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 (2024 Q3) SEC 13F filing(s) with portfolio value of $772,854,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 30 Sep 2024, the top 5 holdings are (GOOG) ALPHABET INC-CL C (18.10%), (TDG) TRANSDIGM GROUP INC (15.27%), (AMZN) AMAZONCOM INC (14.39%), (V) VISA INC-CLASS A SHARES (14.34%) and (MSFT) MICROSOFT CORP (14.04%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2024 Q3" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2024 Q3), please click on the "important" button.

Portfolio value: $772M+
Period: 2024 Q3
Number of stock: 9
Update: 13 Nov 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOG
ALPHABET INC-CL C
18.10%
836,850
$167.19
13.73% $190.15
$139,913,000
+16.51% (+118,590)
+2.57%
AMZN
AMAZONCOM INC
14.39%
596,771
$186.33
18.35% $220.52
$111,196,000
+10.13% (+54,870)
+1.32%
CP
CANADIAN PACIFIC KANSAS CITY
3.48%
314,734
$85.54
14.65% $73.01
$26,922,000
CHTR
CHARTER COMMUNICATIONS INC-A
11.35%
270,740
$324.08
10.55% $358.26
$87,741,000
-56.86% (-356,785)
-14.96%
MSFT
MICROSOFT CORP
14.04%
252,144
$430.30
1.65% $437.39
$108,498,000
+10.27% (+23,490)
+1.31%
MCO
MOODY'S CORP
6.66%
108,387
$474.60
0.95% $470.09
$51,440,000
-28.12% (-42,400)
-2.60%
TDG
TRANSDIGM GROUP INC
15.27%
82,673
$1,427.13
13.18% $1,239.00
$117,985,000
+32.83% (+20,434)
+3.77%
UNP
UNION PACIFIC CORP
2.38%
74,500
$246.48
8.90% $224.54
$18,363,000
V
VISA INC-CLASS A SHARES
14.34%
402,969
$274.95
12.67% $309.78
$110,796,000
+83.73% (+183,640)
+6.53%
9 of 9

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
MSCI
MSCI INC
57,920
-3.61%
LRCX
LAM RESEARCH CORP
52,530
-7.24%

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.