Triple Frond Partners
Latest statistics and disclosures from Triple Frond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, MSFT, AMZN, V, TDG, and represent 77.90% of Triple Frond Partners's stock portfolio.
- Added to shares of these 3 stocks: LRCX (+$37M), MSFT (+$11M), CP (+$6.5M).
- Started 1 new stock position in LRCX.
- Reduced shares in these 7 stocks: CHTR (-$38M), UNP (-$18M), AMZN (-$15M), V (-$14M), GOOG (-$5.6M), TDG, MCO.
- Sold out of its position in UNP.
- Triple Frond Partners was a net seller of stock by $-42M.
- Triple Frond Partners has $773M in assets under management (AUM), dropping by -0.05%.
- Central Index Key (CIK): 0001454502
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Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 19.9 | $154M | -3% | 807k | 190.44 |
|
| Microsoft Corporation (MSFT) | 15.2 | $117M | +10% | 279k | 421.50 |
|
| Amazon (AMZN) | 15.1 | $116M | -11% | 530k | 219.39 |
|
| Visa Com Cl A (V) | 14.7 | $113M | -11% | 358k | 316.04 |
|
| TransDigm Group Incorporated (TDG) | 13.1 | $101M | -3% | 80k | 1267.28 |
|
| Charter Communications Inc N Cl A (CHTR) | 7.1 | $55M | -40% | 161k | 342.77 |
|
| Moody's Corporation (MCO) | 6.4 | $50M | -3% | 105k | 473.37 |
|
| Lam Research Corp Com New (LRCX) | 4.8 | $37M | NEW | 512k | 72.23 |
|
| Canadian Pacific Kansas City (CP) | 3.8 | $29M | +28% | 404k | 72.37 |
|
Past Filings by Triple Frond Partners
SEC 13F filings are viewable for Triple Frond Partners going back to 2010
- Triple Frond Partners 2024 Q4 filed Feb. 11, 2025
- Triple Frond Partners 2024 Q3 filed Nov. 13, 2024
- 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