Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 10
- +1 vs. Q2 2022
- Portfolio value
- $567.8M
- −$86.3M (−13.2%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 381,748 | $115.8M | 20.4% | +66,665+21.2% | Added | History |
| VVisa Inc. | Stock | 466,776 | $82.9M | 14.6% | −16,931−3.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 822,900 | $79.1M | 13.9% | −103,320−11.2% | ReducedConverted for a 20-for-1 split | History |
| TDGTransDigm Group INC | COM | 146,291 | $76.8M | 13.5% | −109−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 229,654 | $53.5M | 9.4% | −28,733−11.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 468,776 | $53.0M | 9.3% | −59,184−11.2% | Reduced | History |
| MCOMoodys Corp | Stock | 157,998 | $38.4M | 6.8% | −23,335−12.9% | Reduced | History |
| VRSNVerisign Inc | COM | 164,004 | $28.5M | 5.0% | −33,707−17.0% | Reduced | History |
| LRCXLam Research Corp | COM | 62,060 | $22.7M | 4.0% | +62,060 | New | History |
| GWREGuidewire Software, Inc. | COM | 277,612 | $17.1M | 3.0% | −95,560−25.6% | Reduced | History |