Triple Frond Partners as of March 31, 2022
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the March 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 | $173k | 318k | 0.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 16.1 | $130k | 47k | 2.79 | |
| Visa Com Cl A (V) | 15.2 | $123k | 555k | 0.22 | |
| TransDigm Group Incorporated (TDG) | 11.8 | $95k | 146k | 0.65 | |
| Amazon (AMZN) | 8.4 | $68k | 21k | 3.26 | |
| Microsoft Corporation (MSFT) | 8.0 | $65k | 209k | 0.31 | |
| Moody's Corporation (MCO) | 5.5 | $45k | 132k | 0.34 | |
| Meta Platforms Cl A (META) | 4.7 | $38k | 172k | 0.22 | |
| Guidewire Software (GWRE) | 4.4 | $36k | 376k | 0.09 | |
| Verisign (VRSN) | 4.3 | $35k | 158k | 0.22 |
