Triple Frond Partners's Portfolio

Triple Frond Partners 13F holdings

What is Triple Frond Partners's portfolio?

Triple Frond Partners has disclosed a total of 11 security holdings in their (2021 Q1) SEC 13F filing(s) with portfolio value of $806,308,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Mar 2021, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (24.30%), (MCO) MOODY'S CORP (13.84%), (GOOG) ALPHABET INC-CL C (12.60%), (V) VISA INC-CLASS A SHARES (11.93%) and (TDG) TRANSDIGM GROUP INC (8.33%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2021 Q1" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2021 Q1), please click on the "important" button.

Portfolio value: $806M+
Period: 2021 Q1
Number of stock: 11
Update: 13 May 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
3.81%
132,790
$226.73
60.59% $89.35
$30,107,560
buy
+3.81%
GOOG
ALPHABET INC-CL C
12.60%
982,400
$103.43
70.93% $176.80
$101,611,000
CHTR
CHARTER COMMUNICATIONS INC-A
24.30%
317,529
$617.02
37.60% $385.02
$195,922,000
GWRE
GUIDEWIRE SOFTWARE INC
4.99%
395,800
$101.63
90.93% $194.04
$40,225,000
LBRDK
LIBERTY BROADBAND-C
4.55%
244,179
$150.15
41.89% $87.25
$36,663,000
-52.82% (-273,400)
-5.09%
META
META PLATFORMS INC-CLASS A
5.46%
144,267
$294.53
88.23% $554.40
$42,490,880
buy
+5.46%
MSFT
MICROSOFT CORP
7.31%
237,547
$235.77
76.34% $415.76
$56,006,300
MCO
MOODY'S CORP
13.84%
373,828
$298.61
58.05% $471.94
$111,629,000
TDG
TRANSDIGM GROUP INC
8.33%
114,274
$587.92
113.01% $1,252.35
$67,184,000
VRSN
VERISIGN INC
2.87%
108,824
$198.76
9.84% $179.20
$21,630,290
V
VISA INC-CLASS A SHARES
11.93%
454,500
$211.73
47.43% $312.16
$96,232,000
-24.00% (-143,500)
-3.77%
11 of 11

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.