$852 Thousand is the total value of Triple Frond Partners's 11 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $187,605 | +39.8% | 627,525 | +35.9% | 22.01% | +44.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $131,743 | +11.2% | 718,260 | -7.7% | 15.46% | +14.6% |
| AMZN | AMAZON.COM INC | $104,722 | +7.1% | 541,901 | 0.0% | 12.29% | +10.4% | |
| MSFT | MICROSOFT CORP | $102,197 | +6.2% | 228,654 | 0.0% | 11.99% | +9.5% | |
| TDG | Sell | TRANSDIGM GROUP INC | $79,517 | -37.1% | 62,239 | -39.4% | 9.33% | -35.2% |
| MCO | Sell | MOODYS CORP | $63,471 | -7.6% | 150,787 | -13.7% | 7.45% | -4.7% |
| V | Sell | VISA INC | $57,567 | -31.7% | 219,329 | -27.4% | 6.75% | -29.6% |
| LRCX | LAM RESEARCH CORP | $55,937 | +9.6% | 52,530 | 0.0% | 6.56% | +13.0% | |
| MSCI | New | MSCI INC | $27,903 | – | 57,920 | +100.0% | 3.27% | – |
| Sell | CANADIAN PACIFIC KANSAS CITY | $24,779 | -36.2% | 314,734 | -28.6% | 2.91% | -34.3% | |
| UNP | UNION PAC CORP | $16,856 | -8.0% | 74,500 | 0.0% | 1.98% | -5.1% | |
| VRSN | Exit | VERISIGN INC | $0 | – | -233,415 | -100.0% | -5.04% | – |
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 2024-08-14
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
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TRANSDIGM GROUP INC | 38 | Q2 2024 | 17.1% |
| MOODYS CORP | 37 | Q2 2024 | 19.8% |
| VISA INC | 34 | Q2 2024 | 16.0% |
| CHARTER COMMUNICATIONS INC N | 33 | Q2 2024 | 26.5% |
| THE CHARLES SCHWAB CORPORATION | 28 | Q1 2020 | 30.7% |
| LIBERTY GLOBAL PLC | 21 | Q4 2019 | 20.2% |
| ALPHABET INC | 18 | Q2 2024 | 16.1% |
| MICROSOFT CORP | 16 | Q2 2024 | 12.0% |
| MASTERCARD INCORPORATED | 16 | Q3 2020 | 7.9% |
| LIBERTY BROADBAND CORP | 14 | Q2 2021 | 10.0% |
View Triple Frond Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
View Triple Frond Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.