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 Q1) SEC 13F filing(s) with portfolio value of $878,556,000.

What stocks does Triple Frond Partners own?

In Triple Frond Partners's portfolio as of 31 Mar 2024, the top 5 holdings are (CHTR) CHARTER COMMUNICATIONS INC-A (15.27%), (TDG) TRANSDIGM GROUP INC (14.39%), (GOOG) ALPHABET INC-CL C (13.49%), (AMZN) AMAZONCOM INC (11.13%) and (MSFT) MICROSOFT CORP (10.95%).

To see the historical data of Triple Frond Partners's portfolio holdings please click on the "2024 Q1" dropdown menu and select the date.

To see Triple Frond Partners's original 13F reports (2024 Q1), please click on the "important" button.

Portfolio value: $878M+
Period: 2024 Q1
Number of stock: 11
Update: 14 May 2024
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
TDG
TRANSDIGM GROUP INC
14.39%
102,682
$1,231.60
3.59% $1,275.77
$126,463,000
-14.42% (-17,300)
-2.43%
CHTR
CHARTER COMMUNICATIONS INC-A
15.27%
461,645
$290.63
4.30% $278.13
$134,168,000
+15.98% (+63,600)
+2.10%
UNP
UNION PACIFIC CORP
2.09%
74,500
$245.93
0.40% $244.94
$18,322,000
buy
+2.09%
V
VISA INC-CLASS A SHARES
9.60%
302,167
$279.08
0.48% $277.74
$84,329,000
-17.58% (-64,470)
-2.05%
GOOG
ALPHABET INC-CL C
13.49%
778,300
$152.26
12.92% $171.93
$118,504,000
+8.59% (+61,600)
+1.07%
LRCX
LAM RESEARCH CORP
5.81%
52,530
$971.58
6.08% $912.54
$51,037,000
-15.36% (-9,530)
-1.05%
AMZN
AMAZONCOM INC
11.13%
541,901
$180.38
3.71% $187.07
$97,748,000
MSFT
MICROSOFT CORP
10.95%
228,654
$420.72
0.99% $416.56
$96,199,000
MCO
MOODY'S CORP
7.82%
174,753
$393.03
2.31% $402.10
$68,683,000
VRSN
VERISIGN INC
5.03%
233,415
$189.51
10.44% $169.73
$44,234,000
CP
CANADIAN PACIFIC KANSAS CITY
4.42%
440,844
$88.17
7.86% $81.24
$38,869,000
11 of 11

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.