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
2014 Q4 (5 results)
9876540D
FORMER CHARTER COMMUNICATION
buy
+230,000
+13.63%
$166.62
-
13.63%
LBTYK
LIBERTY GLOBAL PLC- C
buy
+560,000
+17.18%
$48.31
79.16% $10.07
17.18%
SCHW
SCHWAB (CHARLES) CORP
+11.11%
+250,000
+2.68%
$30.19
203.44% $91.61
26.84%
CCL
CARNIVAL CORP
-25.00%
-250,000
-4.03%
$45.33
36.09% $28.97
0.00%
MCD
MCDONALD'S CORP
-100.00%
-172,500
-10.11%
$94.81
216.02% $299.62
0.00%
2014 Q3 (2 results)
DVA
DAVITA INC
buy
+550,000
+18.65%
$73.14
92.14% $140.53
18.65%
1498499D
HCC INSURANCE HOLDINGS INC
-100.00%
-405,350
-15.20%
$48.94
-
0.00%
2014 Q2 (4 results)
MCD
MCDONALD'S CORP
buy
+300,000
+14.96%
$100.74
197.42% $299.62
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
32.25% $25.55
0.00%
RNR
RENAISSANCERE HOLDINGS LTD
-100.00%
-175,000
-8.45%
$97.60
141.80% $236.00
0.00%
2014 Q1 (5 results)
PGR
PROGRESSIVE CORP
+168.33%
+641,350
+11.39%
$24.22
900.00% $242.20
18.15%
73HK
RYANAIR HOLDINGS PLC-SP ADR
-65.54%
-448,380
-12.27%
$58.81
-
0.00%
TWC
TIME WARNER CABLE
-100.00%
-400,000
-25.23%
$135.50
-
0.00%
TRW
ZF TRW AUTOMOTIVE HOLDINGS C
-100.00%
-273,000
-9.45%
$74.39
-
0.00%
CRH
CRH PLC-SPONSORED ADR
-100.00%
-563,456
-6.70%
$25.55
268.66% $94.19
0.00%
2013 Q4 (6 results)
TRW
ZF TRW AUTOMOTIVE HOLDINGS C
buy
+273,000
+6.77%
$74.39
-
0.00%
1498499D
HCC INSURANCE HOLDINGS INC
-14.28%
-111,600
-1.72%
$46.14
-
10.30%
VR
VALIDUS HOLDINGS LTD
-27.27%
-97,500
-2.01%
$40.29
36.58% $25.55
5.37%
CCL
CARNIVAL CORP
-28.13%
-272,047
-5.24%
$40.17
27.88% $28.97
13.39%
RNR
RENAISSANCERE HOLDINGS LTD
-41.68%
-125,089
-4.06%
$97.34
142.44% $236.00
5.68%
TWC
TIME WARNER CABLE
-50.00%
-400,000
-18.06%
$135.50
-
0.00%
2013 Q3 (6 results)
VR
VALIDUS HOLDINGS LTD
buy
+550,000
+6.20%
$36.98
30.91% $25.55
6.20%
1498499D
HCC INSURANCE HOLDINGS INC
-2.30%
-18,400
-0.25%
$43.82
-
10.44%
TWC
TIME WARNER CABLE
-12.15%
-110,635
-3.76%
$111.60
-
27.22%
SCHW
SCHWAB (CHARLES) CORP
-24.42%
-516,283
-4.69%
$21.14
333.35% $91.61
14.50%
RNR
RENAISSANCERE HOLDINGS LTD
-29.41%
-125,000
-3.45%
$90.53
160.69% $236.00
8.28%
PGR
PROGRESSIVE CORP
-40.00%
-290,000
-3.32%
$27.23
789.46% $242.20
4.98%
28 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.