Triple Frond Partners LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $773 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 $140M, Trans Digm Group Inc with a value of $118M, Amazon Com Inc with a value of $111M, Visa Inc. with a value of $111M, and Microsoft Corp with a value of $108M.

Examining the 13F form we can see an decrease of $79.4M in the current position value, from $852M to 773M.

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 $773 Million
Communication Services: $228 Million
Financial Services: $162 Million
Industrials: $136 Million
Consumer Cyclical: $111 Million
Technology: $108 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $773 Million
  • Prior Value $852 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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