← All Tracked Holdings
Triple Frond Partners LLC
Current Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Current Weight ▲ ▼ | Previous Weight ▲ ▼ | Δ % ▲ ▼ |
|---|---|---|---|---|---|
| ASML HOLDING N V | Common | 21.1142% | 16.3122% | +4.80% | |
| TRANSDIGM GROUP INC | Common | 12.6662% | 12.8238% | -0.16% | |
| MICROSOFT CORP | Common | 11.7353% | 13.5514% | -1.82% | |
| AMAZON.COM INC | Common | 9.1982% | 10.3505% | -1.15% | |
| ALPHABET INC | Common | 9.1936% | 10.5300% | -1.34% | |
| MASTERCARD INC | Common | 8.0432% | 9.1055% | -1.06% | |
| META PLATFORMS INC | Common | 5.9135% | 6.9892% | -1.08% | |
| TRANSUNION COM | Common | 5.2655% | 5.8767% | -0.61% | |
| DOORDASH INC | Common | 4.9447% | 0.0000% | +4.94% | |
| S&P GLOBAL INC | Common | 4.2417% | 0.0000% | +4.24% | |
| LIVE NATION ENTERTAINMENT IN | Common | 3.2401% | 3.7184% | -0.48% | |
| CCC INTELLIGENT SOLUTION HOLDINGS INC | Common | 2.4928% | 3.3730% | -0.88% | |
| CHARTER COMMUNICATIONS INC N | Common | 1.9511% | 3.4465% | -1.50% |
Historical Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Held until ▲ ▼ |
|---|---|---|---|
| ILLUMINA INC COM | Common | Q1 2026 | |
| LAM RESEARCH CORP | Common | Q4 2025 | |
| MOODYS CORP | Common | Q2 2025 | |
| CANADIAN PACIFIC KANSAS CITY | Common | Q4 2024 | |
| VISA INC | Common | Q4 2024 | |
| UNION PAC CORP | Common | Q3 2024 | |
| LAM RESEARCH CORP | Common | Q2 2024 | |
| MSCI INC | Common | Q2 2024 | |
| VERISIGN INC | Common | Q1 2024 | |
| KKR & CO INC | Common | Q3 2023 | |
| GUIDEWIRE SOFTWARE INC | Common | Q3 2022 | |
| ALIBABA GROUP HLDG LTD | ADR | Q2 2021 | |
| LIBERTY BROADBAND CORP | Common | Q2 2021 | |
| SCHWAB CHARLES CORP | Common | Q1 2020 | |
| FOX CORP | Common | Q4 2019 | |
| LIBERTY GLOBAL PLC | Common | Q4 2019 | |
| VERISK ANALYTICS INC | Common | Q1 2019 | |
| SBA COMMUNICATIONS CORP NEW | REIT | Q4 2018 | |
| NORD ANGLIA EDUCATION INC | Common | Q2 2017 | |
| SBA COMMUNICATIONS CORP | REIT | Q4 2016 | |
| DAVITA INC | Common | Q3 2016 | |
| LIBERTY GLOBAL PLC | Common | Q2 2016 | |
| CHARTER COMMUNICATION INC D | Common | Q1 2016 | |
| PROGRESSIVE CORP OHIO | Common | Q3 2015 | |
| CARNIVAL CORP | Common | Q4 2014 | |
| MCDONALDS CORP | Common | Q3 2014 | |
| HCC INS HLDGS INC | Common | Q2 2014 | |
| RENAISSANCERE HOLDING LTD | Common | Q1 2014 | |
| RYANAIR HOLDINGS PLC | Common | Q1 2014 | |
| VALIDUS HOLDINGS LTD | Common | Q1 2014 | |
| CARNIVAL CORPORATION | Common | Q4 2013 | |
| CRH P L C | ADR | Q4 2013 | |
| TIME WARNER CABLE INC | Common | Q4 2013 | |
| TRW AUTOMOTIVE HOLDING CORP | Common | Q4 2013 | |
| RYANAIR HOLDINGS PLC | Common | Q2 2013 |