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Triple Frond Partners (Triple Frond Partners) - FilingSpy
Triple Frond Partners
Triple Frond Partners
$685.43M
13F
2023 Q1
12 of 53 quarters
Overview
Activity
Holdings
Buys
KKR
NEW
Kkr & Co Inc
$25.93M
+493.7K shares
AMZN
Amazon.com Inc
$48.65M
+ $25.71M
=
$74.36M
579.1K
+140.8K (+24.31%)
Sells
TDG
Transdigm Group Inc
$92.11M
+ $2.97M
=
$95.08M
129.0K left
-17.3K (-11.82%)
V
Visa Inc
$96.98M
- $6.91M
=
$90.07M
399.5K left
-67.3K (-14.42%)
MCO
Moody'S Corporation
$44.02M
- $6.18M
=
$37.84M
123.6K left
-34.4K (-21.74%)
VRSN
VeriSign Inc
$33.69M
+ $438.0K
=
$34.13M
161.5K left
-2.5K (-1.52%)
