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 10 security holdings in their (2021 Q3) SEC 13F filing(s) with portfolio value of $916,946,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Sep 2021, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (25.19%), (GOOG) ALPHABET INC-CL C (14.28%), (V) VISA INC-CLASS A SHARES (11.04%), (MCO) MOODY'S CORP (9.68%) and (TDG) TRANSDIGM GROUP INC (8.75%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2021 Q3" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2021 Q3), please click on the "important" button.

Portfolio value: $916M+
Period: 2021 Q3
Number of stock: 10
Update: 10 Nov 2021
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
14.28%
982,400
$133.27
31.96% $175.86
$130,920,000
AMZN
AMAZONCOM INC
7.83%
437,140
$164.25
23.05% $202.11
$71,801,000
buy
+7.83%
CHTR
CHARTER COMMUNICATIONS INC-A
25.19%
273,074
$727.56
46.41% $389.90
$198,678,060
GWRE
GUIDEWIRE SOFTWARE INC
5.13%
395,800
$118.87
62.93% $193.67
$47,049,000
META
META PLATFORMS INC-CLASS A
6.70%
181,100
$339.39
63.75% $555.74
$61,464,000
MSFT
MICROSOFT CORP
7.69%
211,292
$281.92
47.57% $416.04
$59,567,430
MCO
MOODY'S CORP
9.68%
250,000
$355.11
32.85% $471.76
$88,777,000
-16.28% (-48,608)
-1.88%
TDG
TRANSDIGM GROUP INC
8.75%
128,394
$624.57
100.92% $1,254.87
$80,191,000
VRSN
VERISIGN INC
3.71%
137,605
$205.01
12.70% $178.97
$28,210,870
+42.44% (+41,002)
+1.10%
V
VISA INC-CLASS A SHARES
11.04%
454,500
$222.75
39.91% $311.66
$101,240,000
10 of 10

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
BABA
ALIBABA GROUP HOLDING-SP ADR
170,450
-4.22%
LBRDK
LIBERTY BROADBAND-C
182,379
-3.45%

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.