13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001454502-23-000001
Total Value
$604,749
Positions
9
Other Managers
1
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N | 16119P108 | 381,748 | $129,451 | 21.41% |
| 2 | VISA INC | V | 466,776 | $96,977 | 16.04% |
| 3 | TRANSDIGM GROUP INC | TDG | 146,291 | $92,112 | 15.23% |
| 4 | ALPHABET INC | GOOG | 822,900 | $73,016 | 12.07% |
| 5 | MICROSOFT CORP | MSFT | 253,304 | $60,747 | 10.04% |
| 6 | AMAZON.COM INC | AMZN | 579,136 | $48,648 | 8.04% |
| 7 | MOODYS CORP | MCO | 157,998 | $44,021 | 7.28% |
| 8 | VERISIGN INC | VRSN | 164,004 | $33,693 | 5.57% |
| 9 | LAM RESEARCH CORP | LRCX | 62,060 | $26,084 | 4.31% |