13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001387292-23-000008
Total Value
$788,279
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N | 16119P108 | 381,748 | $167,900 | 21.30% |
| 2 | TRANSDIGM GROUP INC | TDG | 129,000 | $108,764 | 13.80% |
| 3 | ALPHABET INC | GOOG | 822,900 | $108,499 | 13.76% |
| 4 | VISA INC | V | 399,482 | $91,885 | 11.66% |
| 5 | AMAZON.COM INC | AMZN | 719,936 | $91,518 | 11.61% |
| 6 | MICROSOFT CORP | MSFT | 253,304 | $79,981 | 10.15% |
| 7 | MOODYS CORP | MCO | 123,644 | $39,093 | 4.96% |
| 8 | LAM RESEARCH CORP | LRCX | 62,060 | $38,897 | 4.93% |
| 9 | VERISIGN INC | VRSN | 154,694 | $31,330 | 3.97% |
| 10 | KKR & CO INC | KKRT | 493,692 | $30,412 | 3.86% |