Triple Frond Partners LLC Top Holdings and 13F Report (2023) About Triple Frond Partners LLCInvestment ActivityTriple Frond Partners LLC has $739.95 thousand in total holdings as of June 30, 2023.Triple Frond Partners LLC owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 26.58% of the portfolio was purchased this quarter.About 25.15% of the portfolio was sold this quarter.This quarter, Triple Frond Partners LLC has purchased 9 new stocks and bought additional shares in 3 stocks.Triple Frond Partners LLC sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $151,298TransDigm Group $127,462Alphabet $101,378Amazon.com $92,693Charter Communications $59,142 Largest New Holdings this Quarter N07059210 - ASML $52,547 Holding30303M102 - Meta Platforms $44,236 Holding12510Q100 - CCC Intelligent Solutions $21,807 Holding Largest Purchases this Quarter ASML 79,300 shares (about $52.55K)Microsoft 124,585 shares (about $46.77K)Meta Platforms 76,750 shares (about $44.24K)CCC Intelligent Solutions 2,415,000 shares (about $21.81K)TransDigm Group 12,390 shares (about $17.14K) Largest Sales this Quarter Alphabet 158,409 shares (about $24.75K)Moody's 22,960 shares (about $10.69K)Amazon.com 42,800 shares (about $8.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTriple Frond Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$151,298$46,768 ▲44.7%403,04320.4%Computer and TechnologyTDGTransDigm Group$127,462$17,139 ▲15.5%92,14417.2%AerospaceGOOGAlphabet$101,378$24,748 ▼-19.6%648,90513.7%Computer and TechnologyAMZNAmazon.com$92,693$8,143 ▼-8.1%487,19112.5%Retail/WholesaleCHTRCharter Communications$59,1420.0%160,4808.0%Consumer DiscretionaryASMLASML$52,547$52,547 ▲New Holding79,3007.1%Computer and TechnologyLAM RESEARCH CORP$51,371$14,166 ▲38.1%706,6156.9%COM NEWMETAMeta Platforms$44,236$44,236 ▲New Holding76,7506.0%Computer and TechnologyMCOMoody's$38,013$10,692 ▼-22.0%81,6275.1%FinanceCCCSCCC Intelligent Solutions$21,807$21,807 ▲New Holding2,415,0002.9%Computer and TechnologyVVisa$0$113,266 ▼-100.0%00.0%Business ServicesCPCanadian Pacific Kansas City$0$29,264 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
