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Triple Frond Partners's 2024Q2 portfolio

Triple Frond Partners (Triple Frond Partners) held 5 positions as of Jun 30, 2024, with the largest position at 22.0% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (5)

  1. 1CHTRCharter Communications Inc-a
    % port
    22.0%
    +6.7pp vs prior Qnow 3.4%
  2. 2GOOGAlphabet Inc-cl C
    % port
    15.5%
    +2.0pp vs prior Qnow 10.5%
  3. 3AMZNAmazon.com Inc
    % port
    12.3%
    +1.2pp vs prior Qnow 10.3%
  4. 4MSFTMicrosoft Corp
    % port
    12.0%
    +1.0pp vs prior Qnow 13.6%
  5. 5TDGTransdigm Group Inc
    % port
    9.3%
    -5.1pp vs prior Qnow 12.8%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.