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 |
