Triple Frond Partners LLC Long-Term Concentrated

Location: San Francisco, CA

CIK: 0001454502 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 11, 2025

Total Value: $772M

Holdings (9)

GOOG ALPHABET INC 19.9%

Value $154M Shares 807,314 Est. Cost $119.24 Unrealized +47.3%

MSFT MICROSOFT CORP 15.2%

Value $117M Shares 278,458 Est. Cost $251.85 Unrealized +67.7%

AMZN AMAZON.COM INC 15.1%

Value $116M Shares 529,991 Est. Cost $122.77 Unrealized +66.6%

V VISA INC 14.7%

Value $113M Shares 358,393 Est. Cost $184.85 Unrealized +61.4%

TDG TRANSDIGM GROUP INC 13.1%

Value $101M Shares 79,754 Est. Cost $502.15 Unrealized +144.9%

CHTR CHARTER COMMUNICATIONS INC N 7.1%

Value $55.01M Shares 160,480 Est. Cost $299.17 Unrealized +20.8%

MCO MOODYS CORP 6.4%

Value $49.51M Shares 104,587 Est. Cost $203.57 Unrealized +132.4%

LRCX LAM RESEARCH CORP 4.8%

Value $36.97M Shares 511,765 Est. Cost $74.98 Unrealized 0.0%

CP CANADIAN PACIFIC KANSAS CITY 3.8%

Value $29.26M Shares 404,369 Est. Cost $73.09 Unrealized +4.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	807,314	$154M	19.9%	$119.24	+47.3%	—	02079K107
MSFT	MICROSOFT CORP	278,458	$117M	15.2%	$251.85	+67.7%	—	594918104
AMZN	AMAZON.COM INC	529,991	$116M	15.1%	$122.77	+66.6%	—	023135106
V	VISA INC	358,393	$113M	14.7%	$184.85	+61.4%	—	92826C839
TDG	TRANSDIGM GROUP INC	79,754	$101M	13.1%	$502.15	+144.9%	—	893641100
CHTR	CHARTER COMMUNICATIONS INC N	160,480	$55.01M	7.1%	$299.17	+20.8%	—	16119P108
MCO	MOODYS CORP	104,587	$49.51M	6.4%	$203.57	+132.4%	—	615369105
LRCX	LAM RESEARCH CORP	511,765	$36.97M	4.8%	$74.98	0.0%	—	512807306
CP	CANADIAN PACIFIC KANSAS CITY	404,369	$29.26M	3.8%	$73.09	+4.6%	—	13646K108