Triple Frond Partners as of June 30, 2022
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 22.6 | $148M | 315k | 468.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.5 | $101M | 46k | 2187.45 | |
| Visa Com Cl A (V) | 14.6 | $95M | 484k | 196.89 | |
| TransDigm Group Incorporated (TDG) | 12.0 | $79M | 146k | 536.67 | |
| Microsoft Corporation (MSFT) | 10.1 | $66M | 258k | 256.83 | |
| Amazon (AMZN) | 8.6 | $56M | 528k | 106.21 | |
| Moody's Corporation (MCO) | 7.5 | $49M | 181k | 271.97 | |
| Verisign (VRSN) | 5.1 | $33M | 198k | 167.33 | |
| Guidewire Software (GWRE) | 4.1 | $27M | 373k | 70.99 |
