Triple Frond Partners as of Sept. 30, 2021
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 25.2 | $231k | 318k | 0.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 14.3 | $131k | 49k | 2.67 | |
| Visa Com Cl A (V) | 11.0 | $101k | 455k | 0.22 | |
| Moody's Corporation (MCO) | 9.7 | $89k | 250k | 0.36 | |
| TransDigm Group Incorporated (TDG) | 8.7 | $80k | 128k | 0.62 | |
| Amazon (AMZN) | 7.8 | $72k | 22k | 3.29 | |
| Microsoft Corporation (MSFT) | 7.7 | $71k | 250k | 0.28 | |
| Facebook Cl A (META) | 6.7 | $62k | 181k | 0.34 | |
| Guidewire Software (GWRE) | 5.1 | $47k | 396k | 0.12 | |
| Verisign (VRSN) | 3.7 | $34k | 166k | 0.20 |
