What Triple Frond Partners Bought in Q1 2024
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$878.6M
Total Value
11
Holdings
0
New Buys
0
Reduced
In Q1 2024, Triple Frond Partners reported 11 long equity positions worth $878.6M in their Triple Frond Partners 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications | 461645 | $134.2M | 15.27% | — |
| 2 | TDG | TRANSDIGM GROUP INC | 102682 | $126.5M | 14.39% | — |
| 3 | GOOG | ALPHABET INC | 778300 | $118.5M | 13.49% | — |
| 4 | AMZN | AMAZON.COM INC | 541901 | $97.7M | 11.13% | — |
| 5 | MSFT | MICROSOFT CORP | 228654 | $96.2M | 10.95% | — |
| 6 | V | VISA INC | 302167 | $84.3M | 9.60% | — |
| 7 | MCO | MOODYS CORP | 174753 | $68.7M | 7.82% | — |
| 8 | LRCX | LAM RESEARCH CORP | 52530 | $51.0M | 5.81% | — |
| 9 | VRSN | VERISIGN INC | 233415 | $44.2M | 5.03% | — |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY | 440844 | $38.9M | 4.42% | — |
| 11 | UNP | UNION PAC CORP | 74500 | $18.3M | 2.09% | — |