13F filing recap · Q3 2022

What did Triple Frond Partners buy in Q3 2022?

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

Stock value

$567.79M

Positions

Estimated turnover

24.8%

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.

New positions

LRCXLam Research Corporation$22.71Mreported value+62.1K shares

Increased positions

CHTRCharter Communications, Inc.$115.80Mreported value+66.7K shares+21.2%GOOGAlphabet Inc.$79.12Mreported value+776.6K shares+1676.9%

Reduced positions

VVisa Inc.$82.92Mreported value-16.9K shares-3.5%TDGTransdigm Group Incorporated$76.78Mreported value-109 shares-0.1%MSFTMicrosoft Corporation$53.49Mreported value-28.7K shares-11.1%AMZNAmazon.com Inc$52.97Mreported value-59.2K shares