Triple Frond Partners as of Dec. 31, 2022
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 21.4 | $130M | 382k | 339.10 | |
| Visa Com Cl A (V) | 16.0 | $97M | 467k | 207.76 | |
| TransDigm Group Incorporated (TDG) | 15.2 | $92M | 146k | 629.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.1 | $73M | 823k | 88.73 | |
| Microsoft Corporation (MSFT) | 10.0 | $61M | 253k | 239.82 | |
| Amazon (AMZN) | 8.0 | $49M | 579k | 84.00 | |
| Moody's Corporation (MCO) | 7.3 | $44M | 158k | 278.62 | |
| Verisign (VRSN) | 5.6 | $34M | 164k | 205.44 | |
| Lam Research Corporation (LRCX) | 4.3 | $26M | 62k | 420.30 |
