Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 10
- 0 vs. Q4 2021
- Portfolio value
- $807.8M
- −$79.6M (−9.0%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 317,529 | $173.2M | 21.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 46,671 | $130.4M | 16.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 554,983 | $123.1M | 15.2% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 146,400 | $95.4M | 11.8% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 20,767 | $67.7M | 8.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 209,404 | $64.6M | 8.0% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 132,353 | $44.7M | 5.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 172,072 | $38.3M | 4.7% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 376,070 | $35.6M | 4.4% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 157,525 | $35.0M | 4.3% | 00.0% | Unchanged | History |