Triple Frond Partners LLC
- SEC CIK
- 0001454502
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 9
- 0 vs. Q3 2024
- Portfolio value
- $772.5M
- −$382.0K (0.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGAlphabet Inc. | Stock | 807,314 | $153.7M | 19.9% | −29,536−3.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 278,458 | $117.4M | 15.2% | +26,314+10.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 529,991 | $116.3M | 15.1% | −66,780−11.2% | Reduced | History |
| VVisa Inc. | Stock | 358,393 | $113.3M | 14.7% | −44,576−11.1% | Reduced | History |
| TDGTransDigm Group INC | COM | 79,754 | $101.1M | 13.1% | −2,919−3.5% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 160,480 | $55.0M | 7.1% | −110,260−40.7% | Reduced | History |
| MCOMoodys Corp | Stock | 104,587 | $49.5M | 6.4% | −3,800−3.5% | Reduced | History |
| LRCXLam Research Corp | Stock | 511,765 | $37.0M | 4.8% | +511,765 | New | History |
| CPCanadian Pacific Kansas City Ltd | COM | 404,369 | $29.3M | 3.8% | +89,635+28.5% | Added | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.