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TRIPLE FROND PARTNERS LLC

13-F Portfolio Value: $840.65 M
Last 13-F Filed: Q4 2023
Concentration in top 10: 100%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
CHTRCHARTER COMMUNICATIONS INC N18.4%398,045$154,712,00016,2974.27%$388.6813F
TDGTRANSDIGM GROUP INC14.44%119,982$121,374,000-9,018-6.99%$1011.613F
GOOGALPHABET INC12.02%716,700$101,005,000-106,200-12.91%$140.9313F
VVISA INC11.35%366,637$95,454,000-32,845-8.22%$260.3513F
MSFTMICROSOFT CORP10.23%228,654$85,983,000-24,650-9.73%$376.0413F
AMZNAMAZON.COM INC9.79%541,901$82,336,000-178,035-24.73%$151.9413F
MCOMOODYS CORP8.12%174,753$68,252,00051,10941.34%$390.5613F
LRCXLAM RESEARCH CORP5.78%62,060$48,609,000No Change$783.2613F
VRSNVERISIGN INC5.72%233,415$48,074,00078,72150.89%$205.9613F
CPCANADIAN PACIFIC KANSAS CITY4.15%440,844$34,853,000440,844New$79.0613F
KKRKKR & CO INC-493,692Exited13F