Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 11
- No 13F data for Q4 2020
- Portfolio value
- $806.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 317,529 | $195.9M | 24.3% | – | – | History |
| MCOMoodys Corp | Stock | 373,828 | $111.6M | 13.8% | – | – | History |
| GOOGAlphabet Inc. | Stock | 49,120 | $101.6M | 12.6% | – | – | History |
| VVisa Inc. | Stock | 454,500 | $96.2M | 11.9% | – | – | History |
| TDGTransDigm Group INC | COM | 114,274 | $67.2M | 8.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 250,050 | $59.0M | 7.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 149,500 | $44.0M | 5.5% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 395,800 | $40.2M | 5.0% | – | – | History |
| LBRDKLiberty Broadband Corp | COM SER C | 244,179 | $36.7M | 4.5% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 135,500 | $30.7M | 3.8% | – | – | History |
| VRSNVerisign Inc | COM | 116,390 | $23.1M | 2.9% | – | – | History |