Triple Frond Partners Q2 2022 holdings

$654 Million is the total value of Triple Frond Partners's 9 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 10.0% .

 Value Shares↓ Weighting
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$147,626
-14.8%
315,083
-0.8%
22.57%
+5.3%
GOOG SellALPHABET INCcap stk cl c$101,303
-22.3%
46,311
-0.8%
15.49%
-4.0%
V SellVISA INC$95,237
-22.6%
483,707
-12.8%
14.56%
-4.4%
TDG  TRANSDIGM GROUP INC$78,568
-17.6%
146,4000.0%12.01%
+1.7%
MSFT BuyMICROSOFT CORP$66,362
+2.8%
258,387
+23.4%
10.15%
+27.0%
AMZN BuyAMAZON.COM INC$56,075
-17.2%
527,960
+2442.3%
8.57%
+2.3%
MCO BuyMOODYS CORP$49,317
+10.4%
181,333
+37.0%
7.54%
+36.4%
VRSN BuyVERISIGN INC$33,083
-5.6%
197,711
+25.5%
5.06%
+16.6%
GWRE SellGUIDEWIRE SOFTWARE INC$26,491
-25.6%
373,172
-0.8%
4.05%
-8.1%
FB ExitMETA PLATFORMS INCcl a$0-172,072
-100.0%
-4.74%

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Stuart E. McLaughlin — Manager of Triple Frond Partners LLC

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EDGAR filings