Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 9
- −1 vs. Q1 2022
- Portfolio value
- $654.1M
- −$153.8M (−19.0%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 315,083 | $147.6M | 22.6% | −2,446−0.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 46,311 | $101.3M | 15.5% | −360−0.8% | Reduced | History |
| VVisa Inc. | Stock | 483,707 | $95.2M | 14.6% | −71,276−12.8% | Reduced | History |
| TDGTransDigm Group INC | COM | 146,400 | $78.6M | 12.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 258,387 | $66.4M | 10.1% | +48,983+23.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 527,960 | $56.1M | 8.6% | +112,620+27.1% | AddedConverted for a 20-for-1 split | History |
| MCOMoodys Corp | Stock | 181,333 | $49.3M | 7.5% | +48,980+37.0% | Added | History |
| VRSNVerisign Inc | COM | 197,711 | $33.1M | 5.1% | +40,186+25.5% | Added | History |
| GWREGuidewire Software, Inc. | COM | 373,172 | $26.5M | 4.1% | −2,898−0.8% | Reduced | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.