Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 10
- +1 vs. Q4 2022
- Portfolio value
- $685.4M
- +$80.7M (+13.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 381,748 | $136.5M | 19.9% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 129,000 | $95.1M | 13.9% | −17,291−11.8% | Reduced | History |
| VVisa Inc. | Stock | 399,482 | $90.1M | 13.1% | −67,294−14.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 822,900 | $85.6M | 12.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 719,936 | $74.4M | 10.8% | +140,800+24.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 253,304 | $73.0M | 10.7% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 123,644 | $37.8M | 5.5% | −34,354−21.7% | Reduced | History |
| VRSNVerisign Inc | COM | 161,504 | $34.1M | 5.0% | −2,500−1.5% | Reduced | History |
| LRCXLam Research Corp | COM | 62,060 | $32.9M | 4.8% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 493,692 | $25.9M | 3.8% | +493,692 | New | History |