Triple Frond Partners as of Sept. 30, 2022
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 20.4 | $116M | 382k | 303.35 | |
| Visa Com Cl A (V) | 14.6 | $83M | 467k | 177.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.9 | $79M | 823k | 96.15 | |
| TransDigm Group Incorporated (TDG) | 13.5 | $77M | 146k | 524.82 | |
| Microsoft Corporation (MSFT) | 9.4 | $54M | 230k | 232.90 | |
| Amazon (AMZN) | 9.3 | $53M | 469k | 113.00 | |
| Moody's Corporation (MCO) | 6.8 | $38M | 158k | 243.11 | |
| Verisign (VRSN) | 5.0 | $29M | 164k | 173.70 | |
| Lam Research Corporation (LRCX) | 4.0 | $23M | 62k | 366.00 | |
| Guidewire Software (GWRE) | 3.0 | $17M | 278k | 61.58 |
