13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001387292-24-000012
Total Value
$878,556
Positions
11
Other Managers
1
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N | 16119P108 | 461,645 | $134,168 | 15.27% |
| 2 | TRANSDIGM GROUP INC | TDG | 102,682 | $126,463 | 14.39% |
| 3 | ALPHABET INC | GOOG | 778,300 | $118,504 | 13.49% |
| 4 | AMAZON.COM INC | AMZN | 541,901 | $97,748 | 11.13% |
| 5 | MICROSOFT CORP | MSFT | 228,654 | $96,199 | 10.95% |
| 6 | VISA INC | V | 302,167 | $84,329 | 9.60% |
| 7 | MOODYS CORP | MCO | 174,753 | $68,683 | 7.82% |
| 8 | LAM RESEARCH CORP | LRCX | 52,530 | $51,037 | 5.81% |
| 9 | VERISIGN INC | VRSN | 233,415 | $44,234 | 5.03% |
| 10 | CANADIAN PACIFIC KANSAS CITY | CP | 440,844 | $38,869 | 4.42% |
| 11 | UNION PAC CORP | UNP | 74,500 | $18,322 | 2.09% |