Triple Frond Partners LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $772 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $154M, Microsoft Corp with a value of $117M, Amazon Com Inc with a value of $116M, Visa Inc. with a value of $113M, and Trans Digm Group Inc with a value of $101M.

Examining the 13F form we can see an decrease of $382K in the current position value, from $773M to 772M.

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 $772 Million
Communication Services: $209 Million
Financial Services: $163 Million
Technology: $117 Million
Consumer Cyclical: $116 Million
Industrials: $101 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $772 Million
  • Prior Value $773 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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