Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (MA) MASTERCARD INC - A (new buy), (TRU) TRANSUNION (added shares +48.38%), (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%), (META) META PLATFORMS INC-CLASS A (added shares +20.8%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +12.65%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (ASML) ASML HOLDING NV-NY REG SHS (16.31%), (MSFT) MICROSOFT CORP (13.55%), (TDG) TRANSDIGM GROUP INC (12.82%), (GOOG) ALPHABET INC-CL C (10.53%) and (AMZN) AMAZONCOM INC (10.35%).

In the latest report(s) the following changes have been made to the top investments: (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%) and (TDG) TRANSDIGM GROUP INC (added shares +2.55%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q4 (10 results)
LRCX
LAM RESEARCH CORP
buy
+511,765
+4.79%
$72.23
-
4.79%
CP
CANADIAN PACIFIC KANSAS CITY
+28.48%
+89,635
+0.84%
$72.37
-
0.00%
MSFT
MICROSOFT CORP
+10.44%
+26,314
+1.44%
$421.50
1.15% $416.67
15.19%
MCO
MOODY'S CORP
-3.51%
-3,800
-0.23%
$473.37
4.65% $451.35
6.41%
TDG
TRANSDIGM GROUP INC
-3.53%
-2,919
-0.48%
$1,267.28
2.25% $1,238.74
13.08%
GOOG
ALPHABET INC-CL C
-3.53%
-29,536
-0.73%
$190.44
92.06% $365.76
19.90%
V
VISA INC-CLASS A SHARES
-11.06%
-44,576
-1.82%
$316.04
2.38% $323.57
0.00%
AMZN
AMAZONCOM INC
-11.19%
-66,780
-1.90%
$219.39
12.14% $246.03
15.05%
CHTR
CHARTER COMMUNICATIONS INC-A
-40.73%
-110,260
-4.89%
$342.77
61.46% $132.12
7.12%
UNP
UNION PACIFIC CORP
-100.00%
-74,500
-2.38%
$246.48
10.48% $272.32
0.00%
2024 Q3 (9 results)
V
VISA INC-CLASS A SHARES
+83.73%
+183,640
+6.53%
$274.95
17.68% $323.57
14.34%
TDG
TRANSDIGM GROUP INC
+32.83%
+20,434
+3.77%
$1,427.13
13.20% $1,238.74
15.27%
GOOG
ALPHABET INC-CL C
+16.51%
+118,590
+2.57%
$167.19
118.77% $365.76
18.10%
MSFT
MICROSOFT CORP
+10.27%
+23,490
+1.31%
$430.30
3.17% $416.67
14.04%
AMZN
AMAZONCOM INC
+10.13%
+54,870
+1.32%
$186.33
32.04% $246.03
14.39%
MCO
MOODY'S CORP
-28.12%
-42,400
-2.60%
$474.60
4.90% $451.35
6.66%
CHTR
CHARTER COMMUNICATIONS INC-A
-56.86%
-356,785
-14.96%
$324.08
59.23% $132.12
11.35%
LRCX
LAM RESEARCH CORP
-100.00%
-52,530
-7.24%
$1,064.86
71.52% $303.28
0.00%
MSCI
MSCI INC
-100.00%
-57,920
-3.61%
$481.75
27.75% $615.46
0.00%
2024 Q2 (8 results)
MSCI
MSCI INC
buy
+57,920
+3.27%
$481.75
27.75% $615.46
0.00%
CHTR
CHARTER COMMUNICATIONS INC-A
+35.93%
+165,880
+5.82%
$298.96
55.81% $132.12
22.01%
GOOG
ALPHABET INC-CL C
-7.71%
-60,040
-1.29%
$183.42
99.41% $365.76
15.46%
MCO
MOODY'S CORP
-13.71%
-23,966
-1.18%
$420.93
7.23% $451.35
7.45%
V
VISA INC-CLASS A SHARES
-27.41%
-82,838
-2.55%
$262.47
23.28% $323.57
6.75%
CP
CANADIAN PACIFIC KANSAS CITY
-28.61%
-126,110
-1.16%
$78.73
-
2.91%
TDG
TRANSDIGM GROUP INC
-39.39%
-40,443
-6.06%
$1,277.61
3.04% $1,238.74
9.33%
VRSN
VERISIGN INC
-100.00%
-233,415
-5.19%
$189.51
55.62% $294.92
0.00%
2024 Q1 (6 results)
UNP
UNION PACIFIC CORP
buy
+74,500
+2.09%
$245.93
10.73% $272.32
2.09%
CHTR
CHARTER COMMUNICATIONS INC-A
+15.98%
+63,600
+2.10%
$290.63
54.54% $132.12
15.27%
GOOG
ALPHABET INC-CL C
+8.59%
+61,600
+1.07%
$152.26
140.22% $365.76
13.49%
TDG
TRANSDIGM GROUP INC
-14.42%
-17,300
-2.43%
$1,231.60
0.58% $1,238.74
14.39%
LRCX
LAM RESEARCH CORP
-15.36%
-9,530
-1.05%
$971.58
68.78% $303.28
5.81%
V
VISA INC-CLASS A SHARES
-17.58%
-64,470
-2.05%
$279.08
15.94% $323.57
9.60%
2023 Q4 (10 results)
CP
CANADIAN PACIFIC KANSAS CITY
buy
+440,844
+4.15%
$79.06
-
4.15%
VRSN
VERISIGN INC
+50.89%
+78,721
+1.93%
$205.96
43.19% $294.92
5.72%
MCO
MOODY'S CORP
+41.34%
+51,109
+2.37%
$390.56
15.56% $451.35
8.12%
CHTR
CHARTER COMMUNICATIONS INC-A
+4.27%
+16,297
+0.75%
$388.68
66.01% $132.12
18.40%
TDG
TRANSDIGM GROUP INC
-6.99%
-9,018
-1.09%
$1,011.60
22.45% $1,238.74
14.44%
V
VISA INC-CLASS A SHARES
-8.22%
-32,845
-1.02%
$260.35
24.28% $323.57
11.35%
MSFT
MICROSOFT CORP
-9.73%
-24,650
-1.10%
$376.04
10.80% $416.67
10.23%
GOOG
ALPHABET INC-CL C
-12.91%
-106,200
-1.78%
$140.93
159.53% $365.76
12.02%
AMZN
AMAZONCOM INC
-24.73%
-178,035
-3.22%
$151.94
61.93% $246.03
9.79%
KKR
KKR & CO INC
-100.00%
-493,692
-3.62%
$61.60
51.62% $93.40
0.00%
2023 Q2 (1 result)
VRSN
VERISIGN INC
-4.22%
-6,810
-0.20%
$225.97
30.51% $294.92
4.51%
2023 Q1 (6 results)
KKR
KKR & CO INC
buy
+493,692
+3.78%
$52.52
77.83% $93.40
3.78%
AMZN
AMAZONCOM INC
+24.31%
+140,800
+2.12%
$103.29
138.19% $246.03
10.85%
VRSN
VERISIGN INC
-1.52%
-2,500
-0.08%
$211.33
39.55% $294.92
4.98%
TDG
TRANSDIGM GROUP INC
-11.82%
-17,291
-1.86%
$737.05
68.07% $1,238.74
13.87%
V
VISA INC-CLASS A SHARES
-14.42%
-67,294
-2.21%
$225.46
43.52% $323.57
13.14%
MCO
MOODY'S CORP
-21.74%
-34,354
-1.53%
$306.02
47.49% $451.35
5.52%
50 of 297

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.