Investor Details
| Filer Name: | TRIPLE FROND PARTNERS LLC |
|---|---|
| CIK: | 1454502 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.77B |
Triple Frond Partners Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GOOG | US | ALPHABET INC-CL C | 807,314 | $154M | 19.90% | -3.5% | - |
| MSFT | US | MICROSOFT CORP | 278,458 | $117M | 15.19% | 10.4% | - |
| AMZN | US | AMAZON.COM INC | 529,991 | $116M | 15.05% | -11.2% | - |
| V | US | VISA INC-CLASS A SHARES | 358,393 | $113M | 14.66% | -11.1% | - |
| TDG | US | TRANSDIGM GROUP INC | 79,754 | $101M | 13.08% | -3.5% | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 160,480 | $55M | 7.12% | -40.7% | - |
| MCO | US | MOODY'S CORP | 104,587 | $50M | 6.41% | -3.5% | - |
| LRCX | US | LAM RESEARCH CORP | 511,765 | $37M | 4.79% | 100.0% | - |
| CP | US | CANADIAN PACIFIC KANSAS CITY | 404,369 | $29M | 3.79% | 28.5% | - |