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 (2023 Q1) SEC 13F filing(s) with portfolio value of $685,432,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Mar 2023, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (19.92%), (TDG) TRANSDIGM GROUP INC (13.87%), (V) VISA INC-CLASS A SHARES (13.14%), (GOOG) ALPHABET INC-CL C (12.49%) and (AMZN) AMAZONCOM INC (10.85%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2023 Q1" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2023 Q1), please click on the "important" button.

Portfolio value: $685M+
Period: 2023 Q1
Number of stock: 10
Update: 12 May 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
12.49%
822,900
$104.00
82.84% $190.15
$85,582,000
AMZN
AMAZONCOM INC
10.85%
719,936
$103.29
113.50% $220.52
$74,362,000
+24.31% (+140,800)
+2.12%
CHTR
CHARTER COMMUNICATIONS INC-A
19.92%
381,748
$357.61
0.18% $358.26
$136,517,000
KKR
KKR & CO INC
3.78%
493,692
$52.52
172.20% $142.96
$25,929,000
buy
+3.78%
LRCX
LAM RESEARCH CORP
4.80%
62,060
$530.12
85.81% $75.20
$32,899,000
MSFT
MICROSOFT CORP
10.65%
253,304
$288.30
51.71% $437.39
$73,028,000
MCO
MOODY'S CORP
5.52%
123,644
$306.02
53.61% $470.09
$37,838,000
-21.74% (-34,354)
-1.53%
TDG
TRANSDIGM GROUP INC
13.87%
129,000
$737.05
68.10% $1,239.00
$95,079,000
-11.82% (-17,291)
-1.86%
VRSN
VERISIGN INC
4.98%
161,504
$211.33
9.41% $191.44
$34,131,000
-1.52% (-2,500)
-0.08%
V
VISA INC-CLASS A SHARES
13.14%
399,482
$225.46
37.40% $309.78
$90,067,000
-14.42% (-67,294)
-2.21%
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.