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Triple Frond Partners (Triple Frond Partners) - FilingSpy
Triple Frond Partners
Triple Frond Partners
$772.85M
13F
2024 Q3
6 of 53 quarters
Overview
Activity
Holdings
Buys
GOOG
Alphabet Inc
$131.74M
+ $8.17M
=
$139.91M
718.3K
+118.6K (+16.51%)
TDG
Transdigm Group Inc
$79.52M
+ $38.47M
=
$117.98M
62.2K
+20.4K (+32.83%)
AMZN
Amazon.com Inc
$104.72M
+ $6.47M
=
$111.20M
541.9K
+54.9K (+10.13%)
V
Visa Inc
$57.57M
+ $53.23M
=
$110.80M
219.3K
+183.6K (+83.73%)
MSFT
Microsoft Corporation
$102.20M
+ $6.30M
=
$108.50M
228.7K
+23.5K (+10.27%)
Sells
LRCX
EXIT
Lam Research Corp
$55.94M
- $55.94M
=
Closed
-52.5K shares (100%)
MSCI
EXIT
Msci Inc.
$27.90M
- $27.90M
=
Closed
-57.9K shares (100%)
CHTR
Charter Communications, Inc.
$187.60M
- $99.86M
=
$87.74M
270.7K left
-356.8K (-56.86%)
MCO
Moody'S Corporation
$63.47M
- $12.03M
=
$51.44M
108.4K left
-42.4K (-28.12%)
