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Triple Frond Partners LLC

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13F filer, CIK 1454502, SAN FRANCISCO, CA

Triple Frond Partners LLC reported $772,472,000 across 9 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-11.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001387292-25-000004

Period
2024-12-31
Reported value
$772M
Holdings
9
Top 10 weight
100%
New
1
Sold out
1

Part of the filer group Triple Frond Partners LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LRCXnew+511,765$37M
MSFTadded+26,314$11.1M
CPadded+89,635$6.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CHTRreduced-110,260-$37.8M
UNPexited-74,500-$18.4M
AMZNreduced-66,780-$14.7M
Vreduced-44,576-$14.1M
GOOGreduced-29,536-$5.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001387292-25-000004, largest first. % of portfolio is the value over $772,472,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,850 shares; 2024Q4: 807,314 shares 807,314$154M19.9%-29,536Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,144 shares; 2024Q4: 278,458 shares 278,458$117M15.19%+26,314Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596,771 shares; 2024Q4: 529,991 shares 529,991$116M15.05%-66,780Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,969 shares; 2024Q4: 358,393 shares 358,393$113M14.66%-44,576Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,673 shares; 2024Q4: 79,754 shares 79,754$101M13.08%-2,919Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,740 shares; 2024Q4: 160,480 shares 160,480$55M7.12%-110,260Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,387 shares; 2024Q4: 104,587 shares 104,587$49.5M6.41%-3,800Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 511,765 shares 511,765$37M4.79%newTimeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,734 shares; 2024Q4: 404,369 shares 404,369$29.3M3.79%+89,635Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNPUNION PAC CORP74,500$18.4Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001387292-25-000004 base2025-02-11acceptance time not in the bulk data set