Q3 2024 · 13F-HR
Triple Frond Partners LLCholdings as filed
Filed 2024-11-13 · accession 0001387292-24-000020
$772,854
Reported value
9
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K107 | GOOG | ALPHABET INC | $139,913 | 18.1% | 836,850 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $117,985 | 15.3% | 82,673 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $111,196 | 14.4% | 596,771 | Common | SOLE |
| 92826C839 | V | VISA INC | $110,796 | 14.3% | 402,969 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $108,498 | 14.0% | 252,144 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $87,741 | 11.4% | 270,740 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $51,440 | 6.66% | 108,387 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $26,922 | 3.48% | 314,734 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $18,363 | 2.38% | 74,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.