$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% | 317,529 | 0.0% | 23.33% | -7.4% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $135,047 | +3.2% | 46,671 | -5.0% | 15.22% | +6.6% |
| V | Buy | VISA INC | $120,270 | +18.8% | 554,983 | +22.1% | 13.55% | +22.8% |
| TDG | Buy | TRANSDIGM GROUP INC | $93,151 | +16.2% | 146,400 | +14.0% | 10.50% | +20.0% |
| MSFT | Sell | MICROSOFT CORP | $70,427 | -0.1% | 209,404 | -16.3% | 7.94% | +3.2% |
| AMZN | Sell | AMAZON.COM INC | $69,244 | -3.6% | 20,767 | -5.0% | 7.80% | -0.3% |
| FB | Sell | META PLATFORMS INCcl a | $57,877 | -5.8% | 172,072 | -5.0% | 6.52% | -2.7% |
| MCO | Sell | MOODYS CORP | $51,695 | -41.8% | 132,353 | -47.1% | 5.82% | -39.8% |
| GWRE | Sell | GUIDEWIRE SOFTWARE INC | $42,695 | -9.3% | 376,070 | -5.0% | 4.81% | -6.2% |
| VRSN | Sell | VERISIGN INC | $39,983 | +17.6% | 157,525 | -5.0% | 4.51% | +21.6% |
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- Stuart E. McLaughlin — Manager of Triple Frond Partners LLC
- Triple Frond Partners holdings (13F-HR)
- Triple Frond Partners ownership history
- Triple Frond Partners portfolio value
- Triple Frond Partners filings
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