Triple Frond Partners LLC Portfolio Holdings

Triple Frond Partners LLC

  • $879 Million
  • Q1 2024

Triple Frond Partners LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $879 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Charter Communications, Inc. with a value of $134M, Trans Digm Group Inc with a value of $126M, Alphabet Inc. with a value of $119M, Amazon Com Inc with a value of $97.7M, and Microsoft Corp with a value of $96.2M.

Examining the 13F form we can see an increase of $90.3M in the current position value, from $788M to 879M.

Triple Frond Partners LLC is based out at San Francisco, CA

Below you can find more details about Triple Frond Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $879 Million
Communication Services: $253 Million
Technology: $191 Million
Financial Services: $153 Million
Industrials: $145 Million
Consumer Cyclical: $97.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48B
$134 Million 15.27% of portfolio
461,645
Q1 2024 Added 20.93%
$69.3B
$126 Million 14.39% of portfolio
102,682
Q1 2024 Reduced 20.4%
$1.12T
$119 Million 13.49% of portfolio
778,300
Q1 2024 Reduced 5.42%
$1.97T
$97.7 Million 11.13% of portfolio
541,901
Q1 2024 Reduced 24.73%
$3.33T
$96.2 Million 10.95% of portfolio
228,654
Q1 2024 Reduced 9.73%
$429B
$84.3 Million 9.6% of portfolio
302,167
Q1 2024 Reduced 24.36%
$77.1B
$68.7 Million 7.82% of portfolio
174,753
Q1 2024 Added 41.34%
$145B
$51 Million 5.81% of portfolio
52,530
Q1 2024 Reduced 15.36%
$18.8B
$44.2 Million 5.03% of portfolio
233,415
Q1 2024 Added 50.89%
Canadian Pacific Kansas City
-
$38.9 Million 4.42% of portfolio
-
Q1 2024 New
$139B
$18.3 Million 2.09% of portfolio
74,500
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $879 Million
  • Prior Value $788 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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