Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 10, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 10
- −1 vs. Q2 2021
- Portfolio value
- $916.9M
- −$4.98M (−0.5%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 317,529 | $231.0M | 25.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 49,120 | $130.9M | 14.3% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 454,500 | $101.2M | 11.0% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 250,000 | $88.8M | 9.7% | −48,608−16.3% | Reduced | History |
| TDGTransDigm Group INC | COM | 128,394 | $80.2M | 8.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 21,857 | $71.8M | 7.8% | +21,857 | New | History |
| MSFTMicrosoft Corp | Stock | 250,050 | $70.5M | 7.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 181,100 | $61.5M | 6.7% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 395,800 | $47.0M | 5.1% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 165,790 | $34.0M | 3.7% | +49,400+42.4% | Added | History |
Sold out since Q2 2021 (2)
Positions held at the end of Q2 2021 that are gone from this filing.