Triple Frond Partners LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Triple Frond Partners LLC reported 11 stock positions worth $852.3 million. Its top holding was Charter Communications Class A (CHTR) at 22.0% of the portfolio, followed by Alphabet Class C (GOOG, 15.5%) and Amazon.com (AMZN, 12.3%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 5. The biggest buy was Charter Communications Class A (CHTR, shares +36%) and the biggest sale Transdigm (TDG, shares −39%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001454502
Portfolio Value
$852.3M (Q2 2024)
SEC Filing
0001387292-24-000016 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $878.6M Q1 2024 Q2 2024: $852.3M $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 · $852.3M
CHTR Charter Communications Inc. Class A 22.01% 627,525 $187.6M Add +35.9%
GOOG Alphabet Inc. Class C 15.46% 718,260 $131.7M Reduce -7.7%
AMZN Amazon.com Inc. 12.29% 541,901 $104.7M No change
MSFT Microsoft Corp. 11.99% 228,654 $102.2M No change
TDG Transdigm Group Inc. 9.33% 62,239 $79.5M Reduce -39.4%
MCO Moody's Corp. 7.45% 150,787 $63.5M Reduce -13.7%
V Visa Inc. Class A 6.75% 219,329 $57.6M Reduce -27.4%
LRCX Lam Research Corp. 6.56% 52,530 $55.9M No change
MSCI MSCI Inc. 3.27% 57,920 $27.9M New
CP Canadian Pacific Kansas City 2.91% 314,734 $24.8M Reduce -28.6%
UNP Union Pacific Corp. 1.98% 74,500 $16.9M No change

Portfolio Sells Q1 2024 → Q2 2024
TDG Transdigm Group Inc. Reduce -39.4% 9.33% −5.06
VRSN Verisign Inc. Sold out 0.00% −5.03
V Visa Inc. Class A Reduce -27.4% 6.75% −2.84
CP Canadian Pacific Kansas City Reduce -28.6% 2.91% −1.52
MCO Moody's Corp. Reduce -13.7% 7.45% −0.37
GOOG Alphabet Inc. Class C Reduce -7.7% 15.46% +1.97

Portfolio Buys Q1 2024 → Q2 2024
CHTR Charter Communications Inc. Class A Add +35.9% 22.01% +6.74
MSCI MSCI Inc. New 3.27% +3.27

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