We are live on
!
Find out more
TFP
Triple Frond Partners Portfolio holdings
AUM
$1.12B
1-Year Est. Return
24.07%
This Fund
S&P 500
This Quarter
Est. Return
+5.11%
1 Year Est. Return
+24.07%
3 Year Est. Return
+92.86%
5 Year Est. Return
+80.52%
10 Year Est. Return
+459.32%
AUM
$772M
AUM Growth
-$382K
(-0.05%)
Cap. Flow
-$39.2M
Cap. Flow
% of AUM
-5.08%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
1
Increased
2
Reduced
6
Closed
1
Avg Time Held
22.8
quarters
Top 10 Avg Time Held
22.8
quarters
Top 20 Avg Time Held
22.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lam Research
LRCX
|
+$38.8M |
| 2 |
Microsoft
MSFT
|
+$11.2M |
| 3 |
Canadian Pacific Kansas City
CP
|
+$6.91M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Charter Communications
CHTR
|
+$39.9M |
| 2 |
Union Pacific
UNP
|
+$18.4M |
| 3 |
Amazon
AMZN
|
+$13.7M |
| 4 |
Visa
V
|
+$13.4M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$5.21M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 27.02% |
| 2 | Financials | 21.07% |
| 3 | Technology | 19.98% |
| 4 | Industrials | 16.87% |
| 5 | Consumer Discretionary | 15.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Alphabet (Google) Class C
GOOG
$4.25T
| $154M | 19.9% |
807,314
-29,536
| -4% | -$5.21M |
2020 Q1
19 quarters
|
|
|
2
Microsoft
MSFT
$3.93T
| $117M | 15.19% |
278,458
+26,314
| +10% | +$11.2M |
2020 Q3
17 quarters
|
|
|
3
Amazon
AMZN
$2.8T
| $116M | 15.05% |
529,991
-66,780
| -11% | -$13.7M |
2021 Q3
13 quarters
|
|
|
4
Visa
V
$699B
| $113M | 14.66% |
358,393
-44,576
| -11% | -$13.4M |
2016 Q1
35 quarters
|
|
5
TransDigm Group
TDG
$60.6B
| $101M | 13.08% |
79,754
-2,919
| -4% | -$3.85M |
2015 Q1
39 quarters
|
|
|
6
Charter Communications
CHTR
$12.2B
| $55M | 7.12% |
160,480
-110,260
| -41% | -$39.9M |
2014 Q4
40 quarters
|
|
7
Moody's
MCO
$77.9B
| $49.5M | 6.41% |
104,587
-3,800
| -4% | -$1.81M |
2015 Q2
38 quarters
|
|
|
8
Lam Research
LRCX
$412B
| $37M | 4.79% |
+511,765
| New | +$38.8M |
2024 Q4
0 quarters
|
|
|
9
Canadian Pacific Kansas City
CP
$73.5B
| $29.3M | 3.79% |
404,369
+89,635
| +28% | +$6.91M |
2023 Q4
4 quarters
|
|
|
10
Union Pacific
UNP
$163B
| – | – |
-74,500
| Closed | -$18.4M | – |
|
Similar funds
SRFM
WMN
WAM
CC
HWCM
EI
PDM
SWA
Triple Frond Partners's Q4 2024 Portfolio in Review
As of Q4 2024, Triple Frond Partners held 10 positions worth $772M, down 0.05% from $773M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Triple Frond Partners withdrew a net $39.2M in Q4 2024, closing 1 position and reducing 6 holdings. Its most notable exit was Union Pacific, an estimated $18.4M position sold in full.
By sector, the portfolio is most concentrated in Communication Services at 27% of assets, down from 29% a quarter earlier, followed by Financials and Technology.
Against the trend, Triple Frond Partners opened a new position in Lam Research worth $37M.
- Triple Frond Partners's largest Q4 2024 buy was Lam Research: 511,765 shares worth $37M.
- Triple Frond Partners added most to Microsoft in Q4 2024, an estimated $11.2M increase.
- Triple Frond Partners's biggest Q4 2024 reduction was Charter Communications, cutting an estimated $39.9M.
- Triple Frond Partners fully exited Union Pacific in Q4 2024, selling an estimated $18.4M.
- Triple Frond Partners's ten largest holdings make up 100% of its $772M portfolio in Q4 2024.
- Triple Frond Partners opened 1 new position and closed 1 in Q4 2024.
- Triple Frond Partners's portfolio value fell 0.05% quarter-over-quarter to $772M.
Based on Triple Frond Partners's 13F filing for Q4 2024, filed 11 Feb 2025.