Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 11
- +1 vs. Q4 2023
- Portfolio value
- $878.6M
- +$37.9M (+4.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 461,645 | $134.2M | 15.3% | +63,600+16.0% | Added | History |
| TDGTransDigm Group INC | COM | 102,682 | $126.5M | 14.4% | −17,300−14.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 778,300 | $118.5M | 13.5% | +61,600+8.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 541,901 | $97.7M | 11.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 228,654 | $96.2M | 10.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 302,167 | $84.3M | 9.6% | −64,470−17.6% | Reduced | History |
| MCOMoodys Corp | Stock | 174,753 | $68.7M | 7.8% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 52,530 | $51.0M | 5.8% | −9,530−15.4% | Reduced | History |
| VRSNVerisign Inc | COM | 233,415 | $44.2M | 5.0% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 440,844 | $38.9M | 4.4% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 74,500 | $18.3M | 2.1% | +74,500 | New | History |