Triple Frond Partners as of Dec. 31, 2024
Portfolio Holdings for Triple Frond Partners
Triple Frond Partners holds 9 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 19.9 | $154M | 807k | 190.44 | |
| Microsoft Corporation (MSFT) | 15.2 | $117M | 279k | 421.50 | |
| Amazon (AMZN) | 15.1 | $116M | 530k | 219.39 | |
| Visa Com Cl A (V) | 14.7 | $113M | 358k | 316.04 | |
| TransDigm Group Incorporated (TDG) | 13.1 | $101M | 80k | 1267.28 | |
| Charter Communications Inc N Cl A (CHTR) | 7.1 | $55M | 161k | 342.77 | |
| Moody's Corporation (MCO) | 6.4 | $50M | 105k | 473.37 | |
| Lam Research Corp Com New (LRCX) | 4.8 | $37M | 512k | 72.23 | |
| Canadian Pacific Kansas City (CP) | 3.8 | $29M | 404k | 72.37 |
