Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 11
- 0 vs. Q1 2024
- Portfolio value
- $852.3M
- −$26.3M (−3.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 627,525 | $187.6M | 22.0% | +165,880+35.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 718,260 | $131.7M | 15.5% | −60,040−7.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 541,901 | $104.7M | 12.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 228,654 | $102.2M | 12.0% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 62,239 | $79.5M | 9.3% | −40,443−39.4% | Reduced | History |
| MCOMoodys Corp | Stock | 150,787 | $63.5M | 7.4% | −23,966−13.7% | Reduced | History |
| VVisa Inc. | Stock | 219,329 | $57.6M | 6.8% | −82,838−27.4% | Reduced | History |
| LRCXLam Research Corp | COM | 52,530 | $55.9M | 6.6% | 00.0% | Unchanged | History |
| MSCIMSCI Inc. | Stock | 57,920 | $27.9M | 3.3% | +57,920 | New | History |
| CPCanadian Pacific Kansas City Ltd | COM | 314,734 | $24.8M | 2.9% | −126,110−28.6% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 74,500 | $16.9M | 2.0% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.