Triple Frond Partners as of March 31, 2023
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 19.9 | $137M | 382k | 357.61 | |
| TransDigm Group Incorporated (TDG) | 13.9 | $95M | 129k | 737.05 | |
| Visa Com Cl A (V) | 13.1 | $90M | 400k | 225.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.5 | $86M | 823k | 104.00 | |
| Amazon (AMZN) | 10.8 | $74M | 720k | 103.29 | |
| Microsoft Corporation (MSFT) | 10.7 | $73M | 253k | 288.30 | |
| Moody's Corporation (MCO) | 5.5 | $38M | 124k | 306.02 | |
| Verisign (VRSN) | 5.0 | $34M | 162k | 211.33 | |
| Lam Research Corporation (LRCX) | 4.8 | $33M | 62k | 530.12 | |
| Kkr & Co (KKR) | 3.8 | $26M | 494k | 52.52 |
