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 11 security holdings in their (2024 Q2) SEC 13F filing(s) with portfolio value of $852,297,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Jun 2024, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (22.01%), (GOOG) ALPHABET INC-CL C (15.46%), (AMZN) AMAZONCOM INC (12.29%), (MSFT) MICROSOFT CORP (11.99%) and (TDG) TRANSDIGM GROUP INC (9.33%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2024 Q2" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2024 Q2), please click on the "important" button.

Portfolio value: $852M+
Period: 2024 Q2
Number of stock: 11
Update: 14 Aug 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
15.46%
718,260
$183.42
7.57% $197.31
$131,743,000
-7.71% (-60,040)
-1.29%
AMZN
AMAZONCOM INC
12.29%
541,901
$193.25
18.93% $229.83
$104,722,000
CP
CANADIAN PACIFIC KANSAS CITY
2.91%
314,734
$78.73
5.73% $74.22
$24,779,000
-28.61% (-126,110)
-1.16%
CHTR
CHARTER COMMUNICATIONS INC-A
22.01%
627,525
$298.96
23.31% $368.65
$187,605,000
+35.93% (+165,880)
+5.82%
LRCX
LAM RESEARCH CORP
6.56%
52,530
$1,064.86
92.60% $78.80
$55,937,000
MSFT
MICROSOFT CORP
11.99%
228,654
$446.95
1.22% $452.39
$102,197,000
MCO
MOODY'S CORP
7.45%
150,787
$420.93
15.78% $487.34
$63,471,000
-13.71% (-23,966)
-1.18%
MSCI
MSCI INC
3.27%
57,920
$481.75
27.48% $614.12
$27,903,000
buy
+3.27%
TDG
TRANSDIGM GROUP INC
9.33%
62,239
$1,277.61
0.81% $1,267.28
$79,517,000
-39.39% (-40,443)
-6.06%
UNP
UNION PACIFIC CORP
1.98%
74,500
$226.26
1.19% $228.94
$16,856,000
V
VISA INC-CLASS A SHARES
6.75%
219,329
$262.47
22.52% $321.57
$57,567,000
-27.41% (-82,838)
-2.55%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
VRSN
VERISIGN INC
233,415
-5.19%

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.