Triple Frond Partners Q1 2022 holdings

$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%
317,5290.0%21.44%
-8.1%
GOOG  ALPHABET INCcap stk cl c$130,352
-3.5%
46,6710.0%16.14%
+6.0%
V  VISA INC$123,079
+2.3%
554,9830.0%15.24%
+12.4%
TDG  TRANSDIGM GROUP INC$95,385
+2.4%
146,4000.0%11.81%
+12.5%
AMZN  AMAZON.COM INC$67,699
-2.2%
20,7670.0%8.38%
+7.4%
MSFT  MICROSOFT CORP$64,561
-8.3%
209,4040.0%7.99%
+0.7%
MCO  MOODYS CORP$44,657
-13.6%
132,3530.0%5.53%
-5.1%
FB  META PLATFORMS INCcl a$38,262
-33.9%
172,0720.0%4.74%
-27.4%
GWRE  GUIDEWIRE SOFTWARE INC$35,584
-16.7%
376,0700.0%4.40%
-8.4%
VRSN  VERISIGN INC$35,043
-12.4%
157,5250.0%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

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EDGAR filings