13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001454502-23-000003
Total Value
$685,432
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N | 16119P108 | 381,748 | $136,517 | 19.92% |
| 2 | TRANSDIGM GROUP INC | TDG | 129,000 | $95,079 | 13.87% |
| 3 | VISA INC | V | 399,482 | $90,067 | 13.14% |
| 4 | ALPHABET INC | GOOG | 822,900 | $85,582 | 12.49% |
| 5 | AMAZON.COM INC | AMZN | 719,936 | $74,362 | 10.85% |
| 6 | MICROSOFT CORP | MSFT | 253,304 | $73,028 | 10.65% |
| 7 | MOODYS CORP | MCO | 123,644 | $37,838 | 5.52% |
| 8 | VERISIGN INC | VRSN | 161,504 | $34,131 | 4.98% |
| 9 | LAM RESEARCH CORP | LRCX | 62,060 | $32,899 | 4.80% |
| 10 | KKR & CO INC | KKRT | 493,692 | $25,929 | 3.78% |