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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
Cap. Flow
-$39.2M
Cap. Flow %
-5.08%
Top 10 Hldgs %
100%
Holding
10
New
1
Increased
2
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$38.8M
2
MSFT icon
Microsoft
MSFT
+$11.2M
3
CP icon
Canadian Pacific Kansas City
CP
+$6.91M

Top Sells

Rank Stock Value
1
CHTR icon
Charter Communications
CHTR
+$39.9M
2
UNP icon
Union Pacific
UNP
+$18.4M
3
AMZN icon
Amazon
AMZN
+$13.7M
4
V icon
Visa
V
+$13.4M
5
GOOG icon
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
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.14T
$154M 19.9%
807,314
-29,536
-4% -$5.21M
MSFT icon
2
Microsoft
MSFT
$3.57T
$117M 15.19%
278,458
+26,314
+10% +$11.2M
AMZN icon
3
Amazon
AMZN
$2.81T
$116M 15.05%
529,991
-66,780
-11% -$13.7M
V icon
4
Visa
V
$683B
$113M 14.66%
358,393
-44,576
-11% -$13.4M
TDG icon
5
TransDigm Group
TDG
$65.3B
$101M 13.08%
79,754
-2,919
-4% -$3.85M
CHTR icon
6
Charter Communications
CHTR
$17.6B
$55M 7.12%
160,480
-110,260
-41% -$39.9M
MCO icon
7
Moody's
MCO
$86.4B
$49.5M 6.41%
104,587
-3,800
-4% -$1.81M
LRCX icon
8
Lam Research
LRCX
$389B
$37M 4.79%
+511,765
New +$38.8M
CP icon
9
Canadian Pacific Kansas City
CP
$83.4B
$29.3M 3.79%
404,369
+89,635
+28% +$6.91M
UNP icon
10
Union Pacific
UNP
$181B
– –
-74,500
Closed -$18.4M

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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.