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Triple Frond Partners's 2024Q3 portfolio

Triple Frond Partners (Triple Frond Partners) held 5 positions as of Sep 30, 2024, with the largest position at 18.1% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but 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 Sep 30, 2024 (5)

  1. 1GOOGAlphabet Inc-cl C
    % port
    18.1%
    +2.6pp vs prior Qnow 10.5%
  2. 2TDGTransdigm Group Inc
    % port
    15.3%
    +5.9pp vs prior Qnow 12.8%
  3. 3AMZNAmazon.com Inc
    % port
    14.4%
    +2.1pp vs prior Qnow 10.3%
  4. 4MSFTMicrosoft Corp
    % port
    14.0%
    +2.0pp vs prior Qnow 13.6%
  5. 5CHTRCharter Communications Inc-a
    % port
    11.4%
    -10.7pp vs prior Qnow 3.4%

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.