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Triple Frond Partners's 2024Q4 portfolio

Triple Frond Partners (Triple Frond Partners) held 5 positions as of Dec 31, 2024, with the largest position at 19.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (5)

  1. 1GOOGAlphabet Inc-cl C
    % port
    19.9%
    +1.8pp vs prior Qnow 10.5%
  2. 2MSFTMicrosoft Corp
    % port
    15.2%
    +1.2pp vs prior Qnow 13.6%
  3. 3AMZNAmazon.com Inc
    % port
    15.1%
    +0.7pp vs prior Qnow 10.3%
  4. 4TDGTransdigm Group Inc
    % port
    13.1%
    -2.2pp vs prior Qnow 12.8%
  5. 5CHTRCharter Communications Inc-a
    % port
    7.1%
    -4.2pp 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.