What Triple Frond Partners Bought in Q2 2024
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-06-30 · Filed · Historical
$852.3M
Total Value
11
Holdings
1
New Buys
4
Reduced
In Q2 2024, Triple Frond Partners reported 11 long equity positions worth $852.3M in their Triple Frond Partners 13F filing, including 1 new positions (largest: MSCI INC at $27.9M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications | 627525 | $187.6M | 22.01% | +35.9% |
| 2 | GOOG | ALPHABET INC | 718260 | $131.7M | 15.46% | -7.7% |
| 3 | AMZN | AMAZON.COM INC | 541901 | $104.7M | 12.29% | — |
| 4 | MSFT | MICROSOFT CORP | 228654 | $102.2M | 11.99% | — |
| 5 | TDG | TRANSDIGM GROUP INC | 62239 | $79.5M | 9.33% | +-39.4% |
| 6 | MCO | MOODYS CORP | 150787 | $63.5M | 7.45% | -13.7% |
| 7 | V | VISA INC | 219329 | $57.6M | 6.75% | -27.4% |
| 8 | LRCX | LAM RESEARCH CORP | 52530 | $55.9M | 6.56% | — |
| 9 | MSCI | MSCI INC | 57920 | $27.9M | 3.27% | NEW |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY | 314734 | $24.8M | 2.91% | -28.6% |
| 11 | UNP | UNION PAC CORP | 74500 | $16.9M | 1.98% | — |