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Triple Frond Partners (Triple Frond Partners) - FilingSpy
Triple Frond Partners
Triple Frond Partners
$878.56M
13F
2024 Q1
8 of 53 quarters
Overview
Activity
Holdings
Buys
UNP
NEW
Union Pacific Corporation
$18.32M
+74.5K shares
CHTR
Charter Communications, Inc.
$154.71M
- $20.54M
=
$134.17M
398.0K
+63.6K (+15.98%)
GOOG
Alphabet Inc
$101.00M
+ $17.50M
=
$118.50M
716.7K
+61.6K (+8.59%)
Sells
TDG
Transdigm Group Inc
$121.37M
+ $5.09M
=
$126.46M
102.7K left
-17.3K (-14.42%)
V
Visa Inc
$95.45M
- $11.13M
=
$84.33M
302.2K left
-64.5K (-17.58%)
LRCX
Lam Research Corp
$48.61M
+ $2.43M
=
$51.04M
52.5K left
-9.5K (-15.36%)
