13F HOLDINGS REPORT
Triple Frond Partners LLC
Quarter ended Q3 2023 · Filed August 8, 2023 · Accession 0001454502-23-000005
Total Value
$775,609
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 | $140,243 | 18.08% |
| 2 | TRANSDIGM GROUP INC | TDG | 129,000 | $115,348 | 14.87% |
| 3 | ALPHABET INC | GOOG | 822,900 | $99,546 | 12.83% |
| 4 | VISA INC | V | 399,482 | $94,869 | 12.23% |
| 5 | AMAZON.COM INC | AMZN | 719,936 | $93,851 | 12.10% |
| 6 | MICROSOFT CORP | MSFT | 253,304 | $86,260 | 11.12% |
| 7 | MOODYS CORP | MCO | 123,644 | $42,993 | 5.54% |
| 8 | LAM RESEARCH CORP | LRCX | 62,060 | $39,896 | 5.14% |
| 9 | VERISIGN INC | VRSN | 154,694 | $34,956 | 4.51% |
| 10 | KKR & CO INC | KKRT | 493,692 | $27,647 | 3.56% |