Triple Frond Partners as of Sept. 30, 2023
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 21.3 | $168M | 382k | 439.82 | |
| TransDigm Group Incorporated (TDG) | 13.8 | $109M | 129k | 843.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.8 | $109M | 823k | 131.85 | |
| Visa Com Cl A (V) | 11.7 | $92M | 400k | 230.01 | |
| Amazon (AMZN) | 11.6 | $92M | 720k | 127.12 | |
| Microsoft Corporation (MSFT) | 10.1 | $80M | 253k | 315.75 | |
| Moody's Corporation (MCO) | 5.0 | $39M | 124k | 316.17 | |
| Lam Research Corporation (LRCX) | 4.9 | $39M | 62k | 626.76 | |
| Verisign (VRSN) | 4.0 | $31M | 155k | 202.53 | |
| Kkr & Co (KKR) | 3.9 | $30M | 494k | 61.60 |
