Triple Frond Partners Q3 2022 holdings

$568 Million is the total value of Triple Frond Partners's 10 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 11.1% .

 Value Shares↓ Weighting
CHTR BuyCHARTER COMMUNICATIONS INC Ncl a$115,803
-21.6%
381,748
+21.2%
20.40%
-9.6%
V SellVISA INC$82,923
-12.9%
466,776
-3.5%
14.60%
+0.3%
GOOG BuyALPHABET INCcap stk cl c$79,122
-21.9%
822,900
+1676.9%
13.94%
-10.0%
TDG SellTRANSDIGM GROUP INC$76,776
-2.3%
146,291
-0.1%
13.52%
+12.6%
MSFT SellMICROSOFT CORP$53,486
-19.4%
229,654
-11.1%
9.42%
-7.2%
AMZN SellAMAZON.COM INC$52,972
-5.5%
468,776
-11.2%
9.33%
+8.8%
MCO SellMOODYS CORP$38,411
-22.1%
157,998
-12.9%
6.76%
-10.3%
VRSN SellVERISIGN INC$28,488
-13.9%
164,004
-17.0%
5.02%
-0.8%
LRCX NewLAM RESEARCH CORP$22,71462,060
+100.0%
4.00%
GWRE SellGUIDEWIRE SOFTWARE INC$17,095
-35.5%
277,612
-25.6%
3.01%
-25.7%

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