Triple Frond Partners - Q2 2023 holdings

$776 Thousand is the total value of Triple Frond Partners's 10 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .

 Value Shares↓ Weighting
CHTR  CHARTER COMMUNICATIONS INC Ncl a$140,243
+2.7%
381,7480.0%18.08%
-9.2%
TDG  TRANSDIGM GROUP INC$115,348
+21.3%
129,0000.0%14.87%
+7.2%
GOOG  ALPHABET INCcap stk cl c$99,546
+16.3%
822,9000.0%12.84%
+2.8%
V  VISA INC$94,869
+5.3%
399,4820.0%12.23%
-6.9%
AMZN  AMAZON.COM INC$93,851
+26.2%
719,9360.0%12.10%
+11.5%
MSFT  MICROSOFT CORP$86,260
+18.1%
253,3040.0%11.12%
+4.4%
MCO  MOODYS CORP$42,993
+13.6%
123,6440.0%5.54%
+0.4%
LRCX  LAM RESEARCH CORP$39,896
+21.3%
62,0600.0%5.14%
+7.2%
VRSN SellVERISIGN INC$34,956
+2.4%
154,694
-4.2%
4.51%
-9.5%
KKR  KKR & CO INC$27,647
+6.6%
493,6920.0%3.56%
-5.8%
Other managers

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

Original filings

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

  • View 13F-HR filed 2023-08-08
Signatures

The EDGAR filing(s) were signed by:

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.

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TRANSDIGM GROUP INC35Q3 202317.1%
MOODYS CORP34Q3 202319.8%
VISA INC31Q3 202316.0%
CHARTER COMMUNICATIONS INC N30Q3 202326.5%
THE CHARLES SCHWAB CORPORATION28Q1 202030.7%
LIBERTY GLOBAL PLC21Q4 201920.2%
MASTERCARD INCORPORATED16Q3 20207.9%
ALPHABET INC15Q3 202316.1%
LIBERTY BROADBAND CORP14Q2 202110.0%
MICROSOFT CORP13Q3 202311.1%

View Triple Frond Partners's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-08
13F-HR2023-05-12
13F-HR2023-02-08
13F-HR2022-11-10
13F-HR2022-08-15
13F-HR2022-05-12
13F-HR2022-02-10

View Triple Frond Partners's complete filings history.

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