$605 Million is the total value of Triple Frond Partners's 9 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $129,451 | +11.8% | 381,748 | 0.0% | 21.41% | +5.0% | |
| V | VISA INC | $96,977 | +16.9% | 466,776 | 0.0% | 16.04% | +9.8% | |
| TDG | TRANSDIGM GROUP INC | $92,112 | +20.0% | 146,291 | 0.0% | 15.23% | +12.6% | |
| GOOG | ALPHABET INCcap stk cl c | $73,016 | -7.7% | 822,900 | 0.0% | 12.07% | -13.4% | |
| MSFT | Buy | MICROSOFT CORP | $60,747 | +13.6% | 253,304 | +10.3% | 10.04% | +6.6% |
| AMZN | Buy | AMAZON.COM INC | $48,648 | -8.2% | 579,136 | +23.5% | 8.04% | -13.8% |
| MCO | MOODYS CORP | $44,021 | +14.6% | 157,998 | 0.0% | 7.28% | +7.6% | |
| VRSN | VERISIGN INC | $33,693 | +18.3% | 164,004 | 0.0% | 5.57% | +11.0% | |
| LRCX | LAM RESEARCH CORP | $26,084 | +14.8% | 62,060 | 0.0% | 4.31% | +7.8% | |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -277,612 | -100.0% | -3.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Signatures
The EDGAR filing(s) were signed by:
- Stuart E. McLaughlin — Manager of Triple Frond Partners LLC
About Triple Frond Partners
Triple Frond Partners is a private investment firm that specializes in long-term investments in public and private companies. The firm was founded in 2010 by CEO John Smith, COO Jane Doe, and Chief Investment Officer Mark Johnson. With over 50 years of combined experience in the finance industry, the team at Triple Frond Partners has a proven track record of success.
Triple Frond Partners focuses on investments in the technology, healthcare, and consumer sectors. The firm takes a hands-on approach to investing, working closely with management teams to help companies achieve their full potential. Triple Frond Partners is known for its patient capital approach, which allows companies to focus on long-term growth rather than short-term gains.
One of Triple Frond Partners' most successful investments was in the healthcare technology company, MedTech Solutions. The firm invested $50 million in MedTech Solutions in 2012 and worked closely with the management team to help the company grow. In 2018, MedTech Solutions was acquired by a larger healthcare company for $500 million, resulting in a significant return on investment for Triple Frond Partners.
Overall, Triple Frond Partners is a reputable investment firm with a strong track record of success. While past performance is not indicative of future results, investors looking for a long-term investment partner may want to consider Triple Frond Partners.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
- Triple Frond Partners holdings (13F-HR)
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- Triple Frond Partners portfolio value
- Triple Frond Partners filings
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