Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 8, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 9
- −1 vs. Q3 2022
- Portfolio value
- $604.7M
- +$37.0M (+6.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 381,748 | $129.5M | 21.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 466,776 | $97.0M | 16.0% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 146,291 | $92.1M | 15.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 822,900 | $73.0M | 12.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 253,304 | $60.7M | 10.0% | +23,650+10.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 579,136 | $48.6M | 8.0% | +110,360+23.5% | Added | History |
| MCOMoodys Corp | Stock | 157,998 | $44.0M | 7.3% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 164,004 | $33.7M | 5.6% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 62,060 | $26.1M | 4.3% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.