Triple Frond Partners
Latest statistics and disclosures from Triple Frond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CHTR, GOOG, AMZN, MSFT, TDG, and represent 71.08% of Triple Frond Partners's stock portfolio.
- Added to shares of these 2 stocks: CHTR (+$50M), MSCI (+$28M).
- Started 1 new stock position in MSCI.
- Reduced shares in these 6 stocks: TDG (-$52M), , V (-$22M), GOOG (-$11M), MCO (-$10M), CP (-$9.9M).
- Sold out of its position in VRSN.
- Triple Frond Partners was a net seller of stock by $-71M.
- Triple Frond Partners has $852M in assets under management (AUM), dropping by -2.99%.
- Central Index Key (CIK): 0001454502
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Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 22.0 | $188M | +35% | 628k | 298.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 15.5 | $132M | -7% | 718k | 183.42 |
|
| Amazon (AMZN) | 12.3 | $105M | 542k | 193.25 |
|
|
| Microsoft Corporation (MSFT) | 12.0 | $102M | 229k | 446.95 |
|
|
| TransDigm Group Incorporated (TDG) | 9.3 | $80M | -39% | 62k | 1277.61 |
|
| Moody's Corporation (MCO) | 7.4 | $64M | -13% | 151k | 420.93 |
|
| Visa Com Cl A (V) | 6.8 | $58M | -27% | 219k | 262.47 |
|
| Lam Research Corporation (LRCX) | 6.6 | $56M | 53k | 1064.86 |
|
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| Msci (MSCI) | 3.3 | $28M | NEW | 58k | 481.75 |
|
| Canadian Pacific Kansas City (CP) | 2.9 | $25M | -28% | 315k | 78.73 |
|
| Union Pacific Corporation (UNP) | 2.0 | $17M | 75k | 226.25 |
|
Past Filings by Triple Frond Partners
SEC 13F filings are viewable for Triple Frond Partners going back to 2010
- Triple Frond Partners 2024 Q2 filed Aug. 14, 2024
- Triple Frond Partners 2024 Q1 filed May 14, 2024
- Triple Frond Partners 2023 Q4 filed Feb. 14, 2024
- Triple Frond Partners 2023 Q3 filed Nov. 14, 2023
- Triple Frond Partners 2023 Q2 filed Aug. 8, 2023
- Triple Frond Partners 2023 Q1 filed May 12, 2023
- Triple Frond Partners 2022 Q4 filed Feb. 8, 2023
- Triple Frond Partners 2022 Q3 filed Nov. 10, 2022
- Triple Frond Partners 2022 Q2 filed Aug. 15, 2022
- Triple Frond Partners 2022 Q1 filed May 12, 2022
- Triple Frond Partners 2021 Q4 filed Feb. 10, 2022
- Triple Frond Partners 2021 Q3 filed Nov. 10, 2021
- Triple Frond Partners 2021 Q2 filed Aug. 11, 2021
- Triple Frond Partners 2021 Q1 filed May 13, 2021
- Triple Frond Partners 2020 Q4 filed Feb. 12, 2021
- Triple Frond Partners 2020 Q3 filed Nov. 13, 2020