13F filing recap · Q2 2022

What did Triple Frond Partners buy in Q2 2022?

Reported stock-position changes between this filing and the previous one.

Stock value

$654.06M

Positions

Estimated turnover

19.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Increased positions

MSFTMicrosoft Corporation$66.36Mreported value+49.0K shares+23.4%AMZNAmazon.com Inc$56.08Mreported value+507.2K shares+2442.3%MCOMoody’s Corporation$49.32Mreported value+49.0K shares+37.0%VRSNVeriSign Inc/ca$33.08Mreported value+40.2K shares+25.5%

Reduced positions

CHTRCharter Communications, Inc.$147.63Mreported value-2.4K shares-0.8%GOOGAlphabet Inc.$101.30Mreported value-360 shares-0.8%VVisa Inc.$95.24Mreported value-71.3K shares-12.8%GWREGuidewire Software, Inc.$26.49Mreported value-2.9K shares

Exited positions

METAMeta Platforms, Inc.$38.26Mprior reported value-172.1K shares-100.0%