What Triple Frond Partners Bought in Q3 2024
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$772.9M
Total Value
9
Holdings
0
New Buys
2
Reduced
In Q3 2024, Triple Frond Partners reported 9 long equity positions worth $772.9M in their Triple Frond Partners 13F filing and 5 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 836850 | $139.9M | 18.10% | +16.5% |
| 2 | TDG | TRANSDIGM GROUP INC | 82673 | $118.0M | 15.27% | +32.8% |
| 3 | AMZN | AMAZON.COM INC | 596771 | $111.2M | 14.39% | +10.1% |
| 4 | V | VISA INC | 402969 | $110.8M | 14.34% | +83.7% |
| 5 | MSFT | MICROSOFT CORP | 252144 | $108.5M | 14.04% | +10.3% |
| 6 | CHTR | Charter Communications | 270740 | $87.7M | 11.35% | -56.9% |
| 7 | MCO | MOODYS CORP | 108387 | $51.4M | 6.66% | -28.1% |
| 8 | CP | CANADIAN PACIFIC KANSAS CITY | 314734 | $26.9M | 3.48% | — |
| 9 | UNP | UNION PAC CORP | 74500 | $18.4M | 2.38% | — |