Latest Triple Frond Partners LLC Stock Portfolio
$878Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About Triple Frond Partners LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Triple Frond Partners LLC reported an equity portfolio of $878.6 Millions as of 31 Mar, 2024.
The top stock holdings of Triple Frond Partners LLC are CHTR, TDG, GOOG. The fund has invested 15.3% of it's portfolio in CHARTER COMMUNICATIONS INC N and 14.4% of portfolio in TRANSDIGM GROUP INC.
They significantly reduced their stock positions in VISA INC (V), LAM RESEARCH CORP (LRCX) and TRANSDIGM GROUP INC (TDG). Triple Frond Partners LLC opened new stock positions in UNION PAC CORP (UNP). The fund showed a lot of confidence in some stocks as they added substantially to CHARTER COMMUNICATIONS INC N (CHTR) and ALPHABET INC (GOOG).
The top stock holdings of Triple Frond Partners LLC are CHTR, TDG, GOOG. The fund has invested 15.3% of it's portfolio in CHARTER COMMUNICATIONS INC N and 14.4% of portfolio in TRANSDIGM GROUP INC.
They significantly reduced their stock positions in VISA INC (V), LAM RESEARCH CORP (LRCX) and TRANSDIGM GROUP INC (TDG). Triple Frond Partners LLC opened new stock positions in UNION PAC CORP (UNP). The fund showed a lot of confidence in some stocks as they added substantially to CHARTER COMMUNICATIONS INC N (CHTR) and ALPHABET INC (GOOG).
New Buys
| Ticker | $ Bought |
|---|---|
| UNION PAC CORP | 18,322,000 |
New stocks bought by Triple Frond Partners LLC
Additions
| Ticker | % Inc. |
|---|---|
| CHARTER COMMUNICATIONS INC N | 15.98 |
| ALPHABET INC | 8.59 |
Additions to existing portfolio by Triple Frond Partners LLC
Reductions
| Ticker | % Reduced |
|---|---|
| VISA INC | -17.58 |
| LAM RESEARCH CORP | -15.36 |
| TRANSDIGM GROUP INC | -14.42 |
Triple Frond Partners LLC reduced stake in above stock
Sold off
Current Stock Holdings of Triple Frond Partners LLC
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 11.13 | 541,901 | 97,748,000 | UNCHANGED | 0.00 | |
| CHTR | CHARTER COMMUNICATIONS INC N | 15.27 | 461,645 | 134,168,000 | ADDED | 15.98 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 4.42 | 440,844 | 38,869,000 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 13.49 | 778,300 | 118,504,000 | ADDED | 8.59 | |
| LRCX | LAM RESEARCH CORP | 5.81 | 52,530 | 51,037,000 | REDUCED | -15.36 | |
| MCO | MOODYS CORP | 7.82 | 174,753 | 68,683,000 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 10.95 | 228,654 | 96,199,000 | UNCHANGED | 0.00 | |
| TDG | TRANSDIGM GROUP INC | 14.39 | 102,682 | 126,463,000 | REDUCED | -14.42 | |
| UNP | UNION PAC CORP | 2.08 | 74,500 | 18,322,000 | NEW | ||
| V | VISA INC | 9.60 | 302,167 | 84,329,000 | REDUCED | -17.58 | |
| VRSN | VERISIGN INC | 5.04 | 233,415 | 44,234,000 | UNCHANGED | 0.00 |