13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001387292-25-000004
Total Value
$772,472
Positions
9
Other Managers
1
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 807,314 | $153,745 | 19.90% |
| 2 | MICROSOFT CORP | MSFT | 278,458 | $117,370 | 15.19% |
| 3 | AMAZON.COM INC | AMZN | 529,991 | $116,275 | 15.05% |
| 4 | VISA INC | V | 358,393 | $113,266 | 14.66% |
| 5 | TRANSDIGM GROUP INC | TDG | 79,754 | $101,071 | 13.08% |
| 6 | CHARTER COMMUNICATIONS INC N | 16119P108 | 160,480 | $55,008 | 7.12% |
| 7 | MOODYS CORP | MCO | 104,587 | $49,508 | 6.41% |
| 8 | LAM RESEARCH CORP | LRCX | 511,765 | $36,965 | 4.79% |
| 9 | CANADIAN PACIFIC KANSAS CITY | CP | 404,369 | $29,264 | 3.79% |