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Size ($ in 1000's)
At 12/31/2023: $840,652
At 09/30/2023: $788,279
Combined Holding Report Includes:
Triple Frond Partners LLC
Hawk Hill Capital Partners LP
Triple Frond Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Triple Frond Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Triple Frond Partners LLC top holdings by largest position size, as per the latest 13f filing made by Triple Frond Partners LLC.
In the Triple Frond Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Triple Frond Partners LLC in that top holding, then the share count change between reporting periods, and finally the Triple Frond Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| CHARTER COMMUNICATIONS INC N |
398,045 |
+16,297 |
$154,712 | | CHTR | 398,045 | +16,297 | $154,712 | | TRANSDIGM GROUP INC |
119,982 |
-9,018 |
$121,374 | | TDG | 119,982 | -9,018 | $121,374 | | ALPHABET INC |
716,700 |
-106,200 |
$101,005 | | GOOG | 716,700 | -106,200 | $101,005 | | VISA INC |
366,637 |
-32,845 |
$95,454 | | V | 366,637 | -32,845 | $95,454 | | MICROSOFT CORP |
228,654 |
-24,650 |
$85,983 | | MSFT | 228,654 | -24,650 | $85,983 | | AMAZON.COM INC |
541,901 |
-178,035 |
$82,336 | | AMZN | 541,901 | -178,035 | $82,336 | | MOODYS CORP |
174,753 |
+51,109 |
$68,252 | | MCO | 174,753 | +51,109 | $68,252 | | LAM RESEARCH CORP |
62,060 |
UNCH |
$48,609 | | LRCX | 62,060 | UNCH | $48,609 | | VERISIGN INC |
233,415 |
+78,721 |
$48,074 | | VRSN | 233,415 | +78,721 | $48,074 |
See Full List: All Stocks Held By Triple Frond Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Triple Frond Partners LLC
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