Triple Frond Partners LLC Portfolio Holdings

Triple Frond Partners LLC

  • $852 Million
  • Q2 2024

Triple Frond Partners LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $852 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 $188M, Alphabet Inc. with a value of $132M, Amazon Com Inc with a value of $105M, Microsoft Corp with a value of $102M, and Trans Digm Group Inc with a value of $79.5M.

Examining the 13F form we can see an decrease of $26.3M in the current position value, from $879M to 852M.

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 $852 Million
Communication Services: $319 Million
Technology: $158 Million
Financial Services: $149 Million
Consumer Cyclical: $105 Million
Industrials: $96.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.02T
$132 Million 15.46% of portfolio
718,260
Q2 2024 Reduced 7.71%
$1.9T
$105 Million 12.29% of portfolio
541,901
Q1 2024 Reduced 24.73%
$3.21T
$102 Million 11.99% of portfolio
228,654
Q1 2024 Reduced 9.73%
$450B
$57.6 Million 6.75% of portfolio
219,329
Q2 2024 Reduced 27.41%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $852 Million
  • Prior Value $879 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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