Triple Frond Partners LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$772.5M
Holdings
9
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 807,314 | $153.7M | 19.90% | |
| 2 | MSFTMICROSOFT CORP | 278,458 | $117.4M | 15.19% | |
| 3 | AMZNAMAZON.COM INC | 529,991 | $116.3M | 15.05% | |
| 4 | VVISA INC | 358,393 | $113.3M | 14.66% | |
| 5 | T7DTRANSDIGM GROUP INC | 79,754 | $101.1M | 13.08% | |
| 6 | CHTRCHARTER COMMUNICATIONS INC N | 160,480 | $55.0M | 7.12% | |
| 7 | MCOMOODYS CORP | 104,587 | $49.5M | 6.41% | |
| 8 | LRCXLAM RESEARCH CORP | 511,765 | $37.0M | 4.79% | |
| 9 | CPCANADIAN PACIFIC KANSAS CITY | 404,369 | $29.3M | 3.79% |