Triple Frond Partners 13F, Q2 2023
Triple Frond Partners · quarter ending 30 June 2023 · filed 8 August 2023 · SEC CIK 1454502
$775.61M
Filed US book
10
Positions
18.1%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | CHTR | $140.24M | 18.1% |
| TRANSDIGM GROUP INC | TDG | $115.35M | 14.9% |
| ALPHABET INC | GOOG | $99.55M | 12.8% |
| VISA INC | V | $94.87M | 12.2% |
| AMAZON.COM INC | AMZN | $93.85M | 12.1% |
| MICROSOFT CORP | MSFT | $86.26M | 11.1% |
| MOODYS CORP | MCO | $42.99M | 5.5% |
| LAM RESEARCH CORP | $39.90M | 5.1% | |
| VERISIGN INC | VRSN | $34.96M | 4.5% |
| KKR & CO INC | KKR | $27.65M | 3.6% |
This is the earliest Triple Frond Partners 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001454502-23-000005, filed by Triple Frond Partners LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.