Triple Frond Partners as of June 30, 2024
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 22.0 | $188M | 628k | 298.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.5 | $132M | 718k | 183.42 | |
| Amazon (AMZN) | 12.3 | $105M | 542k | 193.25 | |
| Microsoft Corporation (MSFT) | 12.0 | $102M | 229k | 446.95 | |
| TransDigm Group Incorporated (TDG) | 9.3 | $80M | 62k | 1277.61 | |
| Moody's Corporation (MCO) | 7.4 | $64M | 151k | 420.93 | |
| Visa Com Cl A (V) | 6.8 | $58M | 219k | 262.47 | |
| Lam Research Corporation (LRCX) | 6.6 | $56M | 53k | 1064.86 | |
| Msci (MSCI) | 3.3 | $28M | 58k | 481.75 | |
| Canadian Pacific Kansas City (CP) | 2.9 | $25M | 315k | 78.73 | |
| Union Pacific Corporation (UNP) | 2.0 | $17M | 75k | 226.25 |
