Triple Frond Partners

Triple Frond Partners as of Sept. 30, 2024

Portfolio Holdings for Triple Frond Partners

Triple Frond Partners holds 9 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Alphabet Cap Stk Cl C (GOOG) 18.1 $140M 837k 167.19
TransDigm Group Incorporated (TDG) 15.3 $118M 83k 1427.13
Amazon (AMZN) 14.4 $111M 597k 186.33
Visa Com Cl A (V) 14.3 $111M 403k 274.95
Microsoft Corporation (MSFT) 14.0 $109M 252k 430.30
Charter Communications Inc N Cl A (CHTR) 11.4 $88M 271k 324.08
Moody's Corporation (MCO) 6.7 $51M 108k 474.60
Canadian Pacific Kansas City (CP) 3.5 $27M 315k 85.54
Union Pacific Corporation (UNP) 2.4 $18M 75k 246.48