Triple Frond Partners

History Stock Activity Share change % change to portfolio ▲
Q1  2026
≡ TDG - TransDigm Group Inc. Add 2.55% 2,650 0.32
≡ LYV - Live Nation Inc. Reduce 8.24% 21,093 0.33
≡ CCC - CCC Intelligent Solutions Hldgs Inc. Add 12.65% 608,000 0.38
≡ ILMN - Illumina Inc. Reduce 18.09% 67,700 0.87
≡ META - Meta Platforms Inc. Add 20.80% 20,252 1.20
≡ ASML - ASML Holding NV Add 11.37% 12,139 1.66
≡ TRU - TransUnion Add 48.38% 266,675 1.92
≡ LRCX - Lam Research Sell 100.00% 295,377 5.26
≡ MA - Mastercard Inc. Buy 175,472 9.11
Q4  2025
≡ CHTR - Charter Communications Reduce 4.21% 6,755 0.15
≡ ILMN - Illumina Inc. Reduce 4.21% 16,440 0.22
≡ META - Meta Platforms Inc. Reduce 4.21% 4,279 0.29
≡ ASML - ASML Holding NV Reduce 4.21% 4,692 0.52
≡ CCC - CCC Intelligent Solutions Hldgs Inc. Add 31.12% 1,140,536 0.94
≡ TRU - TransUnion Add 28.04% 120,683 1.08
≡ AMZN - Amazon.com Inc. Reduce 11.46% 61,917 1.49
≡ MSFT - Microsoft Corp. Reduce 8.48% 32,674 1.64
≡ LRCX - Lam Research Reduce 30.97% 132,513 2.36
≡ LYV - Live Nation Inc. Buy 255,858 3.79
≡ GOOG - Alphabet Inc. CL C Reduce 35.84% 197,415 6.44
≡ TDG - TransDigm Group Inc. Add 82.39% 46,930 6.49
Q3  2025
≡ CCC - CCC Intelligent Solutions Hldgs Inc. Add 16.11% 508,500 0.51
≡ META - Meta Platforms Inc. Reduce 7.75% 8,545 0.68
≡ MSFT - Microsoft Corp. Reduce 4.43% 17,865 1.01
≡ AMZN - Amazon.com Inc. Add 10.93% 53,260 1.27
≡ TDG - TransDigm Group Inc. Reduce 22.81% 16,830 2.42
≡ GOOG - Alphabet Inc. CL C Reduce 15.11% 98,031 2.60
≡ ASML - ASML Holding NV Add 40.57% 32,170 3.39
≡ TRU - TransUnion Buy 430,470 3.93
≡ ILMN - Illumina Inc. Buy 390,600 4.04
≡ LRCX - Lam Research Reduce 39.45% 278,725 4.06
≡ MCO - Moody's Corp. Sell 100.00% 81,627 4.78
Q2  2025
≡ CCC - CCC Intelligent Solutions Hldgs Inc. Add 30.68% 741,000 1.23
≡ TDG - TransDigm Group Inc. Reduce 19.91% 18,350 2.23
≡ META - Meta Platforms Inc. Add 43.58% 33,450 3.65
Q1  2025
≡ AMZN - Amazon.com Inc. Reduce 8.08% 42,800 1.10
≡ MCO - Moody's Corp. Reduce 21.95% 22,960 1.45
≡ LRCX - Lam Research Add 38.07% 194,850 1.91
≡ TDG - TransDigm Group Inc. Add 15.54% 12,390 2.32
≡ CCC - CCC Intelligent Solutions Hldgs Inc. Buy 2,415,000 2.95
≡ GOOG - Alphabet Inc. CL C Reduce 19.62% 158,409 3.34
≡ CP - Canadian Pacific Kansas City Sell 100.00% 404,369 3.79
≡ META - Meta Platforms Inc. Buy 76,750 5.98
≡ MSFT - Microsoft Corp. Add 44.74% 124,585 6.32
≡ ASML - ASML Holding NV Buy 79,300 7.10
≡ V - Visa Inc. Sell 100.00% 358,393 14.66
Q4  2024
≡ MCO - Moody's Corp. Reduce 3.51% 3,800 0.23
≡ TDG - TransDigm Group Inc. Reduce 3.53% 2,919 0.48
≡ GOOG - Alphabet Inc. CL C Reduce 3.53% 29,536 0.73
≡ CP - Canadian Pacific Kansas City Add 28.48% 89,635 0.84
≡ MSFT - Microsoft Corp. Add 10.44% 26,314 1.44
≡ V - Visa Inc. Reduce 11.06% 44,576 1.82
≡ AMZN - Amazon.com Inc. Reduce 11.19% 66,780 1.90
≡ UNP - Union Pacific Sell 100.00% 74,500 2.38
≡ LRCX - Lam Research Buy 511,765 4.79
≡ CHTR - Charter Communications Reduce 40.73% 110,260 4.89
Q3  2024
≡ MSFT - Microsoft Corp. Add 10.27% 23,490 1.31
≡ AMZN - Amazon.com Inc. Add 10.13% 54,870 1.32
≡ GOOG - Alphabet Inc. CL C Add 16.51% 118,590 2.56
≡ MCO - Moody's Corp. Reduce 28.12% 42,400 2.61
≡ MSCI - MSCI Inc. Sell 100.00% 57,920 3.27
≡ TDG - TransDigm Group Inc. Add 32.83% 20,434 3.77
≡ V - Visa Inc. Add 83.73% 183,640 6.53
≡ LRCX - Lam Research Sell 100.00% 525,300 6.56
≡ CHTR - Charter Communications Reduce 56.86% 356,785 14.96
Q2  2024
≡ CP - Canadian Pacific Kansas City Reduce 28.61% 126,110 1.17
≡ MCO - Moody's Corp. Reduce 13.71% 23,966 1.18
≡ GOOG - Alphabet Inc. CL C Reduce 7.71% 60,040 1.29
≡ V - Visa Inc. Reduce 27.41% 82,838 2.55
≡ MSCI - MSCI Inc. Buy 57,920 3.27
≡ VRSN - Verisign Inc. Sell 100.00% 233,415 5.03
≡ CHTR - Charter Communications Add 35.93% 165,880 5.82
≡ TDG - TransDigm Group Inc. Reduce 39.39% 40,443 6.06
Q1  2024
≡ LRCX - Lam Research Reduce 15.36% 95,300 1.05
≡ GOOG - Alphabet Inc. CL C Add 8.59% 61,600 1.07
≡ V - Visa Inc. Reduce 17.58% 64,470 2.05
≡ UNP - Union Pacific Buy 74,500 2.09
≡ CHTR - Charter Communications Add 15.98% 63,600 2.10
≡ TDG - TransDigm Group Inc. Reduce 14.42% 17,300 2.42
Q4  2023
≡ CHTR - Charter Communications Add 4.27% 16,297 0.75
≡ V - Visa Inc. Reduce 8.22% 32,845 1.02
≡ TDG - TransDigm Group Inc. Reduce 6.99% 9,018 1.09
≡ MSFT - Microsoft Corp. Reduce 9.73% 24,650 1.10
≡ GOOG - Alphabet Inc. CL C Reduce 12.91% 106,200 1.78
≡ VRSN - Verisign Inc. Add 50.89% 78,721 1.93
≡ MCO - Moody's Corp. Add 41.34% 51,109 2.37
≡ AMZN - Amazon.com Inc. Reduce 24.73% 178,035 3.22
≡ KKR - KKR & Co. L.P. Sell 100.00% 493,692 3.86
≡ CP - Canadian Pacific Kansas City Buy 440,844 4.15
Q2  2023
≡ VRSN - Verisign Inc. Reduce 4.22% 6,810 0.20
Q1  2023
≡ VRSN - Verisign Inc. Reduce 1.52% 2,500 0.08
≡ MCO - Moody's Corp. Reduce 21.74% 34,354 1.53
≡ TDG - TransDigm Group Inc. Reduce 11.82% 17,291 1.86
≡ AMZN - Amazon.com Inc. Add 24.31% 140,800 2.12
≡ V - Visa Inc. Reduce 14.42% 67,294 2.21
≡ KKR - KKR & Co. L.P. Buy 493,692 3.78
Q4  2022
≡ MSFT - Microsoft Corp. Add 10.30% 23,650 0.94
≡ AMZN - Amazon.com Inc. Add 23.54% 110,360 1.53
≡ GWRE - Guidewire Software Inc. Sell 100.00% 277,612 3.01
Q3  2022
≡ TDG - TransDigm Group Inc. Reduce 0.07% 109 0.01