Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 10
- 0 vs. Q2 2023
- Portfolio value
- $788.3M
- +$12.7M (+1.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 381,748 | $167.9M | 21.3% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 129,000 | $108.8M | 13.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 822,900 | $108.5M | 13.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 399,482 | $91.9M | 11.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 719,936 | $91.5M | 11.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 253,304 | $80.0M | 10.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 123,644 | $39.1M | 5.0% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 62,060 | $38.9M | 4.9% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 154,694 | $31.3M | 4.0% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 493,692 | $30.4M | 3.9% | 00.0% | Unchanged | History |