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 (2022 Q3) SEC 13F filing(s) with portfolio value of $567,790,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Sep 2022, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (20.40%), (V) VISA INC-CLASS A SHARES (14.60%), (GOOG) ALPHABET INC-CL C (13.94%), (TDG) TRANSDIGM GROUP INC (13.52%) and (MSFT) MICROSOFT CORP (9.42%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2022 Q3" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2022 Q3), please click on the "important" button.

Portfolio value: $567M+
Period: 2022 Q3
Number of stock: 10
Update: 10 Nov 2022
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
13.94%
658,320
$96.15
80.85% $173.89
$63,297,600
-11.16% (-82,656)
-1.75%
AMZN
AMAZONCOM INC
9.33%
468,776
$113.00
79.30% $202.61
$52,972,000
-11.21% (-59,184)
-1.18%
CHTR
CHARTER COMMUNICATIONS INC-A
20.40%
381,748
$303.35
28.42% $389.57
$115,803,000
+21.16% (+66,665)
+3.56%
GWRE
GUIDEWIRE SOFTWARE INC
3.01%
217,925
$61.58
212.15% $192.22
$13,419,575
-25.61% (-75,014)
-1.04%
LRCX
LAM RESEARCH CORP
4.00%
62,060
$366.00
80.86% $70.05
$22,714,000
buy
+4.00%
MSFT
MICROSOFT CORP
9.42%
229,654
$232.90
78.19% $415.00
$53,486,000
-11.12% (-28,733)
-1.18%
MCO
MOODY'S CORP
6.77%
121,658
$243.11
94.69% $473.31
$29,576,470
-12.87% (-17,967)
-1.00%
TDG
TRANSDIGM GROUP INC
13.52%
146,291
$524.82
138.97% $1,254.16
$76,776,000
-0.07% (-109)
-0.01%
VRSN
VERISIGN INC
5.02%
164,004
$173.70
4.13% $180.88
$28,488,000
-17.05% (-33,707)
-1.03%
V
VISA INC-CLASS A SHARES
14.60%
352,415
$177.65
74.30% $309.64
$62,606,865
-3.50% (-12,782)
-0.53%
10 of 10

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.