Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 8, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 10
- 0 vs. Q1 2023
- Portfolio value
- $775.6M
- +$90.2M (+13.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 381,748 | $140.2M | 18.1% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 129,000 | $115.3M | 14.9% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 822,900 | $99.5M | 12.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 399,482 | $94.9M | 12.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 719,936 | $93.9M | 12.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 253,304 | $86.3M | 11.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 123,644 | $43.0M | 5.5% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 62,060 | $39.9M | 5.1% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 154,694 | $35.0M | 4.5% | −6,810−4.2% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 493,692 | $27.6M | 3.6% | 00.0% | Unchanged | History |