Triple Frond Partners Q4 2021 holdings

$887 Million is the total value of Triple Frond Partners's 10 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .

 Value Shares↓ Weighting
CHTR  CHARTER COMMUNICATIONS INC Ncl a$207,019
-10.4%
317,5290.0%23.33%
-7.4%
GOOG SellALPHABET INCcap stk cl c$135,047
+3.2%
46,671
-5.0%
15.22%
+6.6%
V BuyVISA INC$120,270
+18.8%
554,983
+22.1%
13.55%
+22.8%
TDG BuyTRANSDIGM GROUP INC$93,151
+16.2%
146,400
+14.0%
10.50%
+20.0%
MSFT SellMICROSOFT CORP$70,427
-0.1%
209,404
-16.3%
7.94%
+3.2%
AMZN SellAMAZON.COM INC$69,244
-3.6%
20,767
-5.0%
7.80%
-0.3%
FB SellMETA PLATFORMS INCcl a$57,877
-5.8%
172,072
-5.0%
6.52%
-2.7%
MCO SellMOODYS CORP$51,695
-41.8%
132,353
-47.1%
5.82%
-39.8%
GWRE SellGUIDEWIRE SOFTWARE INC$42,695
-9.3%
376,070
-5.0%
4.81%
-6.2%
VRSN SellVERISIGN INC$39,983
+17.6%
157,525
-5.0%
4.51%
+21.6%
Other reporting managers
Signed by
  • Stuart E. McLaughlin — Manager of Triple Frond Partners LLC

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