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Triple Frond Partners (Triple Frond Partners) - FilingSpy
Triple Frond Partners
Triple Frond Partners
$654.06M
13F
2022 Q2
15 of 53 quarters
Overview
Activity
Holdings
Buys
MSFT
Microsoft Corporation
$64.56M
+ $1.80M
=
$66.36M
209.4K
+49.0K (+23.39%)
AMZN
Amazon.com Inc
$67.70M
- $11.62M
=
$56.08M
20.8K
+507.2K (+2442.30%)
MCO
Moody'S Corporation
$44.66M
+ $4.66M
=
$49.32M
132.4K
+49.0K (+37.01%)
VRSN
VeriSign Inc
$35.04M
- $1.96M
=
$33.08M
157.5K
+40.2K (+25.51%)
Sells
META
EXIT
Meta Platforms Inc
$38.26M
- $38.26M
=
Closed
-172.1K shares (100%)
CHTR
Charter Communications, Inc.
$173.22M
- $25.59M
=
$147.63M
315.1K left
-2.4K (-0.77%)
GOOG
Alphabet Inc
$130.35M
- $29.05M
=
$101.30M
46.3K left
-360 (-0.77%)
V
Visa Inc
$123.08M
- $27.84M
=
$95.24M
483.7K left
-71.3K (-12.84%)
GWRE
Guidewire Software Inc
$35.58M
- $9.09M
=
$26.49M
373.2K left
-2.9K (-0.77%)
