Notify me when Triple Frond Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 11 | $918M | +$121M | -$140M | -$19.2M | MSFT, GOOG, AMZN, ASML, TDG | 13F-HR | 11/14/2025, 01:46 PM |
| Q2 2025 | 10 | $885M | +$31.7M | -$27.9M | +$3.76M | MSFT, GOOG, TDG, AMZN, META | Restatement | 8/14/2025, 07:57 PM |
| Q1 2025 | 10 | $740M | +$197M | -$186M | +$10.5M | MSFT, TDG, GOOG, AMZN, CHTR | 13F-HR | 5/13/2025, 07:37 PM |
| Q4 2024 | 9 | $772M | +$54.5M | -$96M | -$41.5M | GOOG, MSFT, AMZN, V, TDG | 13F-HR | 2/11/2025, 05:15 PM |
| Q3 2024 | 9 | $773M | +$120M | -$220M | -$99.8M | GOOG, TDG, AMZN, V, MSFT | 13F-HR | 11/12/2024, 06:05 PM |
| Q2 2024 | 11 | $852M | +$77.5M | -$149M | -$71.2M | CHTR, GOOG, AMZN, MSFT, TDG | 13F-HR | 8/14/2024, 01:47 PM |
| Q1 2024 | 11 | $879M | +$46.2M | -$48.6M | -$2.37M | CHTR, TDG, GOOG, AMZN, MSFT | 13F-HR | 5/14/2024, 01:24 PM |
| Q4 2023 | 10 | $841M | +$77.4M | -$99.4M | -$22M | CHTR, TDG, GOOG, V, MSFT | 13F-HR | 2/13/2024, 06:29 PM |
| Q3 2023 | 10 | $788M | $0 | $0 | CHTR, TDG, GOOG, V, AMZN | 13F-HR | 11/13/2023, 05:49 PM | |
| Q2 2023 | 10 | $776M | $0 | -$1.54M | -$1.54M | CHTR, TDG, GOOG, V, AMZN | 13F-HR | 8/7/2023, 07:48 PM |
| Q1 2023 | 10 | $685M | +$40.5M | -$39M | +$1.51M | CHTR, TDG, V, GOOG, AMZN | 13F-HR | 5/12/2023, 02:18 PM |
| Q4 2022 | 9 | $605M | +$14.9M | -$17.1M | -$2.15M | CHTR, V, TDG, GOOG, MSFT | 13F-HR | 2/8/2023, 01:40 PM |
| Q3 2022 | 10 | $568M | +$118M | -$33.9M | +$83.7M | CHTR, V, GOOG, TDG, MSFT | 13F-HR | 11/10/2022, 01:04 PM |
| Q2 2022 | 9 | $654M | +$86.5M | -$54.4M | +$32.1M | CHTR, GOOG, V, TDG, MSFT | 13F-HR | 8/12/2022, 07:27 PM |
| Q1 2022 | 10 | $808M | $0 | $0 | CHTR, GOOG, V, TDG, AMZN | 13F-HR | 5/12/2022, 12:29 PM | |
| Q4 2021 | 10 | $887M | +$33.2M | -$77.7M | -$44.5M | CHTR, GOOG, V, TDG, MSFT | 13F-HR | 2/10/2022, 12:17 PM |
| Q3 2021 | 10 | $917M | +$81.9M | -$87.6M | -$5.66M | CHTR, GOOG, V, MCO, TDG | 13F-HR | 11/10/2021, 12:10 PM |
| Q2 2021 | 11 | $922M | +$28.1M | -$38M | -$9.94M | CHTR, GOOG, MCO, V, TDG | 13F-HR | 8/11/2021, 12:54 PM |
| Q1 2021 | 11 | $806M | +$74.8M | -$71.4M | +$3.32M | CHTR, MCO, GOOG, V, TDG | 13F-HR | 5/13/2021, 12:30 PM |
| Q4 2020 | 9 | $820M | +$25.2M | -$500M | -$475M | CHTR, V, MCO, GOOG, LBRDK | 13F-HR | 2/12/2021, 03:04 PM |
| Q3 2020 | 10 | $1.18B | +$88.9M | -$54.9M | +$34M | CHTR, MCO, GOOG, V, LBRDK | 13F-HR | 11/13/2020, 01:29 PM |
| Q2 2020 | 9 | $1.04B | +$22.2M | -$89.3M | -$67.1M | CHTR, MCO, GOOG, V, TDG | 13F-HR | 8/13/2020, 01:34 PM |
| Q1 2020 | 10 | $897M | +$172M | -$244M | -$71.5M | CHTR, MCO, GOOG, V, TDG | 13F-HR | 5/6/2020, 12:15 PM |
| Q4 2019 | 9 | $1.16B | +$22.4M | -$45.4M | -$23M | CHTR, MCO, TDG, SCHW, V | 13F-HR | 2/10/2020, 08:34 PM |
| Q3 2019 | 9 | $1.04B | +$35.9M | $0 | +$35.9M | CHTR, MCO, SCHW, TDG, V | 13F-HR | 11/12/2019, 12:20 PM |
| Q2 2019 | 9 | $989M | +$63.3M | -$13.9M | +$49.4M | CHTR, MCO, SCHW, V, TDG | 13F-HR | 8/12/2019, 06:42 PM |
| Q1 2019 | 9 | $866M | +$18.7M | -$126M | -$107M | CHTR, MCO, SCHW, TDG, V | 13F-HR | 5/10/2019, 11:47 AM |
| Q4 2018 | 10 | $818M | +$20.4M | -$44.1M | -$23.7M | CHTR, MCO, SCHW, SBAC, V | 13F-HR | 2/13/2019, 06:29 PM |
| Q3 2018 | 10 | $962M | $0 | -$31M | -$31M | CHTR, MCO, SCHW, SBAC, TDG | 13F-HR | 11/7/2018, 02:49 PM |
| Q2 2018 | 10 | $948M | +$95.5M | -$33M | +$62.6M | CHTR, MCO, SCHW, SBAC, LBTYK | 13F-HR | 8/1/2018, 01:58 PM |
| Q1 2018 | 9 | $890M | +$80.5M | -$90M | -$9.53M | MCO, CHTR, SCHW, SBAC, LBTYK | 13F-HR | 5/9/2018, 02:19 PM |
| Q4 2017 | 8 | $883M | +$72.4M | -$66.1M | +$6.29M | CHTR, MCO, SCHW, SBAC, TDG | 13F-HR | 2/12/2018, 03:06 PM |
| Q3 2017 | 8 | $825M | +$23M | -$6.13M | +$16.8M | MCO, CHTR, TDG, SBAC, SCHW | 13F-HR | 11/3/2017, 12:38 PM |
| Q2 2017 | 9 | $762M | +$21.3M | -$63.6M | -$42.4M | CHTR, TDG, MCO, SBAC, LBTYK | 13F-HR | 8/14/2017, 07:23 PM |
| Q1 2017 | 9 | $752M | +$135M | -$116M | +$18.7M | LBTYK, MCO, CHTR, TDG, SBAC | 13F-HR | 5/10/2017, 07:41 PM |
| Q4 2016 | 9 | $674M | +$105M | -$121M | -$15.7M | LBTYK, MCO, CHTR, SCHW, SBAC | 13F-HR | 2/8/2017, 05:06 PM |
| Q3 2016 | 9 | $702M | +$32.4M | -$23.7M | +$8.73M | LBTYK, CHTR, SCHW, MCO, TDG | 13F-HR | 11/14/2016, 03:15 PM |
| Q2 2016 | 10 | $622M | +$135M | -$117M | +$18.2M | LBTYK, CHTR, TDG, MCO, SCHW | 13F-HR | 8/11/2016, 07:05 PM |
| Q1 2016 | 8 | $614M | +$106M | -$11M | +$94.8M | LBTYK, CHTR, MCO, SCHW, TDG | 13F-HR | 5/13/2016, 03:36 PM |
| Q4 2015 | 7 | $536M | +$92.3M | -$49.3M | +$43M | SCHW, LBTYK, CHTR, TDG, MCO | 13F-HR | 2/12/2016, 02:02 PM |
| Q3 2015 | 7 | $473M | +$106M | $0 | +$106M | SCHW, CHTR, LBTYK, TDG, MCO | 13F-HR | 11/12/2015, 01:20 PM |
| Q2 2015 | 7 | $392M | +$40.5M | $0 | +$40.5M | SCHW, CHTR, TDG, LBTYK, PGR | 13F-HR | 8/13/2015, 07:47 PM |
| Q1 2015 | 6 | $352M | +$93M | -$34M | +$59M | CHTR, SCHW, TDG, LBTYK, DVA | 13F-HR | 5/14/2015, 08:04 PM |
| Q4 2014 | 6 | $281M | +$94.2M | -$39.8M | +$54.4M | SCHW, LBTYK, PGR, DVA, CHTR | 13F-HR | 2/11/2015, 02:46 PM |
| Q3 2014 | 5 | $216M | +$40.2M | -$32.8M | +$7.44M | SCHW, PGR, DVA, CCL, MCD | 13F-HR | 10/20/2014, 02:44 PM |
| Q2 2014 | 5 | $202M | +$30.2M | -$46M | -$15.8M | SCHW, PGR, CCL, HCC, MCD | 13F-HR | 7/30/2014, 12:50 PM |
| Q1 2014 | 7 | $215M | +$24.5M | -$115M | -$90.8M | SCHW, PGR, CCL, HCC, RNR | 13F-HR | 5/5/2014, 05:05 PM |
| Q4 2013 | 10 | $300M | $0 | $0 | SCHW, TWC, CCL, RYAAY, HCC | 13F-HR | 1/16/2014, 05:06 PM |