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Triple Frond Partners (Triple Frond Partners) - FilingSpy

Triple Frond Partners

Triple Frond Partners

Triple Frond Partners

$739.95M

Overview Activity Holdings

Buys

Asml Holding NV

$52.55M

+79.3K shares

Meta Platforms Inc

$44.24M

+76.8K shares

CCCNEW

Ccc Intelligent Solutions Holdings Inc.

$21.81M

+2.42M shares

Microsoft Corporation

$117.37M + $33.93M =$151.30M

278.5K+124.6K (+44.74%)

Transdigm Group Inc

$101.07M + $26.39M =$127.46M

79.8K+12.4K (+15.54%)

Lam Research Corp

$36.97M + $14.41M =$51.37M

511.8K+194.8K (+38.07%)

Sells

CPEXIT

Canadian Pacific Kansas City Limited

$29.26M - $29.26M =Closed

-404.4K shares (100%)

VEXIT

Visa Inc

$113.27M - $113.27M =Closed

-358.4K shares (100%)

Alphabet Inc

$153.75M - $52.37M =$101.38M

648.9K left-158.4K (-19.62%)

Amazon.com Inc

$116.28M - $23.58M =$92.69M

487.2K left-42.8K (-8.08%)

Moody'S Corporation

$49.51M - $11.49M =$38.01M

81.6K left-23.0K (-21.95%)