Triple Frond Partners LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Triple Frond Partners LLC reported 9 stock positions worth $772.9 million. Its top holding was Alphabet Class C (GOOG) at 18.1% of the portfolio, followed by Transdigm (TDG, 15.3%) and Amazon.com (AMZN, 14.4%). Compared with Q2 2024, it sold out of 2, added to 5 and reduced 2. The biggest buy was Visa Class A (V, shares +84%) and the biggest sale Charter Communications Class A (CHTR, shares −57%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001454502
Portfolio Value
$772.9M (Q3 2024)
SEC Filing
0001387292-24-000020 ↗ filed Nov 13, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $878.6M Q1 2024 Q2 2024: $852.3M Q2 2024 Q3 2024: $772.9M $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 9 stocks · $772.9M
GOOG Alphabet Inc. Class C 18.10% 836,850 $139.9M Add +16.5%
TDG Transdigm Group Inc. 15.27% 82,673 $118.0M Add +32.8%
AMZN Amazon.com Inc. 14.39% 596,771 $111.2M Add +10.1%
V Visa Inc. Class A 14.34% 402,969 $110.8M Add +83.7%
MSFT Microsoft Corp. 14.04% 252,144 $108.5M Add +10.3%
CHTR Charter Communications Inc. Class A 11.35% 270,740 $87.7M Reduce -56.9%
MCO Moody's Corp. 6.66% 108,387 $51.4M Reduce -28.1%
CP Canadian Pacific Kansas City 3.48% 314,734 $26.9M No change
UNP Union Pacific Corp. 2.38% 74,500 $18.4M No change

Portfolio Sells Q2 2024 → Q3 2024
CHTR Charter Communications Inc. Class A Reduce -56.9% 11.35% −10.66
LRCX Lam Research Corp. Sold out 0.00% −6.56
MSCI MSCI Inc. Sold out 0.00% −3.27
MCO Moody's Corp. Reduce -28.1% 6.66% −0.79

Portfolio Buys Q2 2024 → Q3 2024
V Visa Inc. Class A Add +83.7% 14.34% +7.58
TDG Transdigm Group Inc. Add +32.8% 15.27% +5.94
GOOG Alphabet Inc. Class C Add +16.5% 18.10% +2.65
AMZN Amazon.com Inc. Add +10.1% 14.39% +2.10
MSFT Microsoft Corp. Add +10.3% 14.04% +2.05

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