Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 11, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 11
- 0 vs. Q1 2021
- Portfolio value
- $921.9M
- +$115.6M (+14.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 317,529 | $229.1M | 24.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 49,120 | $123.1M | 13.4% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 298,608 | $108.2M | 11.7% | −75,220−20.1% | Reduced | History |
| VVisa Inc. | Stock | 454,500 | $106.3M | 11.5% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 128,394 | $83.1M | 9.0% | +14,120+12.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 250,050 | $67.7M | 7.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 181,100 | $63.0M | 6.8% | +31,600+21.1% | Added | History |
| GWREGuidewire Software, Inc. | COM | 395,800 | $44.6M | 4.8% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 170,450 | $38.7M | 4.2% | +34,950+25.8% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 182,379 | $31.7M | 3.4% | −61,800−25.3% | Reduced | History |
| VRSNVerisign Inc | COM | 116,390 | $26.5M | 2.9% | 00.0% | Unchanged | History |