13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001387292-24-000020
Total Value
$772,854
Positions
9
Other Managers
1
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 836,850 | $139,913 | 18.10% |
| 2 | TRANSDIGM GROUP INC | TDG | 82,673 | $117,985 | 15.27% |
| 3 | AMAZON.COM INC | AMZN | 596,771 | $111,196 | 14.39% |
| 4 | VISA INC | V | 402,969 | $110,796 | 14.34% |
| 5 | MICROSOFT CORP | MSFT | 252,144 | $108,498 | 14.04% |
| 6 | CHARTER COMMUNICATIONS INC N | 16119P108 | 270,740 | $87,741 | 11.35% |
| 7 | MOODYS CORP | MCO | 108,387 | $51,440 | 6.66% |
| 8 | CANADIAN PACIFIC KANSAS CITY | CP | 314,734 | $26,922 | 3.48% |
| 9 | UNION PAC CORP | UNP | 74,500 | $18,363 | 2.38% |