What did Triple Frond Partners buy in Q4 2024?

Triple Frond Partners opened 1 new position (LRCX) and added to 1 existing holding in the Q4 2024 13F.

What did Triple Frond Partners sell in Q4 2024?

Triple Frond Partners exited 1 position (UNP) and trimmed 1.

What Triple Frond Partners bought and sold in Q4 2024

In Q4 2024, Triple Frond Partners (Triple Frond Partners) opened 1 new position — including LRCX (4.8%), added to 1, trimmed 1, exited 1 (UNP). The book stood at $772M across 9 positions, filed Feb 11, 2025.

1New1Added1Trimmed1Exited

Share𝕏 in

New positions (1)

LRCXLam Research Corp4.8% · $37M

Added to (1)

CPCanadian Pacific Kansas City+28% shares · 3.8% · $29M

Trimmed (1)

CHTRCharter Communications Inc-a-41% shares · 7.1% · $55M

Exited (1)

UNPUnion Pacific Corpwas 2.4% of book

Triple Frond Partners's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Triple Frond Partners's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.