Triple Frond Partners Holdings Activity

Triple Frond Partners Portfolio 13F

Triple Frond Partners has disclosed a total of 9 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 2 and completely sold out 1 position(s).

What stocks is Triple Frond Partners buying now?

In the recent quarter Triple Frond Partners has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (MA) MASTERCARD INC - A (new buy), (TRU) TRANSUNION (added shares +48.38%), (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%), (META) META PLATFORMS INC-CLASS A (added shares +20.8%) and (CCCS) CCC INTELLIGENT SOLUTIONS HO (added shares +12.65%).

What does Triple Frond Partners invest in?

Triple Frond Partners's top 5 holdings (by % of portfolio) are (ASML) ASML HOLDING NV-NY REG SHS (16.31%), (MSFT) MICROSOFT CORP (13.55%), (TDG) TRANSDIGM GROUP INC (12.82%), (GOOG) ALPHABET INC-CL C (10.53%) and (AMZN) AMAZONCOM INC (10.35%).

In the latest report(s) the following changes have been made to the top investments: (ASML) ASML HOLDING NV-NY REG SHS (added shares +11.37%) and (TDG) TRANSDIGM GROUP INC (added shares +2.55%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2020 Q4 (11 results)
VRSN
VERISIGN INC
buy
+116,390
+3.07%
$216.40
29.34% $279.89
3.07%
V
VISA INC-CLASS A SHARES
-8.00%
-52,000
-1.39%
$218.73
47.39% $322.39
15.95%
LBRDK
LIBERTY BROADBAND-C
-32.48%
-249,000
-4.81%
$158.37
78.41% $34.19
10.00%
MSFT
MICROSOFT CORP
-34.03%
-129,000
-3.50%
$222.42
75.68% $390.74
6.78%
CHTR
CHARTER COMMUNICATIONS INC-A
-36.50%
-182,500
-14.73%
$661.55
77.96% $145.82
25.62%
MCO
MOODY'S CORP
-39.10%
-240,000
-8.50%
$290.24
54.30% $447.85
13.23%
TDG
TRANSDIGM GROUP INC
-39.94%
-76,000
-5.74%
$618.85
102.96% $1,256.05
8.63%
GWRE
GUIDEWIRE SOFTWARE INC
-40.10%
-265,000
-4.16%
$128.73
4.79% $122.56
6.21%
GOOG
ALPHABET INC-CL C
-45.49%
-820,000
-8.76%
$87.59
308.89% $358.16
10.50%
MA
MASTERCARD INC - A
-100.00%
-199,425
-8.23%
$338.17
44.89% $489.98
0.00%
SPGI
S&P GLOBAL INC
-100.00%
-28,100
-1.24%
$360.61
16.17% $418.91
0.00%
2020 Q3 (5 results)
MSFT
MICROSOFT CORP
buy
+379,050
+6.76%
$210.33
85.77% $390.74
6.76%
GWRE
GUIDEWIRE SOFTWARE INC
+15.36%
+88,000
+0.78%
$104.27
17.54% $122.56
5.85%
MCO
MOODY'S CORP
-5.60%
-36,400
-0.90%
$289.85
54.51% $447.85
15.10%
TDG
TRANSDIGM GROUP INC
-16.57%
-37,800
-1.52%
$475.12
164.36% $1,256.05
7.67%
MA
MASTERCARD INC - A
-28.14%
-78,075
-2.24%
$338.17
44.89% $489.98
0.00%
2020 Q2 (4 results)
GWRE
GUIDEWIRE SOFTWARE INC
+53.65%
+200,000
+2.14%
$110.85
10.56% $122.56
6.12%
TDG
TRANSDIGM GROUP INC
-18.55%
-51,926
-2.21%
$442.05
184.14% $1,256.05
9.72%
MCO
MOODY'S CORP
-22.70%
-191,000
-5.06%
$274.73
63.01% $447.85
17.22%
SCHW
SCHWAB (CHARLES) CORP
-100.00%
-412,300
-1.34%
$33.62
170.98% $91.10
0.00%
2020 Q1 (11 results)
GWRE
GUIDEWIRE SOFTWARE INC
buy
+372,800
+3.29%
$79.31
54.53% $122.56
3.29%
GOOG
ALPHABET INC-CL C
buy
+1,802,400
+11.68%
$58.14
516.03% $358.16
11.68%
SPGI
S&P GLOBAL INC
buy
+28,100
+0.77%
$245.05
70.95% $418.91
0.77%
V
VISA INC-CLASS A SHARES
+18.18%
+100,000
+1.80%
$161.12
100.09% $322.39
11.67%
MA
MASTERCARD INC - A
+18.09%
+42,500
+1.14%
$241.56
102.84% $489.98
7.47%
TDG
TRANSDIGM GROUP INC
+5.66%
+15,000
+0.54%
$320.19
292.28% $1,256.05
9.99%
MCO
MOODY'S CORP
-3.93%
-34,400
-0.81%
$211.50
111.75% $447.85
19.82%
CHTR
CHARTER COMMUNICATIONS INC-A
-19.35%
-120,000
-5.83%
$436.31
66.58% $145.82
24.31%
SCHW
SCHWAB (CHARLES) CORP
-84.44%
-2,237,700
-8.38%
$33.62
170.98% $91.10
0.00%
FOXA
FOX CORP - CLASS A
-100.00%
-1,962,000
-8.10%
$37.07
77.64% $65.85
0.00%
LBTYK
LIBERTY GLOBAL PLC- C
-100.00%
-1,668,979
-4.05%
$21.79
44.90% $12.01
0.00%
2019 Q4 (4 results)
TDG
TRANSDIGM GROUP INC
+17.78%
+40,000
+1.93%
$560.00
124.29% $1,256.05
12.77%
V
VISA INC-CLASS A SHARES
-9.44%
-57,300
-0.93%
$187.90
71.58% $322.39
8.89%
MA
MASTERCARD INC - A
-13.38%
-36,300
-0.93%
$298.59
64.10% $489.98
6.04%
SCHW
SCHWAB (CHARLES) CORP
-15.87%
-500,000
-2.05%
$47.56
91.55% $91.10
10.85%
2019 Q3 (3 results)
SCHW
SCHWAB (CHARLES) CORP
+19.88%
+522,389
+2.09%
$41.83
117.79% $91.10
12.62%
FOXA
FOX CORP - CLASS A
+13.50%
+233,406
+0.71%
$31.54
108.81% $65.85
5.93%
TDG
TRANSDIGM GROUP INC
+6.05%
+12,838
+0.64%
$520.67
141.24% $1,256.05
11.22%
2019 Q2 (2 results)
FOXA
FOX CORP - CLASS A
buy
+1,728,594
+6.40%
$36.63
79.77% $65.85
6.40%
VRSK
VERISK ANALYTICS INC
-100.00%
-104,718
-1.41%
$133.00
38.19% $183.80
0.00%
2019 Q1 (5 results)
MA
MASTERCARD INC - A
+10.73%
+26,300
+0.72%
$235.45
108.10% $489.98
7.38%
TDG
TRANSDIGM GROUP INC
+7.44%
+14,700
+0.77%
$453.99
176.67% $1,256.05
11.13%
V
VISA INC-CLASS A SHARES
+6.54%
+37,300
+0.67%
$156.19
106.41% $322.39
10.96%
VRSK
VERISK ANALYTICS INC
-71.89%
-267,767
-4.11%
$133.00
38.19% $183.80
0.00%
SBAC
SBA COMMUNICATIONS CORP NEW CL-A
-100.00%
-557,690
-10.43%
$161.89
-
0.00%
45 of 297

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.