$808 Million is the total value of Triple Frond Partners's 10 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $173,218 | -16.3% | 317,529 | 0.0% | 21.44% | -8.1% | |
| GOOG | ALPHABET INCcap stk cl c | $130,352 | -3.5% | 46,671 | 0.0% | 16.14% | +6.0% | |
| V | VISA INC | $123,079 | +2.3% | 554,983 | 0.0% | 15.24% | +12.4% | |
| TDG | TRANSDIGM GROUP INC | $95,385 | +2.4% | 146,400 | 0.0% | 11.81% | +12.5% | |
| AMZN | AMAZON.COM INC | $67,699 | -2.2% | 20,767 | 0.0% | 8.38% | +7.4% | |
| MSFT | MICROSOFT CORP | $64,561 | -8.3% | 209,404 | 0.0% | 7.99% | +0.7% | |
| MCO | MOODYS CORP | $44,657 | -13.6% | 132,353 | 0.0% | 5.53% | -5.1% | |
| FB | META PLATFORMS INCcl a | $38,262 | -33.9% | 172,072 | 0.0% | 4.74% | -27.4% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $35,584 | -16.7% | 376,070 | 0.0% | 4.40% | -8.4% | |
| VRSN | VERISIGN INC | $35,043 | -12.4% | 157,525 | 0.0% | 4.34% | -3.7% |
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
These EDGAR filings were analyzed to create this holdings report:
The EDGAR filing(s) were signed by:
- 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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