00%
-400,000
-7.46%
$37.71
-
0.00%
RNR
RENAISSANCERE HOLDINGS LTD
-100.00%
-175,000
-8.45%
$97.60
187.51% $280.61
0.00%
48 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.