What Triple Frond Partners Bought in Q4 2024
Triple Frond Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$772.5M
Total Value
9
Holdings
1
New Buys
6
Reduced
In Q4 2024, Triple Frond Partners reported 9 long equity positions worth $772.5M in their Triple Frond Partners 13F filing, including 1 new positions (largest: LAM RESEARCH CORP at $37.0M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 807314 | $153.7M | 19.90% | -3.5% |
| 2 | MSFT | MICROSOFT CORP | 278458 | $117.4M | 15.19% | +10.4% |
| 3 | AMZN | AMAZON.COM INC | 529991 | $116.3M | 15.05% | -11.2% |
| 4 | V | VISA INC | 358393 | $113.3M | 14.66% | -11.1% |
| 5 | TDG | TRANSDIGM GROUP INC | 79754 | $101.1M | 13.08% | -3.5% |
| 6 | CHTR | Charter Communications | 160480 | $55.0M | 7.12% | -40.7% |
| 7 | MCO | MOODYS CORP | 104587 | $49.5M | 6.41% | -3.5% |
| 8 | LRCX | LAM RESEARCH CORP | 511765 | $37.0M | 4.79% | NEW |
| 9 | CP | CANADIAN PACIFIC KANSAS CITY | 404369 | $29.3M | 3.79% | +28.5% |