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 Q3) SEC 13F filing(s) with portfolio value of $788,279,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Sep 2023, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (21.30%), (TDG) TRANSDIGM GROUP INC (13.80%), (GOOG) ALPHABET INC-CL C (13.76%), (V) VISA INC-CLASS A SHARES (11.66%) and (AMZN) AMAZONCOM INC (11.61%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2023 Q3" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2023 Q3), please click on the "important" button.

Portfolio value: $788M+
Period: 2023 Q3
Number of stock: 10
Update: 14 Nov 2023
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
V
VISA INC-CLASS A SHARES
11.66%
273,645
$230.01
22.39% $281.50
$62,941,225
VRSN
VERISIGN INC
3.97%
154,694
$202.53
16.43% $169.25
$31,330,000
TDG
TRANSDIGM GROUP INC
13.80%
129,000
$843.13
52.91% $1,289.20
$108,764,000
MCO
MOODY'S CORP
4.96%
86,550
$316.17
29.64% $409.90
$27,365,100
MSFT
MICROSOFT CORP
10.15%
253,304
$315.75
33.99% $423.08
$79,981,000
LRCX
LAM RESEARCH CORP
4.93%
62,060
$626.76
51.21% $947.75
$38,897,000
KKR
KKR & CO INC
3.86%
352,989
$61.60
74.79% $107.67
$21,744,580
CHTR
CHARTER COMMUNICATIONS INC-A
21.30%
381,748
$439.82
38.21% $271.77
$167,900,000
AMZN
AMAZONCOM INC
11.61%
719,936
$127.12
46.31% $185.99
$91,518,000
GOOG
ALPHABET INC-CL C
13.76%
600,717
$131.85
31.88% $173.88
$79,204,270
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.