Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 10
- 0 vs. Q3 2023
- Portfolio value
- $840.7M
- +$52.4M (+6.6%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 398,045 | $154.7M | 18.4% | +16,297+4.3% | Added | History |
| TDGTransDigm Group INC | COM | 119,982 | $121.4M | 14.4% | −9,018−7.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 716,700 | $101.0M | 12.0% | −106,200−12.9% | Reduced | History |
| VVisa Inc. | Stock | 366,637 | $95.5M | 11.4% | −32,845−8.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 228,654 | $86.0M | 10.2% | −24,650−9.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 541,901 | $82.3M | 9.8% | −178,035−24.7% | Reduced | History |
| MCOMoodys Corp | Stock | 174,753 | $68.3M | 8.1% | +51,109+41.3% | Added | History |
| LRCXLam Research Corp | COM | 62,060 | $48.6M | 5.8% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 233,415 | $48.1M | 5.7% | +78,721+50.9% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 440,844 | $34.9M | 4.1% | +440,844 | New | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.