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Triple Frond Partners Holdings Activity
Triple Frond Partners Portfolio 13F
Triple Frond Partners has disclosed a total of 10 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 3, bought 1 totally new, decreased the number of shares of 5 and completely sold out 1 position(s).
What stocks is Triple Frond Partners buying now?
In the recent quarter Triple Frond Partners has purchased 4 securities: (CP) CANADIAN PACIFIC KANSAS CITY (new buy), (MCO) MOODY'S CORP (added shares +41.34%), (VRSN) VERISIGN INC (added shares +50.89%) and (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +4.27%).
What does Triple Frond Partners invest in?
Triple Frond Partners's top 5 holdings (by % of portfolio) are (CHTR) CHARTER COMMUNICATIONS INC-A (18.4%), (TDG) TRANSDIGM GROUP INC (14.44%), (GOOG) ALPHABET INC-CL C (12.02%), (V) VISA INC-CLASS A SHARES (11.35%) and (MSFT) MICROSOFT CORP (10.23%).
In the latest report(s) the following changes have been made to the top investments: (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +4.27%), (TDG) TRANSDIGM GROUP INC (reduced shares -6.99%), (GOOG) ALPHABET INC-CL C (reduced shares -12.91%), (V) VISA INC-CLASS A SHARES (reduced shares -8.22%) and (MSFT) MICROSOFT CORP (reduced shares -9.73%).
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.