13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001387292-24-000016
Total Value
$852,297
Positions
11
Other Managers
1
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N | 16119P108 | 627,525 | $187,605 | 22.01% |
| 2 | ALPHABET INC | GOOG | 718,260 | $131,743 | 15.46% |
| 3 | AMAZON.COM INC | AMZN | 541,901 | $104,722 | 12.29% |
| 4 | MICROSOFT CORP | MSFT | 228,654 | $102,197 | 11.99% |
| 5 | TRANSDIGM GROUP INC | TDG | 62,239 | $79,517 | 9.33% |
| 6 | MOODYS CORP | MCO | 150,787 | $63,471 | 7.45% |
| 7 | VISA INC | V | 219,329 | $57,567 | 6.75% |
| 8 | LAM RESEARCH CORP | LRCX | 52,530 | $55,937 | 6.56% |
| 9 | MSCI INC | MSCI | 57,920 | $27,903 | 3.27% |
| 10 | CANADIAN PACIFIC KANSAS CITY | CP | 314,734 | $24,779 | 2.91% |
| 11 | UNION PAC CORP | UNP | 74,500 | $16,856 | 1.98% |