Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 9
- −2 vs. Q2 2024
- Portfolio value
- $772.9M
- −$79.4M (−9.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 836,850 | $139.9M | 18.1% | +118,590+16.5% | Added | History |
| TDGTransDigm Group INC | COM | 82,673 | $118.0M | 15.3% | +20,434+32.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 596,771 | $111.2M | 14.4% | +54,870+10.1% | Added | History |
| VVisa Inc. | Stock | 402,969 | $110.8M | 14.3% | +183,640+83.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 252,144 | $108.5M | 14.0% | +23,490+10.3% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 270,740 | $87.7M | 11.4% | −356,785−56.9% | Reduced | History |
| MCOMoodys Corp | Stock | 108,387 | $51.4M | 6.7% | −42,400−28.1% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 314,734 | $26.9M | 3.5% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 74,500 | $18.4M | 2.4% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (2)
Positions held at the end of Q2 2024 that are gone from this filing.