Q4 2024 · 13F-HR
Triple Frond Partners LLCholdings as filed
Filed 2025-02-11 · accession 0001387292-25-000004
$772,472
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K107 | GOOG | ALPHABET INC | $153,745 | 19.9% | 807,314 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $117,370 | 15.2% | 278,458 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $116,275 | 15.1% | 529,991 | Common | SOLE |
| 92826C839 | V | VISA INC | $113,266 | 14.7% | 358,393 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $101,071 | 13.1% | 79,754 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $55,008 | 7.12% | 160,480 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $49,508 | 6.41% | 104,587 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $36,965 | 4.79% | 511,765 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $29,264 | 3.79% | 404,369 | 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.