Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 10
- 0 vs. Q3 2021
- Portfolio value
- $887.4M
- −$29.5M (−3.2%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 317,529 | $207.0M | 23.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 46,671 | $135.0M | 15.2% | −2,449−5.0% | Reduced | History |
| VVisa Inc. | Stock | 554,983 | $120.3M | 13.6% | +100,483+22.1% | Added | History |
| TDGTransDigm Group INC | COM | 146,400 | $93.2M | 10.5% | +18,006+14.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 209,404 | $70.4M | 7.9% | −40,646−16.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 20,767 | $69.2M | 7.8% | −1,090−5.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 172,072 | $57.9M | 6.5% | −9,028−5.0% | Reduced | History |
| MCOMoodys Corp | Stock | 132,353 | $51.7M | 5.8% | −117,647−47.1% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 376,070 | $42.7M | 4.8% | −19,730−5.0% | Reduced | History |
| VRSNVerisign Inc | COM | 157,525 | $40.0M | 4.5% | −8,265−5.0% | Reduced | History |