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 9 security holdings in their (2022 Q2) SEC 13F filing(s) with portfolio value of $654,062,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Jun 2022, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (22.57%), (GOOG) ALPHABET INC-CL C (15.49%), (V) VISA INC-CLASS A SHARES (14.56%), (TDG) TRANSDIGM GROUP INC (12.01%) and (MSFT) MICROSOFT CORP (10.15%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2022 Q2" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2022 Q2), please click on the "important" button.

Portfolio value: $654M+
Period: 2022 Q2
Number of stock: 9
Update: 15 Aug 2022
GOOG
15.49%
926,220
$109.37
77.41% $194.04
$101,303,000
-0.77% (-7,200)
-0.12%
AMZN
8.57%
527,960
$106.21
110.67% $223.75
$56,075,000
+27.12% (+112,620)
+1.83%
CHTR
22.57%
315,083
$468.53
25.59% $348.65
$147,626,000
-0.77% (-2,446)
-0.18%
GWRE
4.05%
373,172
$70.99
141.21% $171.23
$26,491,000
-0.77% (-2,898)
-0.03%
MSFT
10.15%
258,387
$256.83
67.63% $430.53
$66,362,000
+23.39% (+48,983)
+1.92%
MCO
7.54%
181,333
$271.97
75.30% $476.76
$49,317,000
+37.01% (+48,980)
+2.04%
TDG
12.01%
146,400
$536.67
140.54% $1,290.90
$78,568,000
VRSN
5.06%
197,711
$167.33
21.88% $203.95
$33,083,000
+25.51% (+40,186)
+1.03%
V
14.56%
483,707
$196.89
61.85% $318.66
$95,237,000
-12.84% (-71,276)
-2.15%
9 of 9

Completely sold out

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.