Triple Frond Partners LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Triple Frond Partners LLC reported 11 stock positions worth $878.6 million. Its top holding was Charter Communications Class A (CHTR) at 15.3% of the portfolio, followed by Transdigm (TDG, 14.4%) and Alphabet Class C (GOOG, 13.5%). Compared with Q4 2023, it opened 1 new position, added to 2 and reduced 3. The biggest buy was a new position in Union Pacific (UNP) and the biggest sale Visa Class A (V, shares −18%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001454502
Portfolio Value
$878.6M (Q1 2024)
SEC Filing
0001387292-24-000012 ↗ filed May 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $878.6M $878.6M Q1 2024 Q2 2024: $852.3M Q2 2024 Q3 2024: $772.9M Q3 2024 Q4 2024: $772.5M Q4 2024 Q1 2025: $739.9M Q1 2025 Q2 2025: $884.6M Q2 2025 Q3 2025: $918.0M Q3 2025 Q4 2025: $962.2M Q4 2025 Q1 2026: $962.9M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 11 stocks · $878.6M
CHTR Charter Communications Inc. Class A 15.27% 461,645 $134.2M Add +16.0%
TDG Transdigm Group Inc. 14.39% 102,682 $126.5M Reduce -14.4%
GOOG Alphabet Inc. Class C 13.49% 778,300 $118.5M Add +8.6%
AMZN Amazon.com Inc. 11.13% 541,901 $97.7M No change
MSFT Microsoft Corp. 10.95% 228,654 $96.2M No change
V Visa Inc. Class A 9.60% 302,167 $84.3M Reduce -17.6%
MCO Moody's Corp. 7.82% 174,753 $68.7M No change
LRCX Lam Research Corp. 5.81% 52,530 $51.0M Reduce -15.4%
VRSN Verisign Inc. 5.03% 233,415 $44.2M No change
CP Canadian Pacific Kansas City 4.42% 440,844 $38.9M No change
UNP Union Pacific Corp. 2.09% 74,500 $18.3M New

Portfolio Sells Q4 2023 → Q1 2024
V Visa Inc. Class A Reduce -17.6% 9.60% −1.76
TDG Transdigm Group Inc. Reduce -14.4% 14.39% −0.04
LRCX Lam Research Corp. Reduce -15.4% 5.81% +0.03

Portfolio Buys Q4 2023 → Q1 2024
UNP Union Pacific Corp. New 2.09% +2.09
GOOG Alphabet Inc. Class C Add +8.6% 13.49% +1.47
CHTR Charter Communications Inc. Class A Add +16.0% 15.27% −3.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$1.1BASML, TDG, MSFT, AMZN, GOOG
Q1 2026 12$962.9MASML, MSFT, TDG, GOOG, AMZN
Q4 2025 12$962.2MMSFT, TDG, ASML, GOOG, AMZN
Q3 2025 11$918.0MMSFT, GOOG, AMZN, ASML, TDG
Q2 2025Amended 10$884.6MMSFT, GOOG, TDG, AMZN, META
Q1 2025 10$739.9MMSFT, TDG, GOOG, AMZN, CHTR
Q4 2024 9$772.5MGOOG, MSFT, AMZN, V, TDG
Q3 2024 9$772.9MGOOG, TDG, AMZN, V, MSFT
Q2 2024 11$852.3MCHTR, GOOG, AMZN, MSFT, TDG
Q1 2024 11$878.6MCHTR, TDG, GOOG, AMZN, MSFT