Latest Triple Frond Partners LLC Stock Portfolio
$840Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $788.3 Millions as of 30 Sep, 2023.
The top stock holdings of Triple Frond Partners LLC are CHTR, TDG, GOOG. The fund has invested 21.3% of it's portfolio in CHARTER COMMUNICATIONS INC N and 13.8% of portfolio in TRANSDIGM GROUP INC.
The top stock holdings of Triple Frond Partners LLC are CHTR, TDG, GOOG. The fund has invested 21.3% of it's portfolio in CHARTER COMMUNICATIONS INC N and 13.8% of portfolio in TRANSDIGM GROUP INC.
New Buys
| Ticker | $ Bought |
|---|---|
| CANADIAN PACIFIC KANSAS CITY | 34,853,000 |
New stocks bought by Triple Frond Partners LLC
Additions
| Ticker | % Inc. |
|---|---|
| VERISIGN INC | 50.89 |
| MOODYS CORP | 41.34 |
| CHARTER COMMUNICATIONS INC N | 4.27 |
Additions to existing portfolio by Triple Frond Partners LLC
Reductions
| Ticker | % Reduced |
|---|---|
| AMAZON.COM INC | -24.73 |
| ALPHABET INC | -12.91 |
| MICROSOFT CORP | -9.73 |
| VISA INC | -8.22 |
| TRANSDIGM GROUP INC | -6.99 |
Triple Frond Partners LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| KKR & CO INC | -30,412,000 |
Triple Frond Partners LLC got rid off the above stocks
Current Stock Holdings of Triple Frond Partners LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 9.79 | 541,901 | 82,336,000 | REDUCED | -24.73 | |
| CHTR | CHARTER COMMUNICATIONS INC N | 18.40 | 398,045 | 154,712,000 | ADDED | 4.27 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 4.15 | 440,844 | 34,853,000 | NEW | ||
| GOOG | ALPHABET INC | 12.02 | 716,700 | 101,005,000 | REDUCED | -12.91 | |
| KKR | KKR & CO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LRCX | LAM RESEARCH CORP | 5.78 | 62,060 | 48,609,000 | UNCHANGED | 0.00 | |
| MCO | MOODYS CORP | 8.12 | 174,753 | 68,252,000 | ADDED | 41.34 | |
| MSFT | MICROSOFT CORP | 10.23 | 228,654 | 85,983,000 | REDUCED | -9.73 | |
| TDG | TRANSDIGM GROUP INC | 14.44 | 119,982 | 121,374,000 | REDUCED | -6.99 | |
| V | VISA INC | 11.36 | 366,637 | 95,454,000 | REDUCED | -8.22 | |
| VRSN | VERISIGN INC | 5.72 | 233,415 | 48,074,000 | ADDED | 50.89 |